Manifest Investing

Round Table (May 2018)

Date: Tuesday, May 29 · 8:30 PM - 9:45 PM EDT
Location: Online

We may have held an interim fake news version of the Round Table live at the recent 2018 NAIC National Convention in Orlando, Florida. But that was just a warmup for the real enchilada on May 29. As we do every month, our cadre of stock selection knights will share some of their best current ideas while maintaining a tracking portfolio of monthly selections that now spans nearly eight years. Knights and Damsels participating this month are Kim Butcher, Ken Kavula, Cy Lynch, Mark Robertson and Nick Stratigos. The Round Table tracking portfolio has beaten the Wilshire 5000 since inception by 5-6 percentage points. The annualized rate of return is 17.5%.

Stocks likely to be discussed include: Celgene (CELG) and TBD.

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 13.1%-18.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 18.1%
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.