Monthly Archives: March 2014

March 2014 Magic List

This month, I made the list on schedule, early in the month – today.

This list is inspired by the excellent book by Joel Greenblatt in which he talks about Magic Formula Investing.

The details of how I make this spreadsheet is in this post, I won’t repeat it here.

This is the google doc with my latest Magic List.

I’m preparing a youtube video of step by step instructions on how to make this yourself.

Here are the top 50 stocks on that list:

Company name Symbol Market cap Return on assets (TTM) (%) P/E ratio final rank percentile
Whiting USA Trust WHX 73.06M 102.61 2.54 1 0.04%
Sandridge Mississippian Trust I SDT 223.16M 42.16 1.63 2 0.08%
Liberty Media Corp LMCA 15.67B 42.27 1.99 3 0.12%
Nordion Inc(USA) NDZ 614.76M 45.36 2.59 4 0.17%
Turkish Investment Fund Inc TKF 59.89M 32.34 1.37 5 0.21%
Sino Agro Food Inc SIAF 57.70M 30.3 0.8 6 0.25%
Golar LNG Limited (USA) GLNG 2.95B 40.66 3.33 7 0.29%
PulteGroup, Inc. PHM 8.00B 33.88 3.13 8 0.33%
Autobytel Inc. ABTL 140.42M 59.16 4.72 9 0.37%
Yongye International, Inc YONG 334.02M 25.9 2.19 10 0.41%
PDL BioPharma Inc. PDLI 1.20B 74.41 5.16 11 0.46%
H&Q Healthcare Investors HQH 834.75M 33.29 4.2 12 0.50%
Titan Pharmaceuticals, Inc. TTNP 55.30M 73.41 5.35 13 0.54%
SandRidge Mississippian Trust II SDR 416.20M 27.44 3.55 14 0.58%
H&Q Life Sciences Investors HQL 365.42M 31.92 4.35 15 0.62%
Whiting USA Trust II WHZ 236.44M 30.97 4.62 16 0.66%
Nautilus, Inc. NLS 261.33M 40.46 5.48 17 0.70%
CARDIOME PHARMA CORP CRME 120.96M 49.09 6.11 18 0.74%
Overstock.com, Inc. OSTK 467.63M 35.28 5.42 19 0.79%
Magnachip Semiconductor Corp MX 588.19M 22 3.25 20 0.83%
Chesapeake Granite Wash Trust CHKR 528.28M 27.09 4.98 21 0.87%
Alon USA Partners LP ALDW 890.03M 31.5 5.57 22 0.91%
Brunswick Corporation BC 4.15B 29.03 5.44 23 0.95%
CVR Refining LP CVRR 3.08B 30.83 6.02 24 0.99%
Alaska Communications Systems Group Inc ALSK 106.39M 19.29 0.97 25 1.03%
Neuberger Berman High Yield Strateges Fd NHS 268.10M 21.24 3.73 26 1.08%
iShares S&P NA Tec. Semi. Idx. Fd.(ETF) SOXX 333.86M 22.04 4.46 27 1.12%
SandRidge Permian Trust PER 504.00M 24.84 5.64 28 1.16%
MV Oil Trust MVO 270.82M 117.44 7.88 29 1.20%
Lihua International Inc LIWA 154.37M 18.65 2.63 30 1.24%
Imperial Holdings, Inc. IFT 116.17M 18.19 2.53 31 1.28%
magicJack VocalTec Ltd CALL 351.20M 37.98 7.52 32 1.32%
Inter Parfums, Inc. IPAR 1.04B 33.29 7.26 33 1.37%
Changyou.Com Ltd (ADR) CYOU 1.54B 21.22 5 34 1.41%
Pain Therapeutics, Inc. PTIE 257.13M 58.98 8.22 35 1.45%
Federal Signal Corporation FSS 805.37M 21.9 5.85 36 1.49%
Take-Two Interactive Software, Inc. TTWO 1.94B 26.05 7.04 37 1.53%
Royce Value Trust Inc RVT 1.13B 18.58 4.78 38 1.57%
Pacific Coast Oil Trust ROYT 528.98M 26.15 7.6 39 1.61%
TiVo Inc. TIVO 1.65B 24.36 7.33 40 1.65%
BP Prudhoe Bay Royalty Trust BPT 1.72B 18596.9 9.26 41 1.70%
Smith & Wesson Holding Corp SWHC 643.52M 28.46 8.19 42 1.74%
AGIC Equity and Convertible Income Fund NIE 431.81M 18.17 5.23 43 1.78%
Standard Pacific Corp. SPF 2.53B 19.89 6.43 44 1.82%
Weight Watchers International, Inc. WTW 1.20B 17.8 5.16 45 1.86%
PIMCO Income Opportunity Fund PKO 423.89M 16.11 3.85 46 1.90%
LeapFrog Enterprises, Inc. LF 504.59M 17.87 6.15 47 1.94%
iShares NASDAQ Biotechnology Index (ETF) IBB 5.76B 21.26 7.79 48 1.99%
China Fund Inc. (The) CHN 313.95M 15.89 4.45 49 2.03%