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.
Inventory Matters by Hugh McManus Jul 01, 2013
Forecasting the future is challenging, but it has to be done. Businesses have to try and predict future sales and, in an effort to support those sales, make staffing, inventory and financial commitments today.
MICROS Systems by Mark Robertson Jul 01, 2013
MCRS is the world’s leading developer of enterprise applications serving the hospitality and specialty retail industries.
Hoard vs. Herds by Mark Robertson Jul 01, 2013
Accumulate BLDRs Emerging Mkts 50 (ADRE)
Disciplined Fishing (Continued) by Mark Robertson Jul 01, 2013
In last month’s cover story, we shared a screening discipline used by Hugh McManus that enforces a routine of identifying stocks hovering near a selected low price.
Tin Cup Model Portfolio by Mark Robertson Jul 01, 2013
Trim Pepsi (PEP), Accumulate CHRW, MELI, COH
The Stocks You Follow: Manifest 40 by Mark Robertson Jul 01, 2013
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.