Expected Returns, August 2012 -- Manifest Investing

Expected Returns, August 2012

Death of Equities? (continued) New? Normal? Is it different this time? We don’t know. But it’s certainly normal to wonder and there’s nothing new about that.

Now They’re Just Piling On! by Mark Robertson Aug 01, 2012

Recessions, pending recessions and imagined recessions wreak havoc. Period. Cue the Jaws soundtrack. Read on.

Bio-Reference Labs by Mark Robertson Aug 01, 2012

BRLI is a repeat selection for Solomon Select, having been previously featured in December 2010.

Hoard vs. Herds by Mark Robertson Aug 01, 2012

Buy Market Vectors Coal ETF

Sweet 16 by Mark Robertson Aug 01, 2012

Panorama: Blending A Dash of Sentiment

Tin Cup Model Portfolio by Mark Robertson Aug 01, 2012

Accumulate Bio-Reference Labs

Groundhog VI: 2012 Challenge Update by Mark Robertson Aug 01, 2012

The top of the leader board is dominated by two members of last year’s group champion Northern Traders.

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.