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Expected Returns, July 2011

What can we learn from selections made during the last year? Last three years? Last five?

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

<strong>Signal:</strong> Anything that serves to indicate, warn, direct or command.

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

This month we celebrate the enhancements to the Manifest Investing web site.

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

Our community thrives on stripping away the emotions that sometimes include nasty memories, muddied results and focus on the road ahead.

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

Our Round Table monthly stock discussions are just one example of the 'campfire' opportunities to share and get some investing ideas from our friends and colleagues.

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

The challenge is simple. Select five stocks, starting on our national holiday, Groundhog Day -- and take care of the portfolio going forward..

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

There's a whole lot of impossible going on all around us.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio
Expected Returns, December 2010

We screen for the best companies. We screen for the best returns without getting too ambitious. Rinse. Repeat.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio | Perspectives
Expected Returns, October 2010

Trust, but verify. We've made subtle shifts over the years in characteristics like EPS Stability and Financial Strength ... we make another subtle change this month.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio
Expected Returns, November 2010

Small companies can deliver large impact on our investing journey.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Model Portfolio | Perspectives
Expected Returns, September 2010

We don't have all the answers, but if you're like Cy, you've found some of them in our community of like-minded, long-term fundamental investors.

Cover Story | Solomon's Select | Funds & Featured Portfolios | Stock Screen | Model Portfolio
Expected Returns, July 2010

As the first half of 2010 comes to a close and the gains of January-March were obliterated by the worst quarter since who-knows-when, many subscribers have emailed to ask what we think the future holds for investing in the stock market.

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.