Expected Returns, October 2012
“Over 39 years of investing had delivered annualized returns of slightly over 20% to the clients of Walter Schloss. He worked entirely from a few publications like Value Line ...” -- Warren Buffett, “The SuperInvestors of Graham-and-Doddsville”
Honoring Walter Schloss by Mark Robertson Oct 01, 2012
This month, we celebrate his approach to investing -- including a nod to Warren Buffett (Ben Graham) and Value Line.
Kohl’s by Mark Robertson Oct 01, 2012
KSS has returned to projected market outperformance -- a red tag situation, if you will. We wait as long as it takes for these conditions to take shape.
Hoard vs. Herds by Cy Lynch Oct 01, 2012
Vanguard Technology (VGT) and Vanguard Growth (VUG)
Sweet 16 by Mark Robertson Oct 01, 2012
This month’s screening results continue to explore some of the concepts we’re evaulating when it comes to blending elements of momentum, sentiment and trend as we search for opportunities.
Tin Cup Model Portfolio by Mark Robertson Oct 01, 2012
Accumulate Cisco Systems