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Expected Returns, November 2008

Our presidential candidates had plenty of venom for "Wall Street" and "investors" during the campaign. In this letter, we share that tomorrow is NOT the future when it comes to long-term investing.
An Open Letter to the President by Mark Robertson Nov 01, 2008

Our presidential candidates had plenty of venom for "Wall Street" and "investors" during the campaign. In this letter, we share that tomorrow is NOT the future when it comes to long-term investing.

Schlumberger by Mark Robertson Nov 01, 2008

SLB is likely to be involved in whatever energy path evolves going forward.

Vipers Vanguard Technology by Cy Lynch Nov 01, 2008

VGT's high overall quality, strong relative growth expectations and low costs, lead us to believe this is a great time to consider adding or accumulating VGT.

Mutual Fund Manifest by Mark Robertson Nov 01, 2008

iShares Dj US Oil Equipment and CGM Focus top the list for November.

Sweet 16 by Mark Robertson Nov 01, 2008

The highest-rated companies are Harris, Walgreen and SLB.

Tin Cup Model Portfolio by Mark Robertson Nov 01, 2008

Sell Home Depot (HD), Buy CTSH and ISRG.

401(k) Crisis? by Mark Robertson Nov 01, 2008

Those who try to time the market in their qualified plans run the risk of missing a major, sudden, advance in the overall stock market when the rhinos decide it's time to roll again.

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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.