Article Results:
[Dec 01, 2006] Fastenal, by Mark Robertson
Fastenal ranks as one of the more widely-followed stocks in our community.
[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%.
[Dec 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Fastenal, Accenture and FactSet Research..
[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.
[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.
[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.
[Jan 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Oracle, Fastenal, Maxim Integrated Products and Wellpoint Health.
[Feb 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are NAVTEQ, Excel Technology, Home Depot and Zimmer Holdings.
[Mar 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, NAVTEQ, Select Comfort and Oracle.
[Feb 01, 2008] The Shadow of Success, by Mark Robertson
You can't have a shadow without a little sunshine.
[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.
[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.
[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.
[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.
[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.
[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.
[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.
[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.
[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.
[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.
[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.
[Sep 01, 2015] Sweet 16, by Brian Hayek
Dividend Divas: Redux
[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.
[Mar 01, 2010] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Stryker (SYK).
[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.
[Apr 01, 2005] Rhino Investing and Corrective Lenses, by Mark Robertson
If you invest like a rhinocerous or map the migration of lemmings, be assured there's a better way.
[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.
[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.
[Mar 06, 2006] Old Dominion Freight Lines, by Ken Kavula
It's amazing what you can learn from reading the side of a truck.
[Dec 01, 2011] Southwest Airlines, by Mark Robertson
LUV makes an encore performance for December.
[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.
[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.
[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 ...
[Jul 27, 2005] Quality - Excellence Measured, by Mark Robertson
The quest of investors has always been a search for effective investment opportunities. At Manifest Investing, we believe that the search is for excellent companies at sufficiently-high projected annual rates of return.
[Sep 01, 2013] Hoard vs. Herds, by Mark Robertson
Consolidate (a little) Add Vanguard Tech (VGT)
[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?
[Sep 01, 2009] A Tribute to Teamwork, by Mark Robertson
In his own words, Nicholson talked of investment clubs as his "Grand Experiment." Their purpose? Education. Period.
[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.
[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.
[Aug 01, 2005] Panoramic Decisions, by Mark Robertson
How can we make the best decision unless we're vigilant for the best candidates to choose from.
[Jul 01, 2007] An 'Apple' a Day?, by Mark Robertson
Any job done well is usually done better by using the right tools.
[Sep 01, 2007] Back to School: Vetting Value, by Mark Robertson
More heads are better ... when it comes to P/E ratios for the stocks that we cover.
[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?
[Nov 01, 2010] 'Little' Nudges Make A Difference, by Ken Kavula
Small companies can deliver large impact on our investing journey.
Forum Post Results:
FAST
· by
George Macke
·
05/25/2019 08:37 AM
·
Support & Suggestions
Because of the 2 for 1 stock split on 5/22/19, FAST now has twice as many shares outstanding. Until this is updated, its PAR is too high.
Resist: Fastenal (FAST)
· by
Mark Robertson
·
06/30/2011 10:09 AM
·
Stocks
Solomon says … :)
Fastenal (FAST)
· by
Mark Robertson
·
07/12/2011 08:48 PM
·
Stocks
As shown here, the analyst consensus expectation was a little more optimistic:
PEG Ratio: Dog Still Won't Hunt
· by
Mark Robertson
·
07/16/2011 11:55 AM
·
General Discussion
Looking at a stock like Fastenal (FAST) I see the following: Current price 34.24, TTM EPS 1.04, N12 EPS 1.28. Thus the trailing PE would be 32.92...
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
·
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 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 12:37 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
·
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
·
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): Look Out Below?
· by
Mark Robertson
·
04/10/2013 11:17 AM
·
Stocks
Fastenal (FAST) has broken below a relative strength index of 70 recently — and bears watching.
Fastenal (FAST): Look Out Below?
· by
Mark Robertson
·
04/10/2013 02:01 PM
·
Stocks
Point of View: Update
Fastenal (FAST)
· by
Mark Robertson
·
07/12/2011 04:18 PM
·
Stocks
Fastenal (FAST) reported $0.32 for 2Q earnings yesterday.
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...
Look Out Below: MI 40 Edition
· by
Mark Robertson
·
03/20/2013 10:12 AM
·
Stocks
Community favorite Fastenal (FAST). It’d probably be fascinating to take a look at community sentiment (particularly the hand-wringing variety)...
Fastenal (FAST)
· by
Richard Cardner
·
11/06/2006 10:21 AM
·
Stocks
I am looking to purchase FAST. What happened at the end of last week to cause a gap down in the price? RAC
Fastenal (FAST)
· by
Richard Cardner
·
11/06/2006 01:20 PM
·
Stocks
I just saw one possible answer but it is after the fact; William Blair just downgraded it to market perform. Is it on sale?
Fastenal (FAST)
· by
Robert Petersen
·
11/06/2006 03:48 PM
·
Stocks
Lehman Brothers (LB) today released a report that talks about some slowing in Oct sales. 15.9% vs Higher growth in recent prevoius omonths. LB has...
Fastenal (FAST)
· by
Dan Hess
·
11/06/2006 04:14 PM
·
Stocks
Richard > I am looking to purchase FAST. What happened at the end of last week to cause a gap down in the price? I think if you look you will...
Fastenal (FAST)
· by
Mark Robertson
·
11/06/2006 05:57 PM
·
Stocks
Richard, One of the things I like to check when a price swoons: “Is the price damage confined to one stock or is it consistent with similar...
Fastenal (FAST)
· by
Richard Cardner
·
11/07/2006 09:44 AM
·
Stocks
Bob Thanks for taking the time to respond. It seemed to me slowing sales was an issue. Richard
Fastenal (FAST)
· by
Richard Cardner
·
11/07/2006 09:46 AM
·
Stocks
Thanks for your ideas. Any sense of the length of the slowdown? My crystal ball is cloudy. Richard
Fastenal (FAST)
· by
Richard Cardner
·
11/07/2006 09:47 AM
·
Stocks
Mark, Thank you for taking the time to present the chart. A picture truly is worth 1000 words. Richard
Fastenal (FAST)
· by
Dan Hess
·
11/07/2006 04:57 PM
·
Stocks
Richard > Any sense of the length of the slowdown? My truthful answer is no. However some have indicated they expect the housing market should...
Fastenal (FAST)
· by
William Finney
·
11/08/2006 09:51 AM
·
Stocks
>One factor in favor of the boom continuing although at a slower rate is the huge war chest of cash that has been compiled by corporate America...
Fastenal (FAST)
· by
Dan Hess
·
11/08/2006 10:40 AM
·
Stocks
Hi Bill Thanks for the reference URL. Yes there are always at least two views on whether the stock market is going to go up or down. The author...
Fastenal (FAST)
· by
Karen OBoyle
·
11/08/2006 09:10 PM
·
Stocks
Richard, Today Morning Star ran an article on 3 growth stocks they consider to be attractively priced. FAST was one, eBay and WU were the other...
Fastenal (FAST)
· by
Richard Cardner
·
11/09/2006 11:31 AM
·
Stocks
Thanks for the insight. Richard
Fastenal (FAST)
· by
Mark Robertson
·
11/10/2006 11:00 AM
·
Stocks
Speaking of 1000 words, here’s an updated chronicle. Mark Robertson
Fastenal (FAST)
· by
Dan Hess
·
12/05/2006 10:58 AM
·
Stocks
I was happy to see Solomon selected Fastenal as the December stock of the month. FAST has been a long time favorite of mine combining competent and...
Fastenal (FAST)
· by
Danny Matthews
·
12/07/2006 09:52 PM
·
Stocks
Does this mean that FAST is 3% overvalued?
Fastenal (FAST)
· by
Mark Robertson
·
12/08/2006 09:20 AM
·
Stocks
Danny, Karen’s reference was to the overall stock market being 3% overvalued. My interpretation of that is if the general long-term return...
Fastenal (FAST)
· by
Judy Kolz
·
01/04/2007 09:22 PM
·
Stocks
Thanks to all of you for your questions and insights regarding FAST. I’ve been watching it closely lately because I’m doing a stock study on it. I’...
Fastenal (FAST)
· by
Shelly Stokes
·
01/04/2007 09:54 PM
·
Stocks
Judy, I’m sure that someone else can give a more specific answer, but I’ll toss out my impression of what happens at FAST. The management team runs...
Fastenal (FAST)
· by
Dan Hess
·
01/04/2007 10:04 PM
·
Stocks
Judy > When I look at the Visual Analysis in the SSG for FAST, I don’t see the parallel lines I like. I think that the “dips” in pretax profit...
Fastenal (FAST)
· by
Judy Kolz
·
01/04/2007 10:10 PM
·
Stocks
Thank you, Shelly and Dan! Your thinking helps me understand! Of course! This makes sense. I had been reading about CSP1 and CSP2. I’m off to the...
Fastenal (FAST)
· by
Judy Kolz
·
01/05/2007 12:18 AM
·
Stocks
Dan, I am finding the study you led on FAST in the Continuous Classroom terrific! I was out of the country much of the fall and missed it. My loss!...
Fastenal (FAST)
· by
Dan Hess
·
01/05/2007 05:37 PM
·
Stocks
Judy Glad you are enjoying the past FAST discussions. =-) Anything is possible but I have not been able to lcate the 9/1 post you mentioned, I...
Fastenal (FAST)
· by
Judy Kolz
·
01/05/2007 05:54 PM
·
Stocks
Dan, Again thank you for your reply! I’ve spent much of this afternoon reading back through the FAST study you led, and I’ve found it very...
Fastenal (FAST)
· by
Dan Hess
·
01/05/2007 06:13 PM
·
Stocks
Judy I agree with Grainger. You indicated MSC. I think you probably meant MSC Industrial symbol MSM. I see GWW and MSM as the closest peers. They...
Fastenal (FAST)
· by
Judy Kolz
·
01/05/2007 06:52 PM
·
Stocks
Yes, Dan, I did mean MSC Industrial – ticker MSM! I think I’ve been at this too long. :) Thank you for keeping me from making comparison charts...
Fastenal (FAST)
· by
Judy Kolz
·
01/05/2007 09:54 PM
·
Stocks
Dan, I’ve been looking at the Historical Growth Rate Change Graph within the SSG in Toolkit, and I’m not sure I understand what I see or can...
Fastenal (FAST)
· by
Dan Hess
·
01/05/2007 10:45 PM
·
Stocks
Judy >Dan, I’ve been looking at the Historical Growth Rate Change Graph within the SSG in Toolkit, and I’m not sure I understand what I see or...
Fastenal (FAST)
· by
Jim Thomas
·
01/05/2007 10:57 PM
·
Stocks
> EPS in 2005 was $1.10, in 2004 was 0.86, in 2003 was 0.55 and in 02 was 0.46.< I’m guessing you’re using StockCentral.com data. The BI SDS...