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Expected Returns, December 2008

After several months of the nastiest markets seen in most people’s lifetimes, we were drawn to a down-to-earth set of Rules of Engagement shared by Charles Carlson back in 1998 after another particularly bad episode.
Rules of Engagement Redux by Mark Robertson Dec 01, 2008

After several months of the nastiest markets seen in most people’s lifetimes, we were drawn to a down-to-earth set of Rules of Engagement shared by Charles Carlson back in 1998 after another particularly bad episode.

Stryker by Mark Robertson Dec 01, 2008

SYK is no stranger to the MANIFEST Community of long-term investors, ranking #6 in our most recent list of widely-followed stocks.

NASDAQ-100 QQQ by Cy Lynch Dec 01, 2008

With QQQQ a repeat pick, we'll review our ETF Sector Radar, highlighting how it influenced our selection of QQQQ.

Mutual Fund Manifest by Mark Robertson Dec 01, 2008

Fidelity Emerging Markets tops the list for December.

Sweet 16 by Mark Robertson Dec 01, 2008

The highest-rated companies are Gildan Activewear, Stryker and Nokia.

Tin Cup Model Portfolio by Mark Robertson Dec 01, 2008

Sell Paychex, Add CTSH & MDT.

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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.