Expected Returns, August 2008 -- Manifest Investing

Expected Returns, August 2008

Patiently and persistently seek opportunity across the globe.

One World, One Dream by Mark Robertson Aug 01, 2008

Patiently and persistently seek opportunity across the globe.

Quality Systems by Mark Robertson Aug 01, 2008

Quality Systems (QSII) has been featured as a small company study by Ken Kavula, was the subject of a workshop at the MANIFEST Forum, and is held by many Groundhogs in their portfolios.

SPDRs Energy Select by Mark Robertson Aug 01, 2008

Energy related stocks currently make up over 10% of the overall market and the sector's potential return is second only that of the technology sector as reflected in our ETF Sector Radar.

Mutual Fund Manifest by Mark Robertson Aug 01, 2008

First Trust ISE Chindia tops the list for August.

Sweet 16 by Mark Robertson Aug 01, 2008

The highest-rated companies are CVS Caremark, Cisco Systems and Stryker.

Tin Cup Model Portfolio by Mark Robertson Aug 01, 2008

Accumulate CVS Caremark (CVS).

Groundhog Update by Mark Robertson Aug 01, 2008

We continue to watch this competition (and experiment) with great interest. Two-thirds of the entries have beat the market since 2/2/2008 with an accuracy rating of 60.2%.

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.