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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

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Legend
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.