Expected Returns, April 2013 -- Manifest Investing

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.

Which Way Is The Wind Blowing? by Mark Robertson Apr 01, 2013

Is the market going up or down tomorrow? How about for the rest of the year? What about the next several years? What’s the outlook for the rest of my investment time horizon?

National Oilwell Varco by Mark Robertson Apr 01, 2013

The largest provider of equipment for oil and gas drilling, the long-term outlook is bright for NOV.

iShares Dow Jones US Oil Equipment by Cy Lynch Apr 01, 2013

While it is still somewhat of a contrarian pick, IEZ holds a quality portfolio of solid companies.

Sweet 16 by Mark Robertson Apr 10, 2013

Panning For High-Quality Stocks On Sale

Tin Cup Model Portfolio by Mark Robertson Apr 01, 2013

Accumulate Gentex

Manifest 40, March 2013 by Mark Robertson Apr 01, 2013

An update on the stocks you follow.

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.