Expected Returns Issues

Expected Returns (November 2019)

Don't stop now. As we celebrate our 5th consecutive year of beating the market for the Best Small Companies, we're reminded that the January Effect is still a work in progress. Be persistent in your hunting. We'd love to identify companies that would have made the 2020 roster between now and New Year's Day 2020.

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Expected Returns, December 2014

This tribute to Arnold Bernhard, founder of Value Line, includes a powerful reminder that quality enables long term sleep-at-night investing.

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Expected Returns, September 2014

This month we honor the past and remind that 1. Quality matters and 2. We're here for the returns. Our approach is unique, focused on "buying high and selling low" from the perspective of forecasts -- and our development continues as we build better resources.

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Expected Returns, August 2014

Another summer is winding down. We appreciate your patience as we continue our development efforts and we’ll return to normal publication schedule in September.

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Expected Returns, July 2014

We want to focus on what matters ... and continuously become a better long-term investing resource for you. This month we revisit what's important and offer some glimpses of some work in progress.

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Expected Returns, Jun 2014

This month we are reminded to focus on growth, profitability and valuation ... and that it's easier (and more fun) with friends. Our investing community is a source of ideas and support for the marathon.

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Expected Returns, May 2014

What can we learn from successful long-term investors? This month we take a look at a screening technique for non-core opportunities inspired by our repeat Groundhog Champions.

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Expected Returns, April 2014

This month we take a look back at a Lost Decade and a prescient forecast by Ralph Acampora made back in October 2001.

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Expected Returns, March 2014

During our recent TSP webcast, the audience was quiet. Too quiet. Turns out that attendees were rustling papers and punching keyboards, putting their own statements to work. We clearly struck a nerve.

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Expected Returns, February 2014

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.

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Expected Returns, January 2014

“The only people who think buy-and-hold is dead are short-term thinkers frustrated by their inability to follow it.” -- Morgan Housel, The Motley Fool (2013)

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Expected Returns, December 2013

We'll side with Graham in our quest for above-average performance ... dare to be a little different ... and lean on a heavy dose of skepticism about shortcuts.

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Expected Returns, November 2013

This month we take a look at the drivers and benefits of industry studies, attempt to extract some lessons from Educational Services, feature Masimo (MASI) and celebrate $2,000,000 for the Bare Naked Million.

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Expected Returns, October 2013

The methodology works. We take a look at your favorite stocks with a most widely-held update of the MANIFEST 40, how they've done over eight years and why we expect similar success from the next eight or 70 years.

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Expected Returns, September 2013

In the spirit of one Sherlock Holmes, we believe that it’s elementary to remain vigilant … and centered on growth, profitability and valuation trends.

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Expected Returns, August 2013

When markets get hot, prices surge ... and in some cases the stock prices are literally outpacing their foundation. This month we take a look at the big picture and visit the topics of capital preservation and/or ratcheting up selectivity.

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Expected Returns, July 2013

As we monitor companies for signs of economic recovery, Hugh McManus shares specific operating characteristics that can provide warnings or precursors of expanding opportunity.

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Expected Returns, May 2013

This month we visit some letters, questions and commentary ... celebrating your curiosity and achievements. Can old dogs learn new tricks? What about young dogs?

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Expected Returns, April 2013

This month we take a look at the wind (speed and direction) of the stock market using our MANIFEST 40 and the Value Line return forecasts as featured recently in WSJ/MarketWatch.

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