Expected Returns, February 2012 -- Manifest Investing

Expected Returns, February 2012

For the fourth time in five years, the participants in our annual Groundhog Challenge stock picking contest outperformed stock fund managers with four of the top five positions claimed by investment clubs.

Group Groundhog by Mark Robertson Feb 01, 2012

This year, it’s all about the groups known as investment clubs. The group entries from clubs won the overall championship and locked down four of the top five positions.

Walgreen by Mark Robertson Feb 01, 2012

A stormy relationship and breakup with Express Scripts isn't the first commercial storm faced by Walgreens.

Nasdaq-100 by Cy Lynch Feb 01, 2012

This month we accumulate one of our favorite high-quality and technology laden funds.

Sweet Sixteen by Mark Robertson Feb 01, 2012

This month features the top percentile of all stocks covered at Manifest on the basis of projected return and quality rating.

Tin Cup Model Portfolio by Mark Robertson Feb 01, 2012

As our demonstration portfolio approaches $1,000,000 in total assets ... we accumulate Quality Systems.

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.