Expected Returns, October 2009 -- Manifest Investing

Expected Returns, October 2009

The Intelligent Investor is a book for true investors ... inherently for the longer term and requires a commitment of effort.

Intelligent Investing by Mark Robertson Oct 01, 2009

The Intelligent Investor is a book for true investors ... inherently for the longer term and requires a commitment of effort.

FTI Consulting by Mark Robertson Oct 01, 2009

FCN hails itself as "the company behind the headlines" and is regarded as the gold standard in event-driven consulting.

Hoard vs. Herds by Mark Robertson Oct 01, 2009

Sell OBEGX, Buy VUG and VEU.

bivio Dozen by Mark Robertson Oct 01, 2009

We just started a bivio Dozen model portfolio during September 2009 and we thought it would be worth a visit as this bull market has raged for a few months.

Tin Cup Model Portfolio by Mark Robertson Oct 01, 2009

Accumulate Medtronic (MDT).

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.