Expected Returns, July 2012 -- Manifest Investing

Expected Returns, July 2012

When Bears dominate the cover of Barron’s and pundits suggest it’s time to run for the hills -- it’s invariably prudent to do precisely the opposite. While you're at it, convince your family and friends to follow you.

Greatly Exaggerated Demise by Mark Robertson Jul 01, 2012

As all of us struggle to remain engaged and avoid distraction, please embrace this holiday for all that it means and all that is possible when you convince friends and family to wince, shrug and continue to shop for the best opportunities.

Gildan Activewear by Mark Robertson Jul 01, 2012

GIL is a vertically-integrated manufacturer of basic, frequently-replenished, nonfashion apparel.

Hoard vs. Herds by Cy Lynch Jul 01, 2012

Buy iShares DJ US Oil Equipment (IEZ)

Sweet 16 by Mark Robertson Jul 01, 2012

More Fusion: Return, Quality, Momentum & Trend

Tin Cup Model Portfolio by Mark Robertson Jul 01, 2012

Accumulate Cisco Systems (CSCO)

Manifest Top 40 by Mark Robertson Jul 01, 2012

Your widely-followed stocks, a place where ideas are born.

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.