Expected Returns, December 2012 -- Manifest Investing

Expected Returns, December 2012

We hope for the best as we explore putting some time-honored notions about growth diversification to work in a couple of different demonstrations.

A Matter of Balance by Mark Robertson Dec 01, 2012

We know what is important. Discover high-quality companies. Own them if and only if they go “on sale” -- a condition easily detected by monitoring long-term return forecasts.

Mesa Labs by Mark Robertson Dec 01, 2012

MLAB has delivered steady growth and a growth rate in the upper teens seems feasible.

Hoard vs. Herds by Cy Lynch Dec 01, 2012

Add iShares Dow Jones US Oil Equipment (IEZ)

Sweet 16 by Mark Robertson Dec 01, 2012

For this month’s screening results, we take a look at one daily group of selections for Core Diem.

Tin Cup Model Portfolio by Mark Robertson Dec 01, 2012

Accumulate Coach (COH)

Our New Blog: Expecting Alpha. by Mark Robertson Dec 01, 2012

For so many of us, Alpha is a reality and we want to share. Bookmark it. Share it. Subscribe.

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.