Article Results:
[Oct 01, 2018] Accumulate Alphabet/Google (GOOG), by Mark Robertson
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.
[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 ...
[Nov 01, 2019] Tin Cup Demonstration Portfolio (November 2019), by Mark Robertson
Tin Cup has now regained 22.4% over the trailing 10 months ... outpacing the Wilshire 5000.
[Jan 01, 2020] Tin Cup Demonstration Portfolio (January 2020), by Mark Robertson
Not all Decembers are created equal. Think back to the carnage from December 2018. From the stock market low on Christmas Eve 2018 ... Tin Cup has gained 37.5% since hearing the bells on that unsettling Christmas Eve. Accumulate Google (GOOG).
[Dec 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Google (GOOG)
[Jan 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Google (GOOG)
[May 01, 2015] Sweet 16, by Mark Robertson
Sixteen Sweet Quality & Undervalued
[Oct 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Sell Pepsi and Cisco Systems. Buy Google, T. Rowe Price and Fresh Market
[Dec 01, 2014] Sweet 16, by Mark Robertson
Shopping in the Community Favorites Aisle
[Nov 01, 2012] Guggenheim S&P 500 Equal Technology, by Cy Lynch
With this month’s selection we capitalize on the outsized opportunity we see in the technology sector, while avoiding overemphasis on AAPL.
[Sep 01, 2013] Sixteen Sticking To The Core, by Mark Robertson
This month features the top percentile of all stocks covered at Manifest Investing on the basis of a combination of return forecasts and quality.
[Dec 07, 2016] bivio Index: Most Widely-Held Stocks, by Mark Robertson
Our friends at bivio continuously publishes and maintains a list of the most widely-held stocks among club portfolios, known as the bivio Index
[Mar 01, 2012] Sweet Sixteen, by Mark Robertson
The screen this month represents the most frequently selected stocks for all of the Groundhog VI entries, our Heavy Hogs.
[Feb 01, 2024] Sweet Sixteen, by Mark Robertson
Consensus selections for Groundhog Challenge XVIII (2024) ...
[Apr 01, 2016] Morningstar: Go For The Gold, by Mark Robertson
It’s been nearly five years since Morningstar launched the medalist designations for mutual funds. This month, we cull the gold medal funds that also have a 5-star rating seeking long-term leaders.
[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.
[Mar 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination including PAR and quality rating are Dell, Microsoft, Fifth Third Bank and Linear Technology.
[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.
[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.
[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.
[Jun 01, 2021] Successful Investing III: Highlights, by Mark Robertson
We basically have One Job. It’s our mission to discover and share actionable ideas and then use those findings to demonstrate time-honored analysis methods and link them to portfolio design and management best practices. We nurture patience and discipline which manifests in diligence and vigilance. It’s at the core of successful investing.
[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%.
[Apr 01, 2016] Tin Cup Model Portfolio, by Mark Robertson
Replace Mindray With Sweet Spot Smorgasbord
[Dec 01, 2005] T. Rowe Price Science & Technology, by Mark Robertson
PRSCX is in solid position to continue to narrow the performance deficit and shine in days ahead..
[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.
[Feb 01, 2018] Tin Cup Demonstration Portfolio (February 2018), by Mark Robertson
Hello $2,000,000! If you squint carefully at that long term chart of total assets, we see that January 2018 was one of the biggest bumps to the upside for a single month, ever.
[Apr 01, 2018] Tin Cup Demonstration Portfolio (April 2018), by Mark Robertson
As the first down quarter in recent memory came to a close, Tin Cup stumbled ... but the Wilshire 5000 dropped even more. CVS Health is accumulated.
[Apr 01, 2019] Tin Cup Demonstration Portfolio (April 2019), by Mark Robertson
The stock market trauma seems to have abated as the portfolio continued its gains since Christmas Eve and the portfolio total assets now hover closer to the $2,000,000 level. Tin Cup has an annualized total return of 14.7% since March 2009. What are some of the strongest contributors over the last ten years?
[Jul 01, 2021] Our Sector Radar/GPS, by Mark Robertson
What have the best performing sectors been for the trailing ten years?
[May 01, 2012] Hoard vs. Herds, by Cy Lynch
Buy Price Science & Technology (PRSCX)
[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.
[Aug 01, 2014] Smoothie Investing, by Mark Robertson
Our reminder about core investments and the result is a blend that raises the probability of success for long-term investors, a “smoothie” if you will. Join and relax with a late summer smoothie, a blend of blue chip and NASDAQ.
[Nov 01, 2015] 50 Best Small Companies, by Mark Robertson
This year as we do every year, we counsel investors to be vigilant for the Forbes list of the Best Small Companies for shopping ideas around the time of Halloween. This year, Forbes threw us a curveball.
Forum Post Results:
Alphabet/Google (GOOG)
· by
Mark Robertson
·
05/02/2022 04:08 PM
·
Stocks
Value Line Close (5/6/2022) These high-quality shares offer broad appeal. In the near term, our Timeliness Ranking System suggests Alphabet stock...
Alphabet/Google (GOOG)
· by
William (Bill) Thompson
·
07/20/2022 11:28 AM
·
Stocks
It is nice when one can find a large cap stock with quality 99 and PAR over 120%. Just waiting for the number of outstanding shares to be adjust...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/21/2022 02:49 PM
·
Stocks
For what it’s worth (FWIW), the images here and the forecast percentages are unaffected by the stock split.
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/17/2022 09:21 AM
·
Stocks
Why I’m Buying Google Now (Brian Feroldi & Brian Stossel)
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/21/2022 02:41 PM
·
Stocks
Yes, Bill, those types of opportunities are relatively rare. The stock price for GOOG/GOOGL and all affected fundamental entries have been...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
11/02/2022 01:52 PM
·
Stocks
Value Line Close (11/4/2022) These high-quality shares offer broad appeal. The stock possesses our highest rank for Safety, and it is also credited...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/26/2023 07:21 AM
·
Stocks
Alphabet reports better-than-expected quarterly results driven by growth in cloud (CNBC)
Alphabet/Google (GOOG)
· by
Mark Robertson
·
10/27/2023 09:00 AM
·
Stocks
Alphabet Dips As Cloud Revenue Disappoints Despite Strong Over ll Growth (Seeking Alpha)
Alphabet/Google (GOOG)
· by
Mark Robertson
·
10/28/2023 09:10 AM
·
Stocks
Equity Analysis (GOOG) Value Line Close (11/3/2023) These high-quality timely shares offer broad appeal. The stock gets strong scores for Stock...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
01/26/2024 09:39 PM
·
Stocks
Equity Analysis (GOOG) Value Line Close (2/2/2024) These high-quality timely shares offer broad appeal. The stock gets the top score for Price...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
01/31/2024 02:42 PM
·
Stocks
After reporting ad revenues below expectations, Alphabet’s shares fell by over 6% in after-hours trading. Despite achieving its fastest revenue...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
01/31/2024 02:44 PM
·
Stocks
“… its $65.52 billion ad revenue didn’t meet the anticipated $65.94 billion.” Read that again. Carefully. I’ll wait. Seems like we might be dancing...
Alphabet/Google (GOOG)
· by
Marie Frank
·
02/22/2024 07:19 PM
·
Stocks
Google is trying my patience. Their AI and algorithms are going to get them in trouble. The Bard fiasco was so bad and things do not seem to be...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
02/27/2024 01:02 PM
·
Stocks
I concur. GOOG isn’t helping Tin Cup very much right now. I’ve been digesting a number of stories expressing concern — and an equal number who...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
02/29/2024 08:54 AM
·
Stocks
Gemini Stumbles Costing Google Some Cred (Morning Brew)
Alphabet/Google (GOOG)
· by
Mark Robertson
·
04/27/2024 12:26 PM
·
Stocks
Equity Analysis (GOOG) Value Line Close (5/3/2024) Shares of Alphabet are ranked to outperform the broader market averages in the year ahead....
Alphabet/Google (GOOG)
· by
Jim Klarr
·
04/27/2024 12:58 PM
·
Stocks
Dividend adds 0.5(?) to PAR.
Alphabet/Google (GOOG)
· by
Leonard Douglass
·
04/27/2024 04:30 PM
·
Stocks
Very nice looking short term chart! Permalink https://schrts.co/YtGqaiWB
Alphabet/Google (GOOG)
· by
Leonard Douglass
·
04/27/2024 04:44 PM
·
Stocks
In July 2022, before the 20:1 split, GOOGL was trading at $2,255.34 at the market close on July 15. When trading opened on July 18 after the split,...
Alphabet/Google (GOOG)
· by
Marie Frank
·
05/10/2024 04:24 PM
·
Stocks
CNBC piece on course correction for Deep Mind. In essence, they gave it away for free by open-sourcing benefitting OpenAI. No more publishing...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/24/2024 09:16 AM
·
Stocks
Alphabet, Google’s parent company, reported second-quarter results in line with analyst expectations for revenue and earnings but missed on YouTube...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/28/2024 12:17 PM
·
Stocks
Equity Analysis (GOOG) Value Line Close (8/2/2024) Shares of Alphabet are ranked to outperform the broader market averages in the year ahead....
Alphabet/Google (GOOG)
· by
Matt Spielman
·
08/05/2024 03:16 PM
·
Stocks
Alphabet lost its federal antitrust case today, as a federal judge ruled that Google engaged in illegal practices to preserve its search engine...
Alphabet/Google (GOOG)
· by
Marie Frank
·
09/10/2024 06:00 PM
·
Stocks
Per Sergey Brin at the All-In Summit 2024, he is at Google working nearly daily. Sergey either was not openly sharing or lost his visionary edge....
Alphabet/Google (GOOG)
· by
Mark Robertson
·
10/26/2024 10:36 AM
·
Stocks
Equity Analysis (GOOG) Value Line Close (11/1/2024) Shares of Alphabet are ranked to out-perform the broader market averages in the year ahead....
Alphabet/Google (GOOG)
· by
Mark Robertson
·
10/30/2024 11:50 AM
·
Stocks
Google parent Alphabet (GOOG) smashed through Q3 estimates, posting a 15% year-over-year rise in revenue to $88.3 billion, with earnings per share...
Alphabet/Google (GOOG)
· by
Marie Frank
·
10/30/2024 08:09 PM
·
Stocks
Joseph Carlson did a nice job covering Google earnings https://www.youtube.com/watch?v=-OIi7O3cYAg
Alphabet/Google (GOOG)
· by
Matt Spielman
·
10/31/2024 11:39 AM
·
Stocks
Forget an antitrust breakup. Google has been fined $20 decillion dollars by a Russian court as the penalty for blocking 17 Russian media outlets...
Alphabet/Google (GOOG)
· by
Mark Robertson
·
11/01/2024 07:20 AM
·
Stocks
Do we need to revisit Life After Google? [grin]
Alphabet/Google (GOOG)
· by
Matt Spielman
·
12/09/2024 10:42 PM
·
Stocks
While the lawyers decide the fate of the last computer revolution, the techies lay the groundwork for the next one. Google Quantum AI published...
Alphabet/Google (GOOG)
· by
Matt Spielman
·
12/11/2024 12:02 PM
·
Stocks
Here is a blog post describing the error correction breakthrough at Google, by members of the research team.
Alphabet/Google (GOOG)
· by
BELINDA CHARPENTIER
·
12/11/2024 08:37 PM
·
Stocks
My understanding is the chip is so fast passwords won’t work. May have to use a two step process for security which still may not be enough. My...
Alphabet/Google (GOOG)
· by
Matt Spielman
·
12/12/2024 07:48 AM
·
Stocks
It isn’t speed, per se; but you are correct. Quantum computers’ clock speeds are currently in microseconds, which are 1,000 times slower than “...
Amazon (AMZN) & Alphabet/Google (GOOG)
· by
Mark Robertson
·
07/26/2019 08:15 AM
·
Stocks
Internet Giants: They’re Just Like Us (Morning Brew) Google Set For Best Day In 4 Years … (TheStreet.com)
Alphabet/Google (GOOG) Gets Lawyered
· by
Mark Robertson
·
10/21/2020 06:42 AM
·
Stocks
Google Gets Lawyered (Morning Brew)
Alphabet/Google (GOOG): Breaking Up, Hard To Do?
· by
Mark Robertson
·
10/10/2024 11:53 AM
·
Stocks
Time To Break Up Google? (Morning Brew)
Alphabet (GOOGL)
· by
Mark Robertson
·
10/20/2016 10:43 AM
·
Stocks
Goldman Sachs’ Heather Bellini expects Alphabet (GOOGL) to report its revenue ahead of the consensus expectations, with in-line EPS, when the...
Investing Round Table (September 2022)
· by
Mark Robertson
·
09/28/2022 02:10 PM
·
Stocks
Stocks Reviewed Alphabet/Google (GOOG) Fox Factory (FOXF) Polling Results
Bull Sessions (1/16/2024)
· by
Mark Robertson
·
01/17/2024 04:08 PM
·
General Discussion
Positions established in Alphabet/Google (GOOG) and Gentex (GNTX) for the Buttonwood portfolio.
Fave Five (8/23/2019): Smorgasbord!
· by
Mark Robertson
·
08/23/2019 12:04 PM
·
Stocks
The Top Five Ranked By The Combo Of Return Forecast AND Quality … and the winner is: Alphabet/Google (GOOG)
Manifest Investing Average P/E Ratio source?
· by
R Bazemore
·
12/06/2020 11:29 PM
·
Resource Center: Getting Started
Strike (5). Found that VL shows the PDF report for Alphabet (Google) under ticker GOOG (no ‘L’), just a different share class . GOOGL is class A...
Investing Round Table (May 2022)
· by
Mark Robertson
·
05/31/2022 11:27 AM
·
Stocks
Stocks Likely To Be Discussed Alphabet/Google (GOOG) Borg Warner (BWA) Target (TGT) Texas Roadhouse (TXRH)
Google Quiz
· by
Mark Robertson
·
08/19/2014 08:09 AM
·
General Discussion
Interesting quiz. Can you name any?
Google Quiz
· by
Mark Robertson
·
08/20/2014 08:31 AM
·
General Discussion
A little more challenging than we thought it was going to be. 3D Systems (DDD) qualifies on performance but the stock is still in the S&P 400...
Google Quiz
· by
Mark Robertson
·
08/21/2014 12:51 PM
·
General Discussion
And Alexion Pharma (ALXN) makes 10.
Google Quiz
· by
Mark Robertson
·
08/21/2014 05:54 PM
·
General Discussion
Thanks, Sandy. I was just checking to see if you were paying attention. Yeah, right. (Grin)
Google's (GOOG) Gurgle
· by
Mark Robertson
·
10/18/2012 04:32 PM
·
Stocks
This is going to leave a mark on our technology concentration in a variety of places. Word is that R.R. Donnelly accidentally released an earnings...
Tin Cup Demonstration Portfolio (June 2022)
· by
Mark Robertson
·
06/01/2022 06:33 PM
·
Portfolio Design & Management
Accumulate LGI Homes (LGIH). As much as we’d like to add a share of Alphabet/Google (GOOG), Ken Kavula’s featured stock during the May Round...
Google (GOOG)
· by
Mark Robertson
·
02/24/2006 03:12 PM
·
Stocks
The financial strength rating on Google (GOOG) was raised from B+ (50%) to A (80%) in this weekend’s update. $8 billion in cash for those keeping...
Google (GOOG)
· by
Ado Vogt
·
07/22/2009 11:43 AM
·
Stocks
I am looking for Google. Is there a “sort” to find Google among the past discussions? I am wondering about the shown low earnings stability. Ado...