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