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Expected Returns, October 2008

Coach Inc. by Mark Robertson Oct 01, 2008

Coach ranks among the highest quality of all companies. If purses continue to be sold, we like Coach's chances.

CGM Focus by Cy Lynch Oct 01, 2008

CGMFX is not for the faint of heart, but it appears to have mastered industry/sector rotation and serves as a source of ideas and trends.

Mutual Fund Manifest by Mark Robertson Oct 01, 2008

iShares DJ US Oil Equipment and Fidelity Adv Growth top the list for October.

Sweet 16 by Mark Robertson Oct 01, 2008

The highest-rated companies based on a ranking including PAR and quality rating are Infosys Tech, Coach and Morningstar.

Tin Cup Model Portfolio by Mark Robertson Oct 01, 2008

Sell Some Wings (BWLD), Add COH & MHP.

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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.