Expected Returns, March 2012 -- Manifest Investing

Expected Returns, March 2012

We believe that our portfolios and some guiding characteristics serve as our own form of a GPS and that our dashboards will tell us what they need ... if we’re willing to listen -- and drive.

Too Much Of A Good Thing? by Cy Lynch Mar 01, 2012

In this month’s cover, Cy ponders return-centered analysis and better portfolio guidance.

Landauer by Mark Robertson Mar 01, 2012

LDR provides technical and analytical services to determine occupational and environmental radiation exposure.

Fidelity Select Insurance by Cy Lynch Mar 01, 2012

For this month’s selection we turn to the non-technology fund with the highest PAR, FSPCX.

Sweet Sixteen by Mark Robertson Mar 01, 2012

The screen this month represents the most frequently selected stocks for all of the Groundhog VI entries, our Heavy Hogs.

Tin Cup Model Portfolio by Mark Robertson Mar 01, 2012

Accumulate Urban Outfitters

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.