Expected Returns, December 2013 -- Manifest Investing

Expected Returns, December 2013

We'll side with Graham in our quest for above-average performance ... dare to be a little different ... and lean on a heavy dose of skepticism about shortcuts.

Why Would We Settle For Less? by Mark Robertson Dec 01, 2013

The investment world abounds with examples of mangled math and distractions that often detour our attention from the things that really matter.

Quality Systems by Mark Robertson Dec 01, 2013

We repeat the selection of an old favorite that has stumbled and appears to be possibly regaining its balance, QSII.

Hoard vs. Herds by Mark Robertson Dec 01, 2013

Set Buffalo Discovery Free, Accumulate IEZ

Sweet 16 by Mark Robertson Dec 01, 2013

Deep Value Bottom Fishing

Tin Cup Model Portfolio by Mark Robertson Dec 01, 2013

Accumulate C.H. Robinson

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.