Expected Returns, June 2012
When David ran to face Goliath was fear a factor? What's the connection between five smooth stones and extreme planning? This month we take a look at stubborn persistence and momentum as a part of stock studies.
Five Smooth Stones: Extreme Perspective by Mark Robertson Jun 01, 2012
Invest regularly in high-quality companies when they’re on sale. Prudently diversify. It’s a little like going to battle armed with five carefully selected smooth stones and a steadfast long-term perspective.
Walgreen by Mark Robertson Jun 01, 2012
It could be insanity or sheer stubbornness — but we really don’t think so as we select Walgreen (WAG) again, the first 4-time selection for the Solomon Select tracking portfolio since the inception of Manifest Investing.
T. Rowe Price Science & Technology by Mark Robertson Jun 01, 2012
PRSCX may be stagnant for a few months and we’ll continue to accumulate if the fundamentals remain intact.
Sweet 16 by Mark Robertson Jun 01, 2012
Introducing Fusion: Returns, Quality and Momentum
Tin Cup Model Portfolio by Mark Robertson Jun 01, 2012
Accumulate Cisco Systems (CSCO)
Groundhog 2012: Rhino Rampage Alert! by Mark Robertson Jun 01, 2012
we review our Groundhog Challenge VI (2012) at the 4-month “mile marker” … taking a look at the field about 1/3rd of the distance.