Expected Returns, April 2014 -- Manifest Investing

Expected Returns, April 2014

This month we take a look back at a Lost Decade and a prescient forecast by Ralph Acampora made back in October 2001.

Another Shining Moment by Mark Robertson Apr 01, 2014

If you’ve been around here as a subscriber for a while you may have heard or read about this before. For me, it was one of those etched moments during a few decades of investing. They don’t happen all that often but this one has been indelible.

Cognizant Technology by Mark Robertson Apr 01, 2014

Some might say that we’re stuck in a rut. Perhaps. But it’s a really good rut. We’ve selected CTSH on four previous occasions over the last nine years or so and we haven’t been disappointed.

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

Accumulate BLDRS Emerging Mkts 50

Sweet 16 by Mark Robertson Apr 01, 2014

In Search of Opportunity and Opinions

Tin Cup Model Portfolio by Mark Robertson Apr 01, 2014

Sell LLTC, Buy V, Accumulate MELI and URBN

Powerful But Simple Screening by Ken Kavula Apr 01, 2014

Last month we introduced 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.

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.