Articles
Cover Stories
Latest: Projected Return On Enterprise Value (PROVE), by Mark Robertson on Jul 01, 2021
Imagine a world of stock studies where you can “worry” a whole lot less about P/E ratios (and dividends) and instead focus on the business model and emphasize a few important characteristics of stewardship. Our quest to better understand the power and potential of using Projected Return on Enterprise Value (PROVE) actually began during the holiday season about a year and a half ago. After extensive consideration, we now feel that this characteristic is essential. PROVE can be used to (1) reconcile P/E forecasts and (2) we’re giving PROVE as much (or more) weight than PAR in screening, stock analysis and portfolio design and management.
Solomon's Selects
Latest: Grand Canyon Education (LOPE), by Mark Robertson on Jul 01, 2021
Grand Canyon is the best-positioned publicly traded for-profit education company due to its strong brand, unique on-campus and online educational environments, and long runway of opportunity. -- Wasatch Value Fund
Stock Screens
Latest: Searching For Characteristics That Always Matter, by Mark Robertson on Jul 01, 2021
I thought about GreenTree Hospitality (GHG) … and a couple of other Chinese companies … considered Ethereum ($ETHUSD) … and decided that Ken Kavula would likely disinherit me for bringing a cryptocurrency to Round Table. A more logical train of thought prevailed.
Model Portfolios
Latest: Tin Cup Demonstration Portfolio (July 2021), by Mark Robertson on Jul 01, 2021
A slight swoon in June does nothing to dampen our Tin Cup spirits. EPAM is nominated for the Up, Straight and Parallel tapestry.
Fund Manifests
Latest: Hoard vs. Herds, by Cy Lynch on Apr 01, 2012
Buy iShares DJ US Oil Equip (IEZ)
Funds & Featured Portfolios
Latest: Janus Henderson Small Cap Growth (JSML), by Mark Robertson on Jul 01, 2021
Janus Henderson Small Cap Growth has been on our radar for some time ... it has delivered.
Discovery Clubs
Latest: Best Sources For Small Company Ideas, by Mark Robertson on Nov 10, 2017
We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.
Perspectives
Latest: Our Sector Radar/GPS, by Mark Robertson on Jul 01, 2021
What have the best performing sectors been for the trailing ten years?
Clubhouses
Latest: Divining Dashboards: Source of Ideas, by Ken Kavula on May 01, 2016
This month, we focus on dashboards of portfolios that you can access directly from the Manifest Investing site.
Features
Latest: Manifest 40 Update, by Mark Robertson on Jul 01, 2014
This managed “tracking portfolio” of your collective favorites has outperformed the Wilshire 5000 by +2.8%.
Guides
Latest: Guide: Getting Started, by Kurt Kowitz on Jan 01, 2012
Step-by-step instructions on getting started with Manifest Investing.