Expected Returns, January 2010 -- Manifest Investing

Expected Returns, January 2010

In our cover story, Ted Brooks shares his prodigal 2009 investing experience.

High Point Trailered Holdings by Ted Brooks Jan 01, 2010

In our cover story, Ted Brooks shares his prodigal 2009 investing experience.

Pepsi by Mark Robertson Jan 01, 2010

We find it hard to ignore a company that ends up as King-of-the-Hill for nearly 2400 companies during our monthly snapshot ... particularly when the company has top shelf quality like PEP\r\n.

ELEMENTS Morningstar Wide Moat Focus ETN by Mark Robertson Jan 01, 2010

WMW brought home a stellar return for 2009 but it should prove to be more than a one-hit wonder.

Sweet '16': Resounding Resolutions by Mark Robertson Jan 01, 2010

With MIPAR back in single digits, shopping among the highest quality companies with the best expectations seems particularly prudent.

Tin Cup Model Portfolio by Mark Robertson Jan 01, 2010

Accumulate Medtronic.

The Rest of the Story: Wasted Wish? by Mark Robertson Jan 01, 2010

With certain apologies to Paul Harvey, we need to continue a look at our "Best Season To Invest?" theme from last month.

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.