Expected Returns, February 2012

For the fourth time in five years, the participants in our annual Groundhog Challenge stock picking contest outperformed stock fund managers with four of the top five positions claimed by investment clubs.

Group Groundhog, by Mark Robertson
This year, it’s all about the groups known as investment clubs. The group entries from clubs won the overall championship and locked down four of the top five positions.

Walgreen, by Mark Robertson
A stormy relationship and breakup with Express Scripts isn't the first commercial storm faced by Walgreens.

Nasdaq-100, by Cy Lynch
This month we accumulate one of our favorite high-quality and technology laden funds.

Sweet Sixteen, by Mark Robertson
This month features the top percentile of all stocks covered at Manifest on the basis of projected return and quality rating.

Tin Cup Model Portfolio, by Mark Robertson
As our demonstration portfolio approaches $1,000,000 in total assets ... we accumulate Quality Systems.