Expected Returns, December 2009 -- Manifest Investing

Expected Returns, December 2009

From a long-term perspective, we know that keeping our head down and 'in the game' is prudent and enables better futures. But when is it a good time to invest? We turned to a jolly old elf for some wisdom of the ages.

Best Season for Investing? by Mark Robertson Dec 01, 2009

From a long-term perspective, we know that keeping our head down and 'in the game' is prudent and enables better futures. But when is it a good time to invest? We turned to a jolly old elf for some wisdom of the ages.

Nokia by Mark Robertson Dec 01, 2009

NOK is ranked as the fifth most powerful and recognized brand in recent surveys and has been hammered by the global recession of 2009.

Hoard vs. Herds by Mark Robertson Dec 01, 2009

Accumulate DJ US Medical Devices.

Sweet "Sixteen" Screen by Mark Robertson Dec 01, 2009

Retail and Healthcare Suggest Opportunity.

Tin Cup Model Portfolio by Mark Robertson Dec 01, 2009

Sell FLIR Systems, Add Chipotle & Medtronic.

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.