Authors: Mark Robertson

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.

Dec 01, 2017, Tin Cup Demonstration Portfolio (December 2017)
We give thanks for November gains for Tin Cup. The rate of return (since inception in 1995) is now 14.5%, and this retirement account balance is approaching $2,000,000. This month we sell Mesa Labs (MLAB) and buy Jazz Pharma (JAZZ).

Nov 10, 2017, Best Sources For Small Company Ideas
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.

Nov 06, 2017, Cambrex (CBM)
Cambrex (CBM) is the #1 company in our Best Small Companies for 2018. The pharmaceutical development supplier is a world class company depended on by the likes of Gilead Sciences, et al.

Nov 01, 2017, Tin Cup Model Portfolio (November 2017)
The rate of return for Tin Cup (since inception in 1995) is now 14.2%, beating matching investments in the Wilshire 5000 by +6.9 percentage points. This month we accumulate Gentex (GNTX).

Nov 01, 2017, Best Small Companies (2017 & 2018)
Our Best Small Companies chosen one year ago delivered an average total return of 31.7% with five of them more than doubling. This annual feature now has an average total return of 15.2% over the last twelve years vs. 10.3% for the Wilshire 5000. What are the companies selected for the 2018 Best Small Companies?

Nov 01, 2017, Sweet 16: Growth Leaders
For this month's screening results, we look beyond the Best Small Company restrictions on annual revenue to harvest a collection of study candidates with attractive return forecasts, excellent quality and double-digit growth rates. A number of them have been featured during monthly Round Table webcasts.

Oct 01, 2017, Tin Cup Model Portfolio (October 2017)
Tin Cup: Performance Update. After gaining and passing $1,700,000 a few short months ago, the portfolio topped $1,800,000 during September.