| Magic Formula Stocks for 11/29/09 with comments | |||
| Name | Symbol | Industry | Notes |
| Accenture plc operat | ACN | Management Services | Short as % of float <3% |
| Aeropostale, Inc., t | ARO | Apparel Stores | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Allegiant Travel Com | ALGT | Regional Airlines | |
| Ambassadors Group In | EPAX | Education & Training Services | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Amedisys, Inc. provi | AMED | Home Health Care | |
| AmerisourceBergen Co | ABC | Drugs Wholesale | EV/Rev < .60:Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Amgen Inc., a biotec | AMGN | Biotechnology | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| and integration worl | SY | Application Software | Share Count Reduction versus average 3 yr Count |
| Apollo Group, Inc., | APOL | Education & Training Services | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25%:1yr Return < 0% |
| ARRIS Group, Inc., t | ARRS | Communication Equipment | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| AutoZone, Inc. opera | AZO | Auto Parts Stores | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Biogen Idec Inc., a | BIIB | Biotechnology | Share Count Reduction versus average 3 yr Count |
| Bristol-Myers Squibb | BMY | Drug Manufacturers - Major | Short as % of float <3% |
| CA, Inc., together w | CA | Application Software | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Cardinal Health, Inc | CAH | Drugs Wholesale | EV/Rev < .60:Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Cephalon, Inc., a bi | CEPH | Drug Manufacturers - Other | :1yr Return < 0% |
| CGI Group, Inc., thr | GIB | Internet Software & Services | Short as % of float <3% |
| Chart Industries, In | GTLS | Metal Fabrication | Short as % of float <3% |
| Chemed Corporation, | CHE | Home Health Care | Share Count Reduction versus average 3 yr Count |
| Chicago Bridge &Iron | CBI | General Contractors | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| China Sky One Medica | CSKI | Drug Related Products | |
| Coach, Inc. engages | COH | Textile - Apparel Footwear & Accessori | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Comfort Systems USA, | FIX | General Contractors | EV/Rev <.60:Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Continucare Corporat | CNU | Specialized Health Services | EV/Rev <.60:Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Corinthian Colleges, | COCO | Education & Training Services | |
| CSG Systems Internat | CSGS | Business Software & Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| CTC Media, Inc. oper | CTCM | Broadcasting - TV | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Cubist Pharmaceutica | CBST | Drug Manufacturers - Other | GP/EV >50%:1yr Return < 0% |
| Cytokinetics, Incorp | CYTK | Biotechnology | GP/EV >50% |
| Deckers Outdoor Corp | DECK | Textile - Apparel Footwear & Accessori | :Avg 5 year ROIC > 25% |
| Dell Inc., together | DELL | Personal Computers | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Deluxe Corporation p | DLX | Business Services | |
| Diamond Offshore Dri | DO | Oil & Gas Drilling & Exploration | |
| DISH Network Corpora | DISH | CATV Systems | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Dr Pepper Snapple Gr | DPS | Beverages - Soft Drinks | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Dresser-Rand Group I | DRC | Diversified Machinery | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| EarthLink, Inc. oper | ELNK | Diversified Communication Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:GP/EV >50% |
| Eli Lilly and Compan | LLY | Drug Manufacturers - Major | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Short as % of float <3% |
| EMCOR Group, Inc., t | EME | General Contractors | EV/Rev < .60 |
| Endo Pharmaceuticals | ENDP | Drug Manufacturers - Other | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Equifax Inc. collect | EFX | Credit Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Expedia, Inc., toget | EXPE | Internet Information Providers | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Fair Isaac Corporati | FICO | Business Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Fiserv, Inc. provide | FISV | Business Software & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Flowserve Corporatio | FLS | Diversified Machinery | Share Count Reduction versus average 3 yr Count |
| Fluor Corporation, t | FLR | Heavy Construction | EV/Rev < .60:Short as % of float <3% |
| Forest Laboratories, | FRX | Drug Manufacturers - Other | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Forrester Research, | FORR | Research Services | |
| Foster Wheeler AG, t | FWLT | Heavy Construction | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| GameStop Corp. opera | GME | Electronics Stores | Share Count Reduction versus average 3 yr Count |
| Garmin Ltd. and its | GRMN | Scientific & Technical Instruments | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Avg 5 year ROIC > 25% |
| General Dynamics Cor | GD | Aerospace/Defense Products & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| GigaMedia Limited pr | GIGM | Internet Software & Services | :1yr Return < 0% |
| Graham Corporation d | GHM | Metal Fabrication | :Avg 5 year ROIC > 25% |
| GT Solar Internation | SOLR | Semiconductor - Specialized | |
| Harris Corporation, | HRS | Communication Equipment | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Herbalife Ltd., a ne | HLF | Drug Related Products | Share Count Reduction versus average 3 yr Count:Short as % of float <3%:GP/EV >50%:Avg 5 year ROIC > 25% |
| Hewitt Associates, I | HEW | Management Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3%:GP/EV >50% |
| Hillenbrand, Inc. ma | HI | Personal Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Honeywell Internatio | HON | Aerospace/Defense Products & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| i2 Technologies, Inc | ITWO | Business Software & Services | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Avg 5 year ROIC > 25% |
| Iconix Brand Group, | ICON | Textile - Apparel Footwear & Accessori | |
| Immunomedics, Inc. e | IMMU | Diagnostic Substances | |
| Interactive Data Cor | IDC | Information & Delivery Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| InterDigital, Inc., | IDCC | Wireless Communications | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:1yr Return < 0% |
| International Busine | IBM | Diversified Computer Systems | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Interval Leisure Gro | IILG | Business Services | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| ITT Corporation manu | ITT | Diversified Machinery | Short as % of float <3% |
| ITT Educational Serv | ESI | Education & Training Services | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| j2 Global Communicat | JCOM | Internet Software & Services | Share Count Reduction versus average 3 yr Count |
| Jacobs Technology In | JEC | Technical Services | EV/Rev <.60:1yr Return < 0% |
| Joy Global, Inc. eng | JOYG | Farm & Construction Machinery | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| KBR, Inc. operates a | KBR | Technical Services | EV/Rev < .60:Short as % of float <3% |
| KHD Humboldt Wedag I | KHD | Industrial Equipment Wholesale | Short as % of float <3% |
| Kinetic Concepts, In | KCI | Medical Appliances & Equipment | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| L-3 Communications H | LLL | Aerospace/Defense Products & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Laboratory Corporati | LH | Medical Laboratories & Research | Share Count Reduction versus average 3 yr Count |
| Lender Processing Se | LPS | Business Services | |
| Lockheed Martin Corp | LMT | Aerospace/Defense Products & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Lorillard, Inc., thr | LO | Cigarettes | |
| M &F Worldwide Corp. | MFW | Business Services | Share Count Reduction versus average 3 yr Count |
| McKesson Corporation | MCK | Drugs Wholesale | EV/Rev < .60:Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Mednax, Inc., throug | MD | Specialized Health Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| National Oilwell Var | NOV | Oil & Gas Equipment & Services | Short as % of float <3% |
| Net 1 UEPS Technolog | UEPS | Business Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Short as % of float <3% |
| NeuStar, Inc. provid | NSR | Diversified Communication Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Noble Corporation pr | NE | Oil & Gas Drilling & Exploration | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Northrop Grumman Cor | NOC | Aerospace/Defense Products & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Odyssey HealthCare, | ODSY | Long-Term Care Facilities | |
| Omnicom Group Inc. p | OMC | Advertising Agencies | Share Count Reduction versus average 3 yr Count:Short as % of float <3%:GP/EV >50% |
| Pactiv Corporation e | PTV | Packaging & Containers | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| PDL BioPharma, Inc. | PDLI | Biotechnology | |
| PetMed Express, Inc. | PETS | Drug Delivery | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25%:1yr Return < 0% |
| Pfizer Inc. engages | PFE | Drug Manufacturers - Major | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Pharmaceutical Produ | PPDI | Medical Laboratories & Research | Share Count Reduction versus average 3 yr Count:1yr Return < 0% |
| Pitney Bowes Inc. pr | PBI | Business Equipment | Share Count Reduction versus average 3 yr Count |
| Pre-Paid Legal Servi | PPD | Personal Services | Share Count Reduction versus average 3 yr Count:GP/EV >50%:Avg 5 year ROIC > 25% |
| Prestige Brands Hold | PBH | Drug Related Products | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Short as % of float <3%:1yr Return < 0% |
| Primoris Services Co | PRIM | Heavy Construction | Short as % of float <3% |
| Quest Diagnostics In | DGX | Medical Laboratories & Research | Share Count Reduction versus average 3 yr Count |
| Questcor Pharmaceuti | QCOR | Biotechnology | :1yr Return < 0% |
| Raytheon Company des | RTN | Aerospace/Defense - Major Diversified | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| retailers and manufa | ADP | Business Software & Services | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| Ross Stores, Inc., t | ROST | Apparel Stores | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| Sohu.com Inc., an In | SOHU | Internet Information Providers | |
| Sturm, Ruger &Compan | RGR | Sporting Goods | Share Count Reduction versus average 3 yr Count |
| Tekelec engages in t | TKLC | Processing Systems & Products | Share Count Reduction versus average 3 yr Count |
| Terra Industries Inc | TRA | Agricultural Chemicals | Share Count Reduction versus average 3 yr Count |
| Tessera Technologies | TSRA | Semiconductor Equipment & Materials | |
| The Buckle, Inc. ope | BKE | Apparel Stores | :Avg 5 year ROIC > 25% |
| The Clorox Company e | CLX | Cleaning Products | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| The Corporate Execut | EXBD | Management Services | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| The Gap, Inc., throu | GPS | Apparel Stores | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| The Gymboree Corpora | GYMB | Apparel Stores | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| The Lubrizol Corpora | LZ | Specialty Chemicals | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| The McGraw-Hill Comp | MHP | Publishing - Books | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| The TJX Companies, I | TJX | Department Stores | Share Count Reduction versus average 3 yr Count:Short as % of float <3%:Avg 5 year ROIC > 25% |
| Time Warner Inc. ope | TWX | Entertainment - Diversified | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:Short as % of float <3% |
| Total System Service | TSS | Business Services | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| True Religion Appare | TRLG | Textile - Apparel Clothing | Avg 5 year ROIC > 25% |
| Tutor Perini Corpora | TPC | Heavy Construction | EV/Rev < .60:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Unisys Corporation o | UIS | Information Technology Services | |
| United Online, Inc. | UNTD | Internet Information Providers | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| United Technologies | UTX | Conglomerates | Share Count Reduction versus average 3 yr Count:Short as % of float <3% |
| USA Mobility, Inc. o | USMO | Wireless Communications | Royce, Dramatically improved results, strong FCF over past 5 years , schwab A:Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized :GP/EV >50%earnings |
| ValueClick, Inc. pro | VCLK | Advertising Agencies | Share Count Reduction versus average 3 yr Count:Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings |
| Vector Group Ltd., t | VGR | Cigarettes | |
| ViroPharma Incorpora | VPHM | Biotechnology | Avg FCF past 3 yrs / Current EV > OI/EV (Current) potential discount to normalized earnings:1yr Return < 0% |
| Weight Watchers Inte | WTW | Personal Services | Share Count Reduction versus average 3 yr Count:Avg 5 year ROIC > 25% |
| World Fuel Services | INT | Basic Materials Wholesale | EV/Rev < .60 |
