Expected Returns, July 2009 -- Manifest Investing

Expected Returns, July 2009

We can only hope that Faith Hill and Martina McBride will permit us to take a moment and celebrate the excellence of Michael Jackson. We often turn to country music for investment advice, but that's probably another story ... for another day..

Thriller? Beat It by Mark Robertson Jul 01, 2009

We can only hope that Faith Hill and Martina McBride will permit us to take a moment and celebrate the excellence of Michael Jackson. We often turn to country music for investment advice, but that's probably another story ... for another day..

Stryker by Mark Robertson Jul 01, 2009

Kalamazoo-based Stryker is our first three-peat selection for the Solomon Select feature. Stryker was featured in the December 2005 and December 2008 issues.

T. Rowe Price Health & Science by Cy Lynch Jul 01, 2009

PRHSX is an actively managed fund concentrating on health related companies. It provides a solid quality portfolio selected by management with an excellent track record.

Sweet 16 by Mark Robertson Jul 01, 2009

SEI Investments, Microsoft, Patterson and Disney all have higher than average potential for P/E and profitability expansion.

Tin Cup Model Portfolio by Mark Robertson Jul 01, 2009

Sold CTSH, Bought Chipotle.

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.