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Article Results:

[Dec 01, 2006] Fastenal, by Mark Robertson
Fastenal ranks as one of the more widely-followed stocks in our community.

[Dec 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Fastenal, Accenture and FactSet Research..

[Mar 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, NAVTEQ, Select Comfort and Oracle.

[Jan 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Oracle, Fastenal, Maxim Integrated Products and Wellpoint Health.

[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.

[Nov 01, 2013] Fund Analysis: Hoard vs. Herds, by Mark Robertson
Lump Sum Gone Naked

[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.

[Jun 01, 2019] Tin Cup Demonstration Portfolio (June 2019), by Mark Robertson
April was sweet. May was the opposite. April showers didn't bring May flowers ... more like sludge. On the bright side, we get more ice cream ...

[May 01, 2019] Tin Cup Demonstration Portfolio (May 2019), by Mark Robertson
It's Blind Side all over again as Qualcomm considerably bolsters the Tin Cup portfolio during April.

[Dec 11, 2007] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 since inception are FactSet Research, Danaher and Cisco Systems.

[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.

[Feb 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are NAVTEQ, Excel Technology, Home Depot and Zimmer Holdings.

[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.

[Feb 01, 2008] The Shadow of Success, by Mark Robertson
You can't have a shadow without a little sunshine.

[Aug 14, 2018] Smooth Investing -- After Four Years, by Mark Robertson
Smoothie investing is all about the balance between stalwart blue chips and rapidly-growing companies. This tracking portfolio, bolstered by Amazon, Visa and Apple has racked up a 13.5% rate of return over the trailing four years.

[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.

[Mar 29, 2007] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our seventh edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.

[Oct 01, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 with the largest annualized relative returns since inception are Quality Systems, Infosys Tech and FactSet Research.

[Dec 15, 2009] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 are Cognizant Technology, Quality Systems and Infosys Tech.

[Jul 01, 2009] Manifest Top 40, by Mark Robertson
The MANIFEST TOP 40 is now 3.75 years old. The list represents the most widely-followed companies from subscriber dashboards. The annualized rate of return for the stocks on your collective dashboards is (-3.0%) versus (-8.0%) for the Wilshire 5000.

[Sep 30, 2008] Manifest Top 40, by Mark Robertson
Our MANIFEST 40 is a list of the most widely-followed stocks by subscribers. The annualized rate of return for the stocks on our collective dashboards is 4.1% versus (0.4%) for the Wilshire 5000 since inception.

[May 08, 2009] Manifest Top 40, by Mark Robertson
Walgreen (WAG) continues in the lead as the company found on the highest number of subscriber dashboards. The top ten was unchanged since the December edition of the MANIFEST 40.

[Dec 30, 2006] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our sixth edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.

[Dec 17, 2008] Manifest Top 40, by Mark Robertson
The outlook continues to be favorable for the MANIFEST 40. It's the relative return that matters with a long-term perspective. We'll take +6% and wish everybody the best of the holiday season.

[Jul 01, 2008] Manifest Top 40, by Mark Robertson
This is our 12th edition of the MANIFEST 40, covering the last 3 years. It's a list of the most widely-followed stocks by subscribers.

[Dec 17, 2007] Christmas Countdown: StockWatch Reports, by Mark Robertson
With the release of the latest MANIFEST 40, we've decided to perform a bunch of StockWatch reports on the most widely-held residents in subscriber dashboards.

[Mar 27, 2008] Manifest Top 40, by Mark Robertson
This is our 11th edition of the MANIFEST 40, covering the last 33 months. It's a list of the most widely-followed stocks by subscribers.

[Jul 01, 2007] Manifest Top 40, by Mark Robertson
Our quarterly "consensus" returns with our eighth edition of the Manifest Top 40, a list of the most widely-followed stocks by subscribers.

[Jan 01, 2016] MANIFEST 40 Update, by Mark Robertson
The 40 stocks are something of a barometer because we know that these community favorites are not simply followed ... most of them are also widely owned, with considerable diligence and vigilance.

[Oct 05, 2016] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.

[Jul 01, 2015] Strength In Numbers, by Mark Robertson
“It’s about creating strength in numbers ... finding common ground ... and supporting each other.” -- Jane Kim.

[Oct 01, 2015] Celebrating 10 Years of Favorites, by Mark Robertson
In the October 2005 issue, we launched the MANIFEST 40, built from the stocks that most frequently appear on subscriber dashboards, and this tracking dashboard has delivered a rate of return of 8.8% since inception.

[Dec 01, 2015] Bare Naked Million Portfolio, by Mark Robertson
The Bare Naked Million portfolio was born around Christmas 2006. The genesis was a phone call asking “What would you do with $1,000,000? How would you invest it if it were your money?”

[Jan 01, 2016] Smoothie Checkup, by Mark Robertson
As we reinforced in the August 2014 cover story, blending matters. Include some core investments with some promising growth and the result can be blend that raises the probability of success for long-term investor.

[Sep 01, 2015] Sweet 16, by Brian Hayek
Dividend Divas: Redux

[Sep 01, 2015] The Best Is Yet To Come (Continued), by Mark Robertson
I knew it would happen. I just didn’t expect it to be so immediate. NVO triggered an alert and I received that nudge I needed.

[Jan 01, 2015] MSC Industrial Direct, by Mark Robertson
This month’s stock feature is a company that is never too far from our radar screens. MSM markets industrial products to small- and mid-sized customers throughout the United States.

[Jul 01, 2015] Measuring Performance Results, by Ken Kavula
Keeping track of your relative return keeps you focused on success. It allows you to assess your performance in a relatively straight-forward, accurate way using a value that we can depend on for accuracy.

[Mar 01, 2015] Dawns of Awakening Redux, by Mark Robertson
Several years into what has proved to be something of a secular bull market, we find that many investors around us are sad. Confused. Frustrated.

[Jan 01, 2015] We Hope You Dance, by Mark Robertson
We close our first ten years at Manifest Investing with a celebration of the dance.

[Dec 01, 2013] Why Would We Settle For Less?, by Mark Robertson
The investment world abounds with examples of mangled math and distractions that often detour our attention from the things that really matter.

[Nov 01, 2013] Excursions of Exuberance, by Mark Robertson
Our community of like-minded long term investors can be a wealth of guidance. The lessons over the decades are strong and sometimes we all have to be reminded to listen to our own instincts and advice.

[Sep 01, 2013] Hoard vs. Herds, by Mark Robertson
Consolidate (a little) Add Vanguard Tech (VGT)

[Oct 01, 2013] Is Buy-and-Hold Dead?, by Mark Robertson
You don’t have to google very long to come up with a long list of articles and commentaries about the death of “buy and hold” as a strategy.

[May 01, 2013] The Learning Never Stops, by Mark Robertson
This month we visit some letters, questions and commentary ... celebrating your curiosity and achievements. Can old dogs learn new tricks? What about young dogs?

[Apr 01, 2013] Which Way Is The Wind Blowing?, by Mark Robertson
Is the market going up or down tomorrow? How about for the rest of the year? What about the next several years? What’s the outlook for the rest of my investment time horizon?

[May 01, 2012] Vicariously Brookfield, by John Kimmel
Our cover story is excerpted from John’s Brookfield Digest -- an exploratory newsletter aimed at sharing lessons with people than he cares about. He clearly cares about a lot of people.

[Dec 01, 2011] Growth Diversification, by Mark Robertson
We consider one of the most powerful — and compelling — approaches to prudent diversification to be growth diversification.

[Dec 01, 2011] Southwest Airlines, by Mark Robertson
LUV makes an encore performance for December.

[Nov 01, 2010] 'Little' Nudges Make A Difference, by Ken Kavula
Small companies can deliver large impact on our investing journey.

Skip to Article Results

Forum Post Results:

Fastenal (FAST) · by Mark Robertson · 12/17/2019 11:05 AM · Stocks
Value Line Close (12/20/2019) We are looking for full-year 2019 share net of $1.35, going up to $1.45 in 2020. Uncertainties regarding the ongoing...

Fastenal (FAST) · by Mark Robertson · 06/18/2019 12:57 PM · Stocks
Value Line Close This timely stock is a good barometer of the general industrial economy. As a result, should an economic downturn occur, Fastenal...

Fastenal (FAST) · by Mark Robertson · 10/09/2013 10:36 AM · Stocks
Checking in on that Gasoline-Enriched Fire from early 2012

Fastenal (FAST) · by Mark Robertson · 07/12/2012 07:53 AM · Stocks
A few have asked about the decision to remove (perhaps temporarily) Fastenal (FAST) from the Bare Naked Million portfolio earlier this year....

Fastenal (FAST) · by Mark Robertson · 02/24/2012 02:31 PM · Stocks
Chuck Carnevale believes that Fastenal (FAST) is grossly overvalued: http://seekingalpha.com/article/337331-fastenal-a-vivid-case-of-overvaluation...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:37 PM · Stocks
Conclusions Using MyStudies to check the impact of assuming (and filling in the blanks with) 11%, 12% and 25x … along with a payout ratio of 40% —...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:42 PM · Stocks
A Little More Gasoline For The Fire Taking a look at the technical analysis (long-term) and heeding the relative strength index (RSI) … we see that...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:23 PM · Stocks
Profitability Trends and Analysis FAST drooped to 10% net profit margins in the wake of the Great Recession. I’m not having much trouble attaching...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:31 PM · Stocks
Projected Average P/E Ratio Value Line has a 3-5 year forecast of 25. Eyeballing the historical average P/E ratios, although 25x is “strong” FAST...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:11 PM · Stocks
Trend Analysis Note: The Value Line 3-5 year low total return forecast is Nil. (That’s analyst code for zero.) The gray shaded area is the Great...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 11:37 AM · Stocks
For purposes of the BareNaked Million (BNM) portfolio, we need to run an audit on Fastenal (FAST). First of all, Fastenal is clearly a community...

Fastenal (FAST) · by Mark Robertson · 07/12/2011 08:48 PM · Stocks
As shown here, the analyst consensus expectation was a little more optimistic:

Fastenal (FAST) · by Mark Robertson · 03/21/2018 05:43 PM · Stocks
Equity Analysis Compared to six months ago, the sales growth forecast, net margin expectations and average P/E projections have all been “bumped...

Fastenal (FAST) · by Mark Robertson · 01/27/2012 12:21 PM · Stocks
Trend Analysis – Including 2013 Analyst Consensus Estimates The (11) analysts who follow FAST are out with 2013 forecasts of $3.67B for sales and...

Fastenal (FAST) · by Mark Robertson · 07/12/2011 04:18 PM · Stocks
Fastenal (FAST) reported $0.32 for 2Q earnings yesterday.

Resist: Fastenal (FAST) · by Mark Robertson · 06/30/2011 10:09 AM · Stocks
Solomon says … :)

Fastenal (FAST) · by Mark Robertson · 09/20/2017 10:43 AM · Stocks
We are surprised that Fastenal is not doing more with its strong finances. The company certainly has the option of borrowing more, since its...

Fastenal (FAST) · by Mark Robertson · 11/16/2016 06:30 PM · Stocks
Current Chronicle … clearly shows the plateau and implies that fundamentals have slightly weakened but that the return forecast (PAR) now appears...

Fastenal (FAST) · by Mark Robertson · 11/16/2016 06:28 PM · Stocks
Current Analysis

Fastenal (FAST) · by Mark Robertson · 11/16/2016 06:16 PM · Stocks
Three Years Later … … and the decision still looks like a good one for the Bare Naked Million portfolio as Fastenal (FAST) has been sluggish and...

Fastenal (FAST) · by Mark Robertson · 09/21/2016 01:36 PM · Stocks
Fastenal (FAST) continues to rank as the 4th most widely followed stock by Manifest Investing subscribers.

Fastenal (FAST) · by Mark Robertson · 06/21/2016 10:13 AM · Stocks
There’s a reason that Fastenal (FAST) is the 4th most widely-followed stock by our community of investors. And as the time series graphic that we...

Fastenal (FAST) · by Mark Robertson · 04/11/2014 08:42 AM · Stocks
Fastenal (FAST) net profit climbed to $111.93M from $109.05M a year earlier. Growth in net revenue was primarily due to higher unit sales. Average...

Fastenal (FAST) · by Dan Hess · 10/09/2013 11:16 AM · Stocks
I just finished reading the quarterly report and listening to the 3Q conference call and agree with your assessment. It seems Mr Market was...

Fastenal (FAST) · by Mark Robertson · 10/09/2013 10:30 AM · Stocks
Fastenal -5% premarket after Q3 falls short of estimates • 8:42 AM More on Fastenal’s (FAST) Q3 results: As in its Q2 report, FAST warns that sales...

Fastenal (FAST) · by Mark Robertson · 02/24/2012 02:50 PM · Stocks
This is actually a better look at what a +9-10% relative return looks like over twenty years.

Fastenal (FAST) · by Mark Robertson · 07/12/2012 07:20 AM · Stocks
An old friend, Fastenal (FAST), heard from with an earnings BEAT this morning. These may be fewer and farther between than we’d like for 2Q...

Fastenal (FAST) · by Dan Hess · 02/24/2012 04:13 PM · Stocks
It is hard to disagree with Chuck Carnvales view that FAST seems overpriced based upon historic data. The Business Week article indicates Bob...

Fastenal (FAST) · by Dan Hess · 01/27/2012 10:24 PM · Stocks
This article by the Motley Fool indicates they like the Vending Machine approach Fastenal has initiated. In short a win win as it lowers costs for...

Fastenal (FAST) · by Dan Hess · 01/27/2012 02:20 PM · Stocks
Mark Thanks for your updated look at Fastenal (FAST). First let me say I am a long time follower of FAST and am of the view it is a very well...

Fastenal (FAST) · by Dan Hess · 07/12/2011 11:23 PM · Stocks
I listened to the FAST conference call and it was rather bullish. A few points: 1) The use of vendor boxes to dispense items is going well with the...

Fastenal (FAST) · by Mark Robertson · 12/21/2009 11:08 AM · Stocks
Valuation: Projected Average P/E By its industry and growth rate alone, Fastenal “deserves or merits” a P/E on the order of 17.5. Historically,...

Fastenal (FAST) · by Mark Robertson · 12/21/2009 10:57 AM · Stocks
As the recession landed and took bigger and bigger bites out of the expectations (and results) for many of our companies, many community...

Fastenal (FAST) · by Mark Robertson · 12/21/2009 11:00 AM · Stocks
Profitability Analysis 11%. (Continued)

Fastenal (FAST) · by Dan Hess · 01/27/2007 07:55 AM · Stocks
Rebecca I do not know what percentage of Fastenal’s sales are from Dell. I do note the growth from 17.9B to 18.0B from 2006 to 2007 does not seem...

Fastenal (FAST) · by Rebecca Osborne · 01/27/2007 12:58 AM · Stocks
I’ve been reading through Dan’s discussion of FAST. One thing I noted is that DELL is believed to be the largest customer. In the news this week I...

Fastenal (FAST) · by Dan Hess · 01/23/2007 02:32 PM · Stocks
Karen Thanks for the post on Morningstar’s view of Fastenal’s 4th quarter. The inventory building up faster than revenue does not bother me. The...

Fastenal (FAST) · by Karen OBoyle · 01/23/2007 12:32 PM · Stocks
For FAST watchers here’s an excerpt from this morning’s MStar report FAST’s recent earnings report. The report is of interest because it talks...

Fastenal (FAST) · by Dan Hess · 01/09/2007 10:54 PM · Stocks
Doc Keep in mind TakeStock only has available historical data upon which to perform its analysis. Thus looking at the history of the impact to EPS...

Fastenal (FAST) · by Richard Pollard · 01/09/2007 10:03 PM · Stocks
With all the good things I see about FAST in MI I wonder why over in Stock Central in Take Stock they conclude it isn’t worth looking into!!?? Doc

Fastenal (FAST) · by Judy Kolz · 01/06/2007 03:26 PM · Stocks
Thank you, Jim. This helps – for this and for a message you posted within the Fastenal study on September 3, 2006, regarding FISV. I had been...

Fastenal (FAST) · by Jim Thomas · 01/06/2007 02:43 PM · Stocks
> I can’t figure out where the 18.9% growth rate that you and Chris are discussing is.< It was the 4 year growth rate using the data at the...

Fastenal (FAST) · by Judy Kolz · 01/06/2007 01:36 PM · Stocks
Thank you, Jim. The link to the discussion concerning the Historical Growth Rate Change Graph for KNX is helpful. I understand that the HGRCG does...

Fastenal (FAST) · by Jim Thomas · 01/06/2007 01:09 AM · Stocks
http://www.mail-archive.com/i-club-list@lists.better-investing.org/msg12683.html might be of some help in understanding Toolkit’s Historical Growth...

Fastenal (FAST) · by Judy Kolz · 01/05/2007 11:09 PM · Stocks
Dan, You’re not only great at answering questions – but – you’re also great at figuring out what the question is! I had been liking and...

Fastenal (FAST) · by Judy Kolz · 01/05/2007 11:11 PM · Stocks
Thanks, Jim, for helping me understand the bit of difference I was seeing in the numbers. I did note it but thought I might have been looking at...

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Company Results:

Fastenal (FAST)

Quality 100
PAR 10.7%