Expected Returns, September 2013

In the spirit of one Sherlock Holmes, we believe that it’s elementary to remain vigilant … and centered on growth, profitability and valuation trends.

Droning About Vigilance by Mark Robertson Sep 01, 2013

The notion of remaining vigilant conjures up images of soaring eagles, hawks and owls; military or law enforcement aircraft; floating patrols; tower sentries on guard in the darkness.

Cognizant Technology by Mark Robertson Sep 01, 2013

We generally avoid repeat selections for Solomon Select but sometimes we can’t help ourselves.

Hoard vs. Herds by Mark Robertson Sep 01, 2013

Consolidate (a little) Add Vanguard Tech (VGT)

Sixteen Sticking To The Core by Mark Robertson Sep 01, 2013

This month features the top percentile of all stocks covered at Manifest Investing on the basis of a combination of return forecasts and quality.

Tin Cup Model Portfolio by Mark Robertson Sep 01, 2013

More COH & CHRW, Sell SYK and Buy TFM

Groundhog VII Update by Mark Robertson Sep 01, 2013

With five months left to the Groundhog Day finish line, this year’s group of hogs is faring pretty well.