Expected Returns Issues

Expected Returns, August 2013

When markets get hot, prices surge ... and in some cases the stock prices are literally outpacing their foundation. This month we take a look at the big picture and visit the topics of capital preservation and/or ratcheting up selectivity.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, July 2013

As we monitor companies for signs of economic recovery, Hugh McManus shares specific operating characteristics that can provide warnings or precursors of expanding opportunity.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, May 2013

This month we visit some letters, questions and commentary ... celebrating your curiosity and achievements. Can old dogs learn new tricks? What about young dogs?

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, April 2013

This month we take a look at the wind (speed and direction) of the stock market using our MANIFEST 40 and the Value Line return forecasts as featured recently in WSJ/MarketWatch.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, March 2013

“The most convincing proof of superior management lies in a superior comparative record over time.” -- Benjamin Graham. Going forward, we'll be using a percentile ranking for quality for powerful context.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, February 2013

A group of investors heeding the lessons of Graham, Babson and Nicholson has at least one leg up on the crowd and a better than average opportunity to generate exceptional returns.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

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.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

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.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, November 2012

This month we take a look at targeting at Manifest Investing, choosing from the best alternatives because no matter what happens with the economy -- we can isolate the best places to be.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

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”

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, September 2012

Long-term investing is not a zero sum game. The stewards of Wall Street would do well to remember, well ... stewardship. We'll continue to long for a return to the spirit and intent on display under the Buttonwood tree.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

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.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, July 2012

When Bears dominate the cover of Barron’s and pundits suggest it’s time to run for the hills -- it’s invariably prudent to do precisely the opposite. While you're at it, convince your family and friends to follow you.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, June 2012

When David ran to face Goliath was fear a factor? What's the connection between five smooth stones and extreme planning? This month we take a look at stubborn persistence and momentum as a part of stock studies.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, May 2012

Our cover story this month is excerpted from John Kimmel's Brookfield Digest and Brian Hayek contributes this month’s screening feature sharing some of his favorite Dividend Divas.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives

Expected Returns, April 2012

Our Tin Cup demonstration portfolio attained the million dollar level for the first time during March 2012. Raise a cup and toast what is possible.

Cover Story | Solomon's Select | Fund Manifest | Stock Screen | Model Portfolio | Perspectives

Expected Returns, March 2012

We believe that our portfolios and some guiding characteristics serve as our own form of a GPS and that our dashboards will tell us what they need ... if we’re willing to listen -- and drive.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, February 2012

For the fourth time in five years, the participants in our annual Groundhog Challenge stock picking contest outperformed stock fund managers with four of the top five positions claimed by investment clubs.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio

Expected Returns, January 2012

Exhausted or frustrated by Wall Street detours and breaches of trust? Don’t be duped by the 24-hour, 7-day news cycle. It’s the long-term trends and long-term relationships in our lives that really matter.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives