Expected Returns, September 2010 -- Manifest Investing

Expected Returns, September 2010

We don't have all the answers, but if you're like Cy, you've found some of them in our community of like-minded, long-term fundamental investors.

Pastimes, Passions & Big Tents by Cy Lynch Sep 01, 2010

We don't have all the answers, but if you're like Cy, you've found some of them in our community of like-minded, long-term fundamental investors.

Cisco Systems by Mark Robertson Sep 01, 2010

CSCO is a dominant force in the Internet widget space and the quality rating suggests strong growth, profitability, relative stability and a strong balance sheet over the last several years.

Hoard vs. Herds: WMW by Mark Robertson Sep 01, 2010

Accumulate Morningstar Wide Moat (WMW).

Sweet 16 by Mark Robertson Sep 01, 2010

Fair Values and Discount Pricing.

Tin Cup Model Portfolio by Mark Robertson Sep 01, 2010

Sell Goldman Sachs, Buy Cisco and Deckers.

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.