Manifest Investing

Turnout Tuesday: Selling Better?

Date: Tuesday, September 05 · 8:30 PM - 9:45 PM EDT
Location: Online

Our Turnout Tuesday series will feature a number of guest presenters with topics of interest to long-term investors.

Ken Kavula and Mark Robertson will provide an encore presentation to kick off this series by talking about traditional, time-honored reasons to sell stocks. They will then extend their discussion to new selling triggers which might be helpful in limiting downside. This whole concept is a work in progress and you will see how the two guys create a thesis and then begin to test the model. They have been working on this idea for almost a year and are beginning to use parts of it to manage a tracking portfolio associated with the Mid-Michigan Round Table program. Do these new ideas really work? Only time will tell but it is one of the more interesting ideas that Mark and Ken are presently debating and testing.

Video Archive: https://www.youtube.com/watch?v=TtsyT_5lLS4

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.