Expected Returns, May 2014 -- Manifest Investing

Expected Returns, May 2014

What can we learn from successful long-term investors? This month we take a look at a screening technique for non-core opportunities inspired by our repeat Groundhog Champions.

Victory By Escape Velocity? by Mark Robertson May 01, 2014

What would it take to capture lightning in a bottle and identify companies that could deliver leadership returns?

Fossil, Francesca’s & Lululemon by Mark Robertson May 01, 2014

FOSL, FRAN, LULU … and Coach (COH). Indecisive this month, guys?

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

Financials have moved — once again — into the pole position, mostly on the heels of multiple swoons at places like JP Morgan Chase

Sweet 16 by Mark Robertson May 01, 2014

Now For Something Completely Different

Tin Cup Model Portfolio by Mark Robertson May 01, 2014

Accumulate Coach

Discovering Core Stocks by Ken Kavula May 01, 2014

This month, a continuation on stock screening at Manifest Investing.

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.