Expected Returns, September 2008 -- Manifest Investing

Has CVS painted Walgreen into a corner with limited strategic options.

Has CVS painted Walgreen into a corner with limited strategic options.

CVS Caremark appears to be firing on several cylinders and is worth a closer look.

With QQQQ a repeat pick, we turn to a review of the performance of all featured funds.

The highest-rated companies are Conoco Phillips, XTO Energy and CVS Caremark.

Sell BBBY, Add CVS & GRMN, Buy Coach.

Mark answers subscriber questions on chronicle graphs.

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.