Expected Returns, June 2009 -- Manifest Investing

Expected Returns, June 2009

If a Rhino falls in the forest, does he or she bounce? How should we think about strategic selling? What role does quality continue to hold.

Grated Expectations by Mark Robertson Jun 01, 2009

If a Rhino falls in the forest, does he or she bounce? How should we think about strategic selling? What role does quality continue to hold.

Weight Watchers by Mark Robertson Jun 01, 2009

WTW is executing a solid business plan and growing membership over the long term, even if there are strong challenges during the current recessionary environment.

Jensen by Mark Robertson Jun 01, 2009

JENSX reads like a Who’s Who of blue chip high-quality stocks that are frequently of interest to our community of long-term investors..

Sweet 16 by Mark Robertson Jun 01, 2009

SEI Investments, Hudson City, Microsoft, Weight Watchers, ITT Educational and Pepsi all have higher projected profitability and P/E ratios for their long-term forecasts.

Tin Cup Model Portfolio by Mark Robertson Jun 01, 2009

Hello Pepsi ... welcome back Strayer.

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.