Authors: Mark Robertson

Dec 01, 2018, Harvesting The January Effect
As we've suggested before, the January Effect is real and starts in September and/or October. This anecdotal look at Invesco S&P SmallCap 600 Growth reveals the period of opportunity created by tax-related selling and its impact on smaller companies.

Dec 01, 2018, Tin Cup Demonstration Portfolio (December 2018)
Tin Cup had a much better month. The progress restored during November was a welcome relief to the gruesome angst of an October to forget. Total assets soared at month-end to make the last (12) months -- as challenging as they’ve been -- a little more palatable. We note that the year-over-year gain is still $79,932 during a most difficult general stock market.

Nov 26, 2018, Irish Spring Eruption
Our adaptation of one of the favorite screening techniques of Hugh McManus, shopping near periodic lows, yields a number of companies that have been discussed or nominated during several of the most recent monthly Round Table webcasts.

Nov 01, 2018, Tin Cup Demonstration Portfolio (November 2018)
We’d been thrilled with the steady gains of the last 14-15 months and probably should have remained silent and satisfied. Because we jinxed Tin Cup. After over a year of market-beating performance, October was frightfully cruel to the Tin Cup total assets balance as the worst one month swoon since the inception of the model portfolio ...

Nov 01, 2018, My Favorite Growth Screen
This StockSearch puts faster-growing Best "Small" Companies at your fingertips, 365/24/7.

Oct 01, 2018, Accumulate Alphabet/Google (GOOG)
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.

Sep 01, 2018, Triple Play Candidates
The time-honored Triple Play screening approach yields a number of stocks for study including: Skechers (SKX), Booking (BKNG), LCI Industries (LCII), FaceBook (FB) and Tupperware (TUP).

Sep 01, 2018, Tin Cup Demonstration Portfolio (September 2018)
We started this demonstration back in the mid-1990s to show what could happen for a young person who decided to commit to a maximum 401(k) contribution every month -- and persistently seek Better Companies at Better Prices relentlessly. So at this point, we’re talking hypothetically about an individual in their mid-40s. We find it breathtaking that Tin Cup delivered a net gain of $114,483 in the month of August alone!

Aug 31, 2018, The Rains of Castamere?
Better Selling. Our explorations to build selling disciplines based on the time-honored lessons of the modern investment club continues. The August Round Table featured some deployment of selling discipline that some might compare to an infamous Red Wedding. The rate of return since inception stands at 18.8% over the trailing eight years.

Aug 14, 2018, Smooth Investing -- After Four Years
Smoothie investing is all about the balance between stalwart blue chips and rapidly-growing companies. This tracking portfolio, bolstered by Amazon, Visa and Apple has racked up a 13.5% rate of return over the trailing four years.

Aug 14, 2018, Excellent Companies Near 52-Week Lows
This month's screen is a search for companies trading near their 52-week low with excellent quality. McKesson (MCK), IPG Photonics (IPGP) and Signature Bank (SBNY) have all been featured and discussed during recent Round Table sessions.

Aug 01, 2018, Tin Cup Demonstration Portfolio (August 2018)
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.

Jul 25, 2018, MANIFEST 40 Update
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

Jul 01, 2018, Tin Cup Demonstration Portfolio (July 2018)
Yet another strong month for Tin Cup, beating the Wilshire 5000 in 10-of-the-last 11 months. We accumulate CVS Health (CVS) and celebrate the near all-time high value of total assets while challenging Biogen (BIIB) after its recent surge.

Jun 01, 2018, Five Below (FIVE)
Nick Stratigos selected Five Below (FIVE) during the Round Table LIVE from the 2018 NAIC National Convention in Orlando, Florida. Influenced by the colorful slides and a new world record usage of the word “awesome,” the live audience seconded his selection.

Jun 01, 2018, Tin Cup Demonstration Portfolio (June 2018)
Another strong month of outperformance for the Tin Cup portfolio, making it 9-of-the-last-10 months with the 10th a tie. We accumulate CVS, express our gratitude to Illumina (ILMN) and bid adieu ... and buy Amazon (AMZN).

May 10, 2018, Tin Cup Demonstration Portfolio (May 2018)
Tin Cup holds above $2,000,000 and some redistribution within the portfolio boosts the overall return forecast ... trim ILMN and V, accumulate ADS and CVS.

Apr 01, 2018, Tin Cup Demonstration Portfolio (April 2018)
As the first down quarter in recent memory came to a close, Tin Cup stumbled ... but the Wilshire 5000 dropped even more. CVS Health is accumulated.

Mar 01, 2018, Tin Cup Demonstration Portfolio (March 2018)
After two years of advances, the Tin Cup portfolio held its own during the challenge and turbulence that was February. CVS Health is accumulated.

Mar 01, 2018, Sweet 16: Screening Results
For the February Round Table, some went looking for oversold opportunities or companies trading close to 52-week lows ... and certainly companies with favorable long term return forecasts.

Feb 12, 2018, Sweet 16: Screening Results
The Heavy Hogs for 2017 generated an annual total return of 42.4%. Here's the consensus favorites from this year's contest.

Feb 01, 2018, Tin Cup Demonstration Portfolio (February 2018)
Hello $2,000,000! If you squint carefully at that long term chart of total assets, we see that January 2018 was one of the biggest bumps to the upside for a single month, ever.

Jan 01, 2018, Sweet 16: Our "Fave Sixteen"
For the Fave Five, we isolate companies with strong short and long-term expectations. This month, we use that criteria for our "Sweet 16."

Jan 01, 2018, Tin Cup Demonstration Portfolio (January 2018)
Tin Cup delivered a total return of 29.4% in 2017. As total assets approach $2,000,000 at year-end, the portfolio-centered discipline sells Microsoft and Under Armour -- and adds Priceline to the demonstration dashboard.

Dec 11, 2017, Sweet 16: Triple Play
This month we apply the Triple Play criteria to the 6000 stocks in the Value Line Investment Analyzer and come away a few ideas for food shopping: Alimentation Couche-Tard, Village Super Market and TreeHouse Foods.