Expected Returns, November 2013 -- Manifest Investing

Expected Returns, November 2013

This month we take a look at the drivers and benefits of industry studies, attempt to extract some lessons from Educational Services, feature Masimo (MASI) and celebrate $2,000,000 for the Bare Naked Million.

Excursions of Exuberance by Mark Robertson Nov 01, 2013

Our community of like-minded long term investors can be a wealth of guidance. The lessons over the decades are strong and sometimes we all have to be reminded to listen to our own instincts and advice.

Masimo by Mark Robertson Nov 01, 2013

MASI is near the top of the small company screen and overall screening results this month, so we’ll double down on our selection made two years ago.

Fund Analysis: Hoard vs. Herds by Mark Robertson Nov 01, 2013

Lump Sum Gone Naked

Sweet 16 by Mark Robertson Nov 01, 2013

Separating The Treats From The Tricks (Again)

Tin Cup Model Portfolio by Mark Robertson Nov 01, 2013

Accumulate Fresh Market (TFM)

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.