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Expected Returns, March 2014

During our recent TSP webcast, the audience was quiet. Too quiet. Turns out that attendees were rustling papers and punching keyboards, putting their own statements to work. We clearly struck a nerve.
March Madness: Mutual Funds by Mark Robertson Mar 01, 2014

when looking at the listing of funds covered by Manifest Investing, the number of entries in the sweet spot is sparse, and that's being really diplomatic.

Fossil by Mark Robertson Mar 01, 2014

FOSL is well-positioned to thrive in a recovery and it is a multiple Round Table selection … so it has plenty of cheerleaders.

Fund Analysis: Hoard vs Herd by Mark Robertson Mar 01, 2014

While ADRE accounts for the lagging positions, it remains at the top of the Morningstar ETF manifest, so we’ll continue to persist.

Sweet 16 by Mark Robertson Mar 01, 2014

This month we take a look at a service we provide each week as the updates roll on 1/13th of the stocks that we cover, in search of opportunity and opinions.

Tin Cup Model Portfolio by Mark Robertson Mar 01, 2014

Sell Quality Systems (QSII), Buy Mindray Medical (MR)

Simplicity and Success in Investing by Mark Robertson Mar 01, 2014

This month we introduce a new feature for the monthly e-newsletter, The Clubhouse. We’ll be sharing features and tips & tricks … based on your feedback and favorite resources.

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Legend
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.