Expected Returns Issues

Expected Returns, October 2017

"Friends Don't Let Friends Be Average Investors." This month we're reminded of the power of community-driven investing and we make our preparations for small company discovery -- our annual quest for the Best Rapidly-Growing Companies.

Solomon's Select | Model Portfolio

Expected Returns, September 2017

In September, we'll go "Back to School" with our launch of the Turnout Tuesday series ... a session on Selling Better? and future sessions on topics of interest to long-term investors.

Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, October 2016

Excessive adjustments to reported earnings can be disruptive. How much does GAAP versus Non-GAAP matter? What flavor of earnings seems to provide the most representative forecasts?

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Discovery Club | Perspectives

Expected Returns, July 2016

We’ve long believed that the collection of findings and recommendations in the Individual Investors Manual represent the wisdom of 50 years of successful investing with much of the content supplied by George Nicholson.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Discovery Club | Perspectives

Expected Returns, June 2016

The quest for excellent small companies never ends. From Bio-Reference Labs to NavTeq to Buffalo Wild Wings … growth succeeds. We believe that we deliver maximum value when we expose actionable ideas for consideration and analysis. Check out our weekly updates on the Forum as we sift for suitable nuggets.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, May 2016

Successful investing is turbocharged by the power of a few basis points over time as we launch some studies into potential selling disciplines and best practices. We hope to build some very actionable portfolio management ideas.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, April 2016

The debate of growth vs. value strategies will never end. Some believe that carefully-selected growth will prevail while others point to the long-term results of value-based investors. We think they’re both right and actually practice both approaches.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, March 2016

How useful are target prices? We'll continue to explore the utility of analyst consensus one year estimates but this one year perspective on Goldman Sachs threw us a March Madness sized curve ball.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, February 2016

A group of investors heeding the lessons of Graham, Babson and Nicholson has at least one leg up on the crowd and a better than average opportunity to generate exceptional returns.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, January 2016

Building expectations. It's a large measure of what sets our community of investors apart. How much value is there in 1-year forecasts?

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, December 2015

Welcome to the junction of Imagination and Vision. A big part of what sets our community of investors apart is visual context while building and monitoring expectations.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, November 2015

Over the years, our quest to seek promising small companies has yielded the likes of BRLI, IPCM, CYBX and substantial rewards. This month, we're proud to present the Manifest Investing 50 Best Small Companies for 2016. Explore. Enjoy.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, October 2015

It’s been the theme of the MANIFEST 40 since that first collection was published ten years ago. By discovering the best companies while investing with your friends, we believe that we all have a leg up on the “average investor.” The performance observed over the last ten years validates our hopes and expectations.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, September 2015

Stock-based alerts already make a difference, Brian Hayek celebrates dividend divas, and Ken Kavula delivers a portfolio analysis primer.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, August 2015

"Opportunities present themselves every day - to everyone. You just have to be alert and ready to act.” -- Marc Ostrofsky This month we begin coverage of Alerts as vigilance tools and continue to feature our portfolio design and management resources.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, July 2015

This month, as we update the most widely followed stocks, we're reminded of strength in numbers and how often our community of investors experiences long term success. Ken Kavula spends a few moments with keeping score and our target of beating the market.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, June 2015

Actionable ideas. A disciplined framework for deploying our discoveries. This month we respond to inquiries from some experienced investors with some perspective on how best to use Manifest Investing to support long-term investing efforts.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, May 2015

Kim Butcher guides us to discovering stocks under rocks, reminders from Charlie Munger about moats and Ken Kavula provides the stock features this month ... and a nudge to discover ideas by keeping track of the best stock pickers.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse

Expected Returns, April 2015

Keeping things in context and the power of Demonstration ... the Motley Fool's David Gardner reminds us how powerful a few winners can be to offset the positions that should have worked out better.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives | Clubhouse

Expected Returns, March 2015

We continue to see indications of something special ... something superior in our collective investing efforts. This month, our vision at Tin Cup turns to $2,000,000 some day soon and Ken Kavula initiates coverage of ALERTS, another tool for better vigilance.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Clubhouse