Expected Returns, September 2013 -- Manifest Investing

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.

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.