Article Results:
[Oct 01, 2017] General Electric (GE), by Mark Robertson
"GE is loathed but it's not likely to disappear." -- Hugh McManus. We've seen this movie before as Round Table participants and attendees witnessed strong gains in Amazon, Walgreen, Southwest Airlines and Bank of America.
[Jun 01, 2006] American Century Ultra, by Cy Lynch
This month's fund, American Century Ultra (TWCUX), is the first previously featured fund to make a return visit.
[Sep 01, 2006] A Grab for Growth Guidelines, by Mark Robertson
Should the minimum sales growth target for our model portfolio be increased.
[Jan 01, 2018] Sweet 16: Our "Fave Sixteen", by Mark Robertson
For the Fave Five, we isolate companies with strong short and long-term expectations. This month, we use that criteria for our "Sweet 16."
[Oct 01, 2006] Legg Mason Growth Trust, by Cy Lynch
LMGTX's broad diversification across industries makes it a good core holding for all but the most risk averse portfolios.
[Sep 01, 2017] Sweet 16: Top Percentile Based on Quality and Long-Term Forecast, by Mark Robertson
Best returns and best quality? Take the top one percent of all covered stocks and blend in favorable outlooks for the next year. The featured stocks include Five Below (FIVE), General Electric (GE), Charles Schwab (SCHW), Akamai Technologies (AKAM) and Alliance Data Systems (ADS).
[Aug 31, 2018] The Rains of Castamere?, by Mark Robertson
Better Selling. Our explorations to build selling disciplines based on the time-honored lessons of the modern investment club continues. The August Round Table featured some deployment of selling discipline that some might compare to an infamous Red Wedding. The rate of return since inception stands at 18.8% over the trailing eight years.
[Jun 01, 2007] Riding Shotgun, by Mark Robertson
The case for the sweet spot approach gets even more compelling.
[Jan 01, 2007] Vanguard Growth ETF, by Cy Lynch
VUG's PAR, minuscule expense ratio and broad diversification make it an appropriate core holding in any equity-oriented portfolio.
[Feb 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are NAVTEQ, Excel Technology, Home Depot and Zimmer Holdings.
[Oct 01, 2011] Our Collective Report Card, by Mark Robertson
Our MANIFEST 40 just celebrated its sixth birthday. This quarterly review of the most widely-followed stocks by our community is a trove of information about companies attracting the attention of thousands of like-minded investors.
[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.
[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.
[Jun 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.
[Sep 01, 2005] Federated Capital Appreciation, by Mark Robertson
FEDEX appears to have the potential to return to its favorable historical performance when it ranked in the top decile of all large-cap growth funds.
[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.
[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.
[Jun 01, 2005] Fidelity Dividend Growth, by Mark Robertson
For the second consecutive month, we feature a Fidelity fund as the mutual selection for study.
[Sep 21, 2007] Manifest Top 40, by Mark Robertson
We've always believed that the collective decisions made by our community of long-term investors is worth huddling over ... a place where ideas are born..
[Apr 07, 2006] Manifest Top 40, by Mark Robertson
Manifest consensus-by-dashboard continues to perform fairly well, delivering a 13.9% rate of return but now trails the Wilshire 5000.
[Jul 01, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.
[Oct 01, 2005] Peak Interest In Quality Leaders, by Mark Robertson
In this issue, we introduce the MANIFEST 40, consisting of the stocks which appear most frequently on your collective dashboards.
[Dec 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.
[Sep 21, 2006] Manifest Top 40, by Mark Robertson
Stability within the Top 40 seems to be increasing as Home Depot continues to hold down the top position, despite some angst and shareholder discomfort.
[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.
[Mar 01, 2018] Sweet 16: Screening Results, by Mark Robertson
For the February Round Table, some went looking for oversold opportunities or companies trading close to 52-week lows ... and certainly companies with favorable long term return forecasts.
[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%.
[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.
[Jan 01, 2016] Dogs of the Dow: Howling Again?, by Mark Robertson
What happens if we utilize total return forecasts (instead of current yield) to go shopping among the Dow stocks? What can we learn about 1-year time horizons?
[Dec 01, 2013] Hoard vs. Herds, by Mark Robertson
Set Buffalo Discovery Free, Accumulate IEZ
[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.
Forum Post Results:
General Electric (GE)
· by
Mark Robertson
·
04/25/2012 07:43 PM
·
Stocks
The VL-based chronicle for the trailing five years:
Bought GE
· by
Sunil Veluvali
·
04/11/2008 09:34 AM
·
Decisions Manifest
11% sale from yesterday. Too good to pass up. Thanks, Sunil
Bought GE
· by
Wendy Robertson
·
04/11/2008 11:45 AM
·
Decisions Manifest
Me too … still stocking my recent rollover. Bought GE for self-directed IRA. Wendy
Bought GE
· by
Ken Kavula
·
04/13/2008 11:31 AM
·
Decisions Manifest
I also bought GE stock after Friday’s mauling! Ken Kavula
Sold GE
· by
Shelly Stokes
·
09/29/2008 03:14 PM
·
Decisions Manifest
Sold my position in GE last week due to their exposure in the financial mess. Too many “other shoes” dropping all over the place. With the track...
Sold GE
· by
Dan Hess
·
09/29/2008 04:26 PM
·
Decisions Manifest
Shelly > Sold my position in GE last week Could have been a smart move. I saw where GE Capital stopped giving loans to restaurant companies like...
Sold GE
· by
Stephen Phillips
·
09/29/2008 04:54 PM
·
Decisions Manifest
Restaurants, even in good times, are lousy credits. According to today’s WSJ, BAC is tightening lending standards for restaurant franchisees....
Bought GE
· by
Anne Manning
·
11/14/2017 02:43 PM
·
Decisions Manifest
Decided to take a leap of faith today. Didn’t do any research. Didn’t do an SSG. Just went on the lead of Hugh and jumped right in. We will see how...
Bought GE
· by
Jeff Traeger
·
11/15/2017 09:48 AM
·
Decisions Manifest
Bought an opening position in GE about a week prior to the 11/13/17 investors’ meeting at $19.93 and then doubled down following the meeting at...
Bought GE
· by
Anne Manning
·
04/17/2018 06:39 PM
·
Decisions Manifest
Added to my position in GE on 4/13/18 at $13.4955. We’ll see how this plays out.
Guess? GES
· by
Jeff Traeger
·
08/24/2012 12:00 PM
·
Decisions Manifest
Guess? just took a 20%+ hammering creating a potential entry point. At the reduced price [$25.82 at of 9 a.m. PDT] the stock now has a 23.4 PAR...
General Electric (GE)
· by
Mark Robertson
·
12/19/2008 10:12 AM
·
Stocks
[… excerpted from the Wall Street Journal] Standard&Poor’s took the first step toward potentially lowering its Triple-A credit ratings on...
General Electric (GE)
· by
Mark Robertson
·
01/29/2009 03:24 PM
·
Stocks
The carnage at General Electric (GE) continues. Take a look at the analyst consensus forecast for 2009E and 2010E earnings and the material...
General Electric (GE)
· by
Mark Robertson
·
01/29/2009 03:25 PM
·
Stocks
During the quarterly update for GE, the projected average P/E at MANIFEST was dropped from 17.5x to 12.0. For more, go here . Mark Robertson
General Electric (GE)
· by
Mark Robertson
·
01/29/2009 04:36 PM
·
Stocks
Dan Hess wrote: >1) This would seem to suggest a large company like GE will also encounter lower returns and as a result a lower P/E Ratio. If...
General Electric (GE)
· by
Mark Robertson
·
10/28/2009 01:40 PM
·
Stocks
During the October Challenge Club meeting, the motion was made to buy General Electric (GE). The motion was seconded and an active discussion...
General Electric (GE)
· by
Mark Robertson
·
10/28/2009 01:54 PM
·
Stocks
The 3-5 year sales growth forecast according to Value Line was 8.5%. How does that reconcile with the following? (continued)
General Electric (GE)
· by
Mark Robertson
·
10/28/2009 02:02 PM
·
Stocks
Profitability The “stumble” includes a fairly disruptive excursion into lower net margins for 2009-2010. Although I’d be comfortable with an...
General Electric (GE)
· by
Mark Robertson
·
10/28/2009 02:07 PM
·
Stocks
The bottom line is that a PAR greater than 20% (resembling the VL total return forecast range) is reduced to 15-16% after: 1. reducing the sales...
General Electric (GE)
· by
Sunil Veluvali
·
10/28/2009 02:24 PM
·
Stocks
_Yes = 3 No = 14 Abstain = 10 I was a little stunned. (I was among the “3” figuring what the heck … General Electric is solid at the core … and I...
General Electric (GE)
· by
Mark Robertson
·
10/28/2009 02:30 PM
·
Stocks
Perhaps … and I’m generally very willing to be a contrarian. That said, I think a contrarian position versus these particular long-term investors...
General Electric (GE)
· by
Anne Manning
·
10/28/2009 07:56 PM
·
Stocks
I was one of the 14 who voted no. My vote was strictly based on my past experience with GE and to be perfectly honest, it was a emotional vote...
General Electric (GE)
· by
Arthur Leyenberger
·
10/29/2009 12:56 PM
·
Stocks
I too voted no, for a couple of reasons – I’m not sure what GE’s core business is (light bulbs? Locomotives? Refrigerators?) and I seem to remember...
General Electric (GE)
· by
Sunil Veluvali
·
10/29/2009 02:21 PM
·
Stocks
Agree with you on compelling opportunities. But, looking forward, there are few things that work in GE’s favor: The market incentives in the energy...
General Electric (GE)
· by
Laura Scott
·
10/29/2009 03:43 PM
·
Stocks
I hope you are right Sunil. I splurged and bought 200 shares of GE for $38 a share (Nov 2007), and then another 200 shares Feb 2008 for $34. My...
General Electric (GE)
· by
Frank H. Bower
·
10/29/2009 07:53 PM
·
Stocks
Laura - You are fixating on GE. A better question to ask yourself is “Where is the best opportunity for my $6400 to grow to $15K?” There might be a...
General Electric (GE)
· by
Mark Robertson
·
10/30/2009 09:40 AM
·
Stocks
I’d concur. The only questions that matter are “What can we expect from GE from here?” and “Are there better candidates for the overall portfolio?”...
General Electric (GE)
· by
Paul Witt
·
10/30/2009 02:40 PM
·
Stocks
Mark, Where do I find a MANIFEST ranking for all of the stocks covered? Paul
General Electric (GE)
· by
Mark Robertson
·
10/30/2009 02:43 PM
·
Stocks
We don’t have it published (yet). We’ll make it available/published fairly soon and will hopefully be able to use it in screening efforts, etc....
General Electric (GE)
· by
Lynn Ostrem
·
11/01/2009 06:57 PM
·
Stocks
Hey guys, I’ve been gone for awhile, and I feel privileged to have dropped in during such a wondeful stock study. I’m glad to see some discussion...
General Electric (GE)
· by
Laura Scott
·
11/05/2009 02:53 PM
·
Stocks
Thanks Lynn for making me not feel alone in my paper loss on GE. I’m glad to have company – misery love us, right?? I think you are right about GE...
General Electric (GE)
· by
Mark R. Johnson
·
11/09/2009 03:40 PM
·
Stocks
Add me to the list of people who bought GE thinking it was a solid business, finally priced within reach when the market was panicking last year....
General Electric (GE)
· by
Mark Robertson
·
11/11/2009 03:12 PM
·
Stocks
This opinion is considerably stronger and I’ll admit I don’t know much about Porter Stansberry: GE Is Worth Nothing I have to admit that I’m...
General Electric (GE)
· by
Sunil Veluvali
·
11/12/2009 10:09 AM
·
Stocks
The author has based his premise on tangible net assets which is bogus? GE has, over the years, a great management team that delivered excellent...
General Electric (GE)
· by
Mark Robertson
·
04/11/2008 08:01 AM
·
Stocks
General Electric reported a smaller-than-expected first-quarter profit on Friday and lowered its outlook for fiscal 2008, as a slowing U.S. economy...
General Electric (GE)
· by
Sunil Veluvali
·
04/11/2008 09:51 AM
·
Stocks
ooohhh.. we crossed paths.. i just bought some GE stock based on what i read from the same report: ooohhh.. we crossed paths.. i just bought some...
General Electric (GE)
· by
Mark Robertson
·
04/11/2008 03:07 PM
·
Stocks
Here’s the current visual analysis for General Electric (GE). There may be some retreat by the rhinos over the next couple of weeks, resulting in a...
General Electric (GE)
· by
Mark Robertson
·
04/13/2008 10:54 AM
·
Stocks
Whitney Tilson is one of my absolute favorite investing minds and he weighs in on General Electric at: What Went Wrong at GE?? I overheard a...
General Electric (GE)
· by
Laura Scott
·
04/14/2008 11:08 AM
·
Stocks
So I guess I should just hold on to my 400 shares and wait for them to come back? How many years will that take?
General Electric (GE)
· by
Hugh McManus
·
04/14/2008 10:26 PM
·
Stocks
I haven’t looked at GE’s financials in a while, but I am looking forward to the next GE analysis on Value Line.
General Electric (GE)
· by
Mark Robertson
·
04/15/2008 07:44 AM
·
Stocks
Reminder: Since General Electric (GE) is a Dow 30 stock, Value Line makes the company reports available on a continuous basis at:...
General Electric (GE)
· by
Laura Scott
·
04/15/2008 11:18 AM
·
Stocks
What a glowing report VL gives GE. Now, since the date on that was Friday, April 11th, I’m sure that didn’t take into account the disappointing...
General Electric (GE)
· by
Mark Robertson
·
04/15/2008 11:26 AM
·
Stocks
Laura, Value Line provides updates and news about covered stocks. (Just so everybody knows that VL regularly offers material news and guidance on a...
General Electric (GE)
· by
Mark Robertson
·
04/15/2008 11:46 AM
·
Stocks
So what’s the big deal about shaving 20 cents or so from the 2008 forecast? Here’s what the rhinos have been doing to their 2008 and 2009 forecasts...
General Electric (GE)
· by
Hugh McManus
·
04/17/2008 12:14 AM
·
Stocks
Good point; I forgot all about that.
General Electric (GE)
· by
Saul Seinberg
·
04/17/2008 04:08 AM
·
Stocks
Mark, At one time in the past, GE was headquartered here in the Capital District of NY (Schenectady). There are many former GE workers and retirees...
General Electric (GE)
· by
Karen OBoyle
·
04/17/2008 04:17 PM
·
Stocks
Thanks for your timely observations on GE. I have just begun to look at the fundamentals – its not an easy company to study because of its many...
General Electric (GE)
· by
Saul Seinberg
·
04/17/2008 04:45 PM
·
Stocks
Hi Karen, Your note reminded me about a discontinuity in Value Line’s report for GE. If you look at Note A, it says that the data presented “...
General Electric (GE)
· by
Laura Scott
·
04/21/2008 11:35 AM
·
Stocks
Thanks Saul for the footnote reminder……I rarely look for them, but should probably pay more attention.