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Expected Returns, April 2005

In the spirit of their national holiday (April Fool's Day) we revisit a time-honored speech made by David Gardner to the National Press Club a few years ago.
A Tribute to Foolish Investing by Mark Robertson Apr 01, 2005

In the spirit of their national holiday (April Fool's Day) we revisit a time-honored speech made by David Gardner to the National Press Club a few years ago.

Fifth Third Bancorp by Mark Robertson Apr 01, 2005

This well-managed and\r\nconservative midwestern bank ranks among\r\nthe leaders in its industry based on returnon-\r\nassets (ROA), a key characteristic of banking\r\nperformance.

White Oak Select Growth by Mark Robertson Apr 01, 2005

The list was culled for mutual funds with the following characteristics: Projected Annual Return greater than the total stock market and a quality rating greater than 65. The result is White Oak Growth (WOGSX).

Mutual Fund Manifest by Mark Robertson Apr 01, 2005

Fund Manifest for April 2005

Sweet 16 by Mark Robertson Apr 01, 2005

Stock Screen for April 2005

Questions & Comments by Mark Robertson Apr 01, 2005

The following letters and questions were received from subscribers recently.

Rhino Investing and Corrective Lenses by Mark Robertson Apr 01, 2005

If you invest like a rhinocerous or map the migration of lemmings, be assured there's a better way.

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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.