Expected Returns, July 2011 -- Manifest Investing

Expected Returns, July 2011

What can we learn from selections made during the last year? Last three years? Last five?

Stubborn About Performance by Mark Robertson Jul 01, 2011

It's a simple question. How are we doing? It's the collective "we" formed by our community of long-term investors.

Urban Outfitters by Mark Robertson Jul 01, 2011

We generally try to avoid repeat selections. But in this case, we'd like to "tease stubborn" with a repeat selection of Solomon Select feature for February 2011, URBN.

Fidelity Select Technology by Cy Lynch Jul 01, 2011

FSPTX is a cost-effective way to gain broad exposure to technology stocks world-wide and its solid track record and relatively experienced manager are pluses.

Sweet 16 by Mark Robertson Jul 01, 2011

Continuously At Your Fingertips

Tin Cup Model Portfolio by Mark Robertson Jul 01, 2011

Accumulate Mercadolibre (MELI)

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.