Expected Returns, January 2013 -- Manifest Investing

Expected Returns, January 2013

Welcome 2013 to that time of year when we reflect in two directions. It’s hard to look forward without looking backward. We celebrate simplicity and some examples of effective long-term investing.

Enough Mayans, Back to Nostradamus by Mark Robertson Jan 01, 2013

Welcome 2013. Again, a new year. It’s also that time of year when we reflect in two directions. It’s hard to look forward without looking backward.

Atwood Oceanics by Mark Robertson Jan 01, 2013

No matter what happens with renewable sources, global demand will continue to provide upside support for oil & gas companies.

Hoard vs. Herds by Cy Lynch Jan 01, 2013

Add iShares Dow Jones US Oil Equipment (IEZ)

Sweet 16 by Mark Robertson Jan 01, 2013

Creme of the Crop

Tin Cup Model Portfolio by Mark Robertson Jan 01, 2013

Accumulate Strayer Education

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.