Expected Returns, September 2017

In September, we'll go "Back to School" with our launch of the Turnout Tuesday series ... a session on Selling Better? and future sessions on topics of interest to long-term investors.

FleetCor Technologies (FLT) by Mark Robertson Sep 13, 2017

Forbes publishes a list of the 100 Most Innovative Companies in the world. FleetCor Technologies (FLT) is part of that list and Ken Kavula presented the company at the August Round Table. It is also noteworthy that FLT qualifies as a triple play screening candidate (high return forecast, better profitability and better P/E ratios in the long-term forecast.)

AdvisorShares Focused Equity (CWS) by Mark Robertson Sep 28, 2017

After beating the S&P 500 in 8 of the last 10 years, it looks like a photo finish for 2017 for Eddy Elfenbein and his Buy List-based ETF as the 4th quarter of 2017 unfolds.

Sweet 16: Top Percentile Based on Quality and Long-Term Forecast by Mark Robertson Sep 01, 2017

Best returns and best quality? Take the top one percent of all covered stocks and blend in favorable outlooks for the next year. The featured stocks include Five Below (FIVE), General Electric (GE), Charles Schwab (SCHW), Akamai Technologies (AKAM) and Alliance Data Systems (ADS).

Tin Cup Model Portfolio (September 2017) by Mark Robertson Sep 01, 2017

Another solid month for Tin Cup as August performance outpaced the Wilshire 5000. Since inception (1994), the rate of return is 13.9% versus 7.0% for the total stock market.