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Expected Returns, July 2010

As the first half of 2010 comes to a close and the gains of January-March were obliterated by the worst quarter since who-knows-when, many subscribers have emailed to ask what we think the future holds for investing in the stock market.
Potholes, Pitchforks & Perspective by Mark Robertson Jul 01, 2010

As the first half of 2010 comes to a close and the gains of January-March were obliterated by the worst quarter since who-knows-when, many subscribers have emailed to ask what we think the future holds for investing in the stock market.

Ritchie Bros Auctioneers by Mark Robertson Jul 01, 2010

RBA is a reminder and tribute to seeking opportunities among the smaller, less discovered, companies.

iShares Morningstar Large Growth Index by Cy Lynch Jul 01, 2010

Larger companies continue to provide better overall potential returns relative to their smaller peers. With MIPAR moving back above 10%, it's especially prudent to improve portfolio growth, while not compromising quality.

Sweet 16 by Mark Robertson Jul 01, 2010

A healthy defense suggestion.

Tin Cup Model Portfolio by Mark Robertson Jul 01, 2010

Accumulate Quality Systems.

Manifest Top 40 by Mark Robertson Jul 01, 2010

Twenty seven out of thirty nine active entries have outperformed the market since selection for an accuracy rating of 69.2%, down slightly from 72.5% in March 2010.

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Legend
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.