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Expected Returns Issues

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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
Expected Returns, December 2011

This month we double down on growth diversification for purposes of portfolio design and management and the path it seems to offer to long-term superior returns.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio
Expected Returns, November 2011

As we sift through the study opportunities explored each week in our FREE weekly newsletter, long-term investors are reminded to be selective and mindful that we really only discover a limited number of "best ideas" during a lifetime of investing.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio
Expected Returns, October 2011

In these days of turbulent markets, how have our most-widely followed stocks fared? Our monthly stock study visits healthcare and information systems with IPC Hospitalist (IPCM) and our featured fund is a foray into emerging markets.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives
Expected Returns, September 2011

Keep the 24/7 news cycle in check ... experience teaches us that the long-term perspective and trends are what really matters, even while getting whipsawed.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives
Expected Returns, August 2011

We're reminded of the lessons of long-term investing as we celebrate the achievements and impact of one of the champions of the modern investment club movement.

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

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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.