Expected Returns, February 2013 -- Manifest Investing

Expected Returns, February 2013

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.

Groundhog Creed Staggered? by Mark Robertson Feb 01, 2013

2012 was unkind to our band of groundhogs. Does that mean it’s time to throw in the towel? Not. Even. Close.

Qualcomm by Mark Robertson Feb 01, 2013

In the realm of mobile communications, it’s clearly a jungle out there for QCOM.

Buffalo Discovery by Cy Lynch Feb 01, 2013

BUFTX managers seek long-term capital growth by investing in a “broad range of companies in a diversified group of industries that are expected to benefit from innovation.”

Sweet 16 by Mark Robertson Feb 01, 2013

This month features the top percentile of all stocks covered at Manifest on the basis of strong fundamentals and some key technical factors.

Tin Cup Model Portfolio by Mark Robertson Feb 01, 2013

Sell Abbvie, Buy Gentex and Qualcomm

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.