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Expected Returns, March 2005

We believe that the answer is a resounding "Yes!" Manifest, even. Welcome to the return of our monthly newsletter focused on strategic long-term investing..
Can Investing Really Be This Simple? by Mark Robertson Mar 01, 2005

We believe that the answer is a resounding "Yes!" Manifest, even. Welcome to the return of our monthly newsletter focused on strategic long-term investing..

Ruby Tuesday by Mark Robertson Mar 01, 2005

A little more than 30 years ago, Sandy Beall and a handful of his college fraternity friends decided to chase a dream, much in the spirit of the popular Rolling Stone song of the same name. As they say, the rest is history.

American Century Ultra by Mark Robertson Mar 01, 2005

A highly-respected mutual fund family with solid management characteristics and long-term results for shareholders..

Mutual Fund Manifest by Mark Robertson Mar 01, 2005

Fund Manifest for March 2005

Sweet 16 by Mark Robertson Mar 01, 2005

All of the listed companies have quality ratings greater than 65 (Excellent.) Quality is always important, but it takes on added significance during periods when bull markets have been running for a while..

Of Chocolate And Lemonade by Mark Robertson Mar 01, 2005

The fourth day of every new year marks the collapse of our dreaded new year's resolutions.

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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.