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Solomon's Selects

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Teva Pharma by Mark Robertson Oct 01, 2013

TEVA is the largest generic drug manufacturing company in the world, and is focusing on building a stronger generic drug portfolio.

Cognizant Technology by Mark Robertson Sep 01, 2013

We generally avoid repeat selections for Solomon Select but sometimes we can’t help ourselves.

Gentex by Mark Robertson Aug 01, 2013

Long-time community favorite GNTX makes cool rear-view mirrors with auto-dimming and things like embedded displays for rear-view cameras.

MICROS Systems by Mark Robertson Jul 01, 2013

MCRS is the world’s leading developer of enterprise applications serving the hospitality and specialty retail industries.

Apple by Mark Robertson Jun 01, 2013

With products that are pervasive and ubiquitous and the #1 ranking in our MANIFEST 40 most widely-followed stocks, it’s time for AAPL to join the Solomon Select tracking portfolio.

C.H. Robinson by Mark Robertson May 01, 2013

Reliability and cost effectiveness matter more than ever and this month’s feature, CHRW is a clear industry leader.

National Oilwell Varco by Mark Robertson Apr 01, 2013

The largest provider of equipment for oil and gas drilling, the long-term outlook is bright for NOV.

Cognizant Technology by Mark Robertson Mar 01, 2013

The beat goes on with CTSH as a Round Table favorite and one of the top performers in the MANIFEST 40.

Qualcomm by Mark Robertson Feb 01, 2013

In the realm of mobile communications, it’s clearly a jungle out there for QCOM.

Atwood Oceanics by Mark Robertson Jan 01, 2013

No matter what happens with renewable sources, global demand will continue to provide upside support for oil & gas companies.

Mesa Labs by Mark Robertson Dec 01, 2012

MLAB has delivered steady growth and a growth rate in the upper teens seems feasible.

Headwaters by Mark Robertson Nov 01, 2012

We’re doing something VERY different this month with a vote against Headwaters (HW).

Kohl’s by Mark Robertson Oct 01, 2012

KSS has returned to projected market outperformance -- a red tag situation, if you will. We wait as long as it takes for these conditions to take shape.

Teva Pharma by Mark Robertson Sep 01, 2012

TEVA is a global pharmaceutical that delivers both generic and proprietary drugs.

Bio-Reference Labs by Mark Robertson Aug 01, 2012

BRLI is a repeat selection for Solomon Select, having been previously featured in December 2010.

Gildan Activewear by Mark Robertson Jul 01, 2012

GIL is a vertically-integrated manufacturer of basic, frequently-replenished, nonfashion apparel.

Walgreen by Mark Robertson Jun 01, 2012

It could be insanity or sheer stubbornness — but we really don’t think so as we select Walgreen (WAG) again, the first 4-time selection for the Solomon Select tracking portfolio since the inception of Manifest Investing.

Portfolio Recovery by Mark Robertson May 01, 2012

PRAA is a full-service provider of outsourced receivables management.

Schlumberger by Mark Robertson Apr 01, 2012

With a low total return forecast of 17%, a PAR at least in the high teens ... SLB is approximately 32% off the highs achieved during 2011.

Landauer by Mark Robertson Mar 01, 2012

LDR provides technical and analytical services to determine occupational and environmental radiation exposure.

Walgreen by Mark Robertson Feb 01, 2012

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

Infosys Tech by Mark Robertson Jan 01, 2012

INFY provides a delicious combination of exceptional implementation with one of the top-shelf quality ratings at Manifest Investing.

Southwest Airlines by Mark Robertson Dec 01, 2011

LUV makes an encore performance for December.

Masimo by Mark Robertson Nov 01, 2011

MASI is a global medical technology company that develops, manufactures, and markets noninvasive patient monitoring products that improve patient care.

IPC Hospitalist Company by Mark Robertson Oct 01, 2011

The opportunity for IPCM is consistent with others like Quality Systems but be careful out there.

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Legend
Quality Legend:
Blue Excellent with quality greater than 80.
Green Good with quality between 60 and 80.
Neutral Average or below average with quality between 20 and 60.
Red Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow PAR is above the target range of MIPAR +10%, currently 10.1%
PAR Projected Annual Return
MIPAR The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
* Not covered by Value Line Standard Edition.
b Uses price-to-book value for valuation purposes.
P/CF Uses price-to-cash flow for valuation.