Expected Returns, June 2007 -- Manifest Investing

Expected Returns, June 2007

The case for the sweet spot approach gets even more compelling.

Riding Shotgun by Mark Robertson Jun 01, 2007

The case for the sweet spot approach gets even more compelling.

Varian Medical by Mark Robertson Jun 01, 2007

VAR is a premier supplier of tubes and digital detectors for X-ray imaging in medical, scientific and industrial applications.

Wasatch Heritage Growth by Cy Lynch Jun 01, 2007

WAHGX fund's relatively short history doesn't allow us to conclusively evaluate the success of its managers in following an approach that sounds promising on its face, but we like what we see so far, and on the horizon.

Mutual Fund Manifest by Mark Robertson Jun 01, 2007

VIPERs Vanguard Technology tops the list for June.

Sweet 16 by Mark Robertson Jun 01, 2007

The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.

Tin Cup Model Portfolio by Mark Robertson Jun 01, 2007

Accumulate Bed Bath & Beyond.

Shotgunning Select by Mark Robertson Jun 01, 2007

How effective is "sweet spot 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.