Cover Stories
Groundhog Creed Staggered? by Mark Robertson Feb 01, 2013
2012 was unkind to our band of groundhogs. Does that mean it’s time to throw in the towel? Not. Even. Close.
Enough Mayans, Back to Nostradamus by Mark Robertson Jan 01, 2013
Welcome 2013. Again, a new year. It’s also that time of year when we reflect in two directions. It’s hard to look forward without looking backward.
A Matter of Balance by Mark Robertson Dec 01, 2012
We know what is important. Discover high-quality companies. Own them if and only if they go “on sale” -- a condition easily detected by monitoring long-term return forecasts.
Got Darts? Aim! by Mark Robertson Nov 01, 2012
At Manifest Investing, we think we have some powerful targeting mechanisms. This month, we take a look at general market conditions and introduce our Core Diem and Balanced Budget demonstration portfolios.
Honoring Walter Schloss by Mark Robertson Oct 01, 2012
This month, we celebrate his approach to investing -- including a nod to Warren Buffett (Ben Graham) and Value Line.
Rhino Games? by Mark Robertson Sep 01, 2012
In the face of high-frequency trading, dark pools, derivatives that would make Frankenstein proud, and a gluttony of greed and irresponsibility (and ethics) perhaps it’s time for a little reverse aging and a return to the ways things used to be.
Now They’re Just Piling On! by Mark Robertson Aug 01, 2012
Recessions, pending recessions and imagined recessions wreak havoc. Period. Cue the Jaws soundtrack. Read on.
Greatly Exaggerated Demise by Mark Robertson Jul 01, 2012
As all of us struggle to remain engaged and avoid distraction, please embrace this holiday for all that it means and all that is possible when you convince friends and family to wince, shrug and continue to shop for the best opportunities.
Five Smooth Stones: Extreme Perspective by Mark Robertson Jun 01, 2012
Invest regularly in high-quality companies when they’re on sale. Prudently diversify. It’s a little like going to battle armed with five carefully selected smooth stones and a steadfast long-term perspective.
Vicariously Brookfield by John Kimmel May 01, 2012
Our cover story is excerpted from John’s Brookfield Digest -- an exploratory newsletter aimed at sharing lessons with people than he cares about. He clearly cares about a lot of people.
Raise A Cup: Million Dollar Moment by Mark Robertson Apr 01, 2012
If you start investing the maximum allowable 401(k) contribution -- and discover opportunities using a combination of forecasted returns and quality -- when might you reach $1,000,000?
Too Much Of A Good Thing? by Cy Lynch Mar 01, 2012
In this month’s cover, Cy ponders return-centered analysis and better portfolio guidance.
Group Groundhog by Mark Robertson Feb 01, 2012
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.
Elegance and Simplicity by Ken Kavula Jan 01, 2012
We invited Ken Kavula to share his thoughts on portfolio design and management and the stunning comfort that he finds in keeping it simple, simple enough to hear the revelations and wisdom from the people around us.
Growth Diversification by Mark Robertson Dec 01, 2011
We consider one of the most powerful — and compelling — approaches to prudent diversification to be growth diversification.
Your Lifetime Dance Punchcard by Mark Robertson Nov 01, 2011
We seek promising study candidates from each weekly update of Value Line and search for lessons and stories to share. We also use that collective second opinon based VL’s low total return forecast as a backup barometer to MIPAR.
Our Collective Report Card by Mark Robertson Oct 01, 2011
Our MANIFEST 40 just celebrated its sixth birthday. This quarterly review of the most widely-followed stocks by our community is a trove of information about companies attracting the attention of thousands of like-minded investors.
Confounded By Cycles? by Mark Robertson Sep 01, 2011
With opinion-centered, 24 hour news every day we might just require some primal scream therapy.
Remember Mr. NAIC by Mark Robertson Aug 01, 2011
Ken Janke served a nation of long-term investors for nearly 50 years as a key influence in the modern investment club movement.
Stubborn About Performance by Mark Robertson Jul 01, 2011
It's a simple question. How are we doing? It's the collective "we" formed by our community of long-term investors.
Signal Crossing by Mark Robertson Jun 01, 2011
What roles do signals play in our decision-making as investors? What are some of the bigger picture indicators that we should explore?
Welcome To The Sand Box! by Mark Robertson May 01, 2011
This month we celebrate the enhancements to the Manifest Investing web site.
Fools, Flat Spot Fever & Muddy Moments by Mark Robertson Apr 01, 2011
Our community thrives on stripping away the emotions that sometimes include nasty memories, muddied results and focus on the road ahead.
Things That Go Bump In The Night by Mark Robertson Mar 01, 2011
Our Round Table monthly stock discussions are just one example of the 'campfire' opportunities to share and get some investing ideas from our friends and colleagues.
This One's For The Girls! by Mark Robertson Feb 01, 2011
The challenge is simple. Select five stocks, starting on our national holiday, Groundhog Day -- and take care of the portfolio going forward..