Expected Returns, March 2008 -- Manifest Investing

Expected Returns, March 2008

This month, Cy Lynch takes a rather ... uh ... unconventional look at the preservation of traditions and the lessons that decades of investing can teach us.

Muskrat Pageantry by Cy Lynch Mar 01, 2008

This month, Cy Lynch takes a rather ... uh ... unconventional look at the preservation of traditions and the lessons that decades of investing can teach us.

Sigma Designs by Mark Robertson Mar 01, 2008

With the advent of high-definition, SIGM is a clear frontrunner with a large market share in a rapidly-growing and profitable playing field.

Fidelity Select Technology by Cy Lynch Mar 01, 2008

We continue to believe that the technology sector as a whole presents attractive investment opportunities.

Mutual Fund Manifest by Mark Robertson Mar 01, 2008

Topping the list for March, Fidelity Select Technology and VIPERs Vanguard Technology.

Sweet "Sixteen" by Mark Robertson Mar 01, 2008

The highest-rated companies are Oshkosh Corp., FactSet Research and Meredith Publishing.

Tin Cup Model Portfolio by Mark Robertson Mar 01, 2008

Sell Masco, Buy McGraw-Hill.

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.