Article Results:
[Feb 01, 2006] Home Depot, by Mark Robertson
Home Depot (HD) is no stranger to our subscribers, holding down the #2 position in the MANIFEST 40.
[Jan 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Home Depot.
[Jul 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Home Depot.
[May 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Trim Home Depot (HD), Accumulate Chicago Bridge (CBI).
[Nov 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell Home Depot (HD), Buy CTSH and ISRG.
[Feb 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are NAVTEQ, Excel Technology, Home Depot and Zimmer Holdings.
[Jun 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
April and May have been very unkind to the likes of portfolio holdings Home Depot, Bed Bath & Beyond, Wrigley, Microsoft and UnitedHealth.
[Jul 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
April and May were very unkind to the likes of portfolio holdings Home Depot, Bed Bath & Beyond, Wrigley, Microsoft and UnitedHealth.
[Jan 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination of PAR and quality rating are Kohl's, Microsoft, Paychex and Home Depot..
[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.
[Mar 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Sell Worthington Industries, Accumulate HD & LLTC.
[Apr 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Add MSFT & LLTC, Sell Some HD.
[Jan 01, 2008] Tin Cup Model Portfolio, by Mark Robertson
Sell WWY & Add to FDS, HD, BBBY and EXBD .
[Sep 01, 2006] A Grab for Growth Guidelines, by Mark Robertson
Should the minimum sales growth target for our model portfolio be increased.
[May 01, 2009] Terminal Remodeling, by Mark Robertson
When the long-term trend is impacted, we do well to consider how our forecasts might change to reflect reasonable expectations.
[Jan 01, 2006] Questions & Comments, by Mark Robertson
Yields, EAGLEs and LLTC.
[May 01, 2008] Solomon Select Performance Results, by Mark Robertson
We're in this for the returns. How have the monthly selections performed after appearing in the Solomon Select feature.
[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.
[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.
[May 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Staples, Best Buy and Oracle.
[Jul 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
$1,000,000 Rendezvous: 1/11/2009 (+62 days).
[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.
[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 01, 2006] Sweet 16, by Mark Robertson
Blue chip high-quality growth companies continue to lead this list and seem to be "best fits" in the current market..
[Jun 01, 2005] Sweet 16, by Mark Robertson
Recent Solomon selections Linear Technology and Fifth Third remain on the list.
[Aug 01, 2005] Sweet 16, by Mark Robertson
The technology and consumer discretionary sectors each lead the way this month.
[Sep 01, 2005] Sweet 16, by Mark Robertson
New this month: Fred's, Bank of New York, Meredith and Pacific Sunwear.
[Mar 01, 2005] Sweet 16, by Mark Robertson
All of the listed companies have quality ratings greater than 65 (Excellent.) Quality is always important, but it takes on added significance during periods when bull markets have been running for a while..
[Jun 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
The model portfolio has performed at an exceptional level during the trailing ten year period.
[Jul 01, 2005] Sweet 16, by Mark Robertson
New companies include: Nucor Corp, Robert Half, Paychex, Stryker and QUALCOMM.
[May 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Stick with Wrigley.
[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.
[Jun 03, 2005] Eating Crow, by Mark Robertson
Dan's back with some questions and a rather generous helping of "crow" .
[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.
[Aug 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
The model portfolio gained 5.5% during July 2005 and is up 25.7% over the trailing 52 weeks vs. 17.1% for the Wilshire 5000.
[Jul 01, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.
[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, 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.
[Dec 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.
[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.
[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.
[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.
[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 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.
Forum Post Results:
Home Depot (HD)
· by
Mark Robertson
·
01/30/2006 07:55 AM
·
Stocks
Forecasting Sales Growth (continued) Some of you are probably thinking (in the voice of Ray Romano), “Enough with the growth already!” But we have...
Home Depot (HD)
· by
Mark Robertson
·
02/01/2006 12:46 PM
·
Stocks
Profitability Analysis The Value Line analyst has continued to forecast margin expansion in the 1/6/2006 report — reaching 7.4% net margin at...
Home Depot (HD)
· by
Mark Robertson
·
02/01/2006 01:02 PM
·
Stocks
…and now… a moment from our sponsors… and to see if Dan Hess is still paying attention. :) Best wishes and Better Investing, Mark Robertson
Home Depot (HD)
· by
Mark Robertson
·
01/22/2006 09:18 PM
·
Stocks
Home Depot is ranked #2 in the MANIFEST 40. This is a great selection to start our continuous stock workshops. Thanks, Pat. But first, a word for...
Home Depot (HD)
· by
Mark Robertson
·
01/23/2006 12:34 PM
·
Stocks
Forecasting Sales Growth (Continued) Now that we’ve taken a look at several views of sales growth using our windshield (looking forward) it’s time...
Home Depot (HD)
· by
Mark Robertson
·
01/23/2006 08:46 PM
·
Stocks
Forecasting Sales Growth (Continued) Jill said: "Did ValueLine revise HD sales estimates upward slightly on the Jan 6 edition? I ask because the...
Home Depot (HD)
· by
Mark Robertson
·
02/10/2006 09:40 AM
·
Stocks
Equity Analysis Guide (EAGLE) We’ll wrap things up with a look at the EAGLE and Chronicle for Home Depot. Decision Milestones: 1. Forecasted Sales...
Home Depot (HD)
· by
Dan Hess
·
01/22/2006 05:05 PM
·
Stocks
I was unable to respond on the Eagle PPT you placed on the Learning Area and thus I am responding here. In the EAGLE PPT using HD with an older HD...
Home Depot (HD)
· by
Dan Hess
·
01/22/2006 05:17 PM
·
Stocks
HD held an analysts meeting this past week and thus the current VL does not yet reflect this and will not until early April. A key point from this...
Home Depot (HD)
· by
Mark Robertson
·
01/22/2006 06:03 PM
·
Stocks
First, it’s a coincidence that Home Depot was the subject of that presentation. Oops. And we’ll get the HD “workshop” kicked off here… I’ve...
Home Depot (HD)
· by
Patricia Lang
·
01/22/2006 06:21 PM
·
Stocks
OK, Mark, here we go! I sucked in a gasp as I read the PowerPoint – but soon realized it was simply a source document. Yes – quite a coincidence!!...
Home Depot (HD)
· by
Margaret Curry
·
01/22/2006 09:27 PM
·
Stocks
I am also wanting in on this learning experience but unable to get the powerpoint info. Will follow the rest and try to understand. Please allow me...
Home Depot (HD)
· by
Margaret Curry
·
01/22/2006 09:39 PM
·
Stocks
Mark, Please tell me what PELT means, (one of thoses ?‘s I’ll be asking during this learning experience!Margaret Curry
Home Depot (HD)
· by
Mark Robertson
·
01/22/2006 10:00 PM
·
Stocks
PELT is the ratio of projected average P/E to forecasted sales growth. When you encounter new terminology, like when I refer to somebody as a “...
Home Depot (HD)
· by
Mark Robertson
·
01/22/2006 10:54 PM
·
Stocks
Forecasting Sales Growth (continued) In this case, there’s another very important opinion to consider: 5. Dan Hess touched on this earlier. Home...
Home Depot (HD)
· by
Dan Hess
·
01/23/2006 12:30 PM
·
Stocks
We normally think of VL future estimates to be somewhat overly optimistic. The below Motley Fool article reminds me that VL did not foresee the...
Home Depot (HD)
· by
Karen OBoyle
·
01/23/2006 02:02 PM
·
Stocks
I’m following along and agree with the sales estimates. I have been using the 60-Second Equity Analysis xls spread sheet downloaded from BI several...
Home Depot (HD)
· by
Mark Robertson
·
01/23/2006 02:22 PM
·
Stocks
Yes, it’s still valid… and we’ll provide an updated version of the spreadsheet here as the study continues. Be sure to cast your vote in the poll...
Home Depot (HD)
· by
Jill Pollard
·
01/23/2006 05:42 PM
·
Stocks
OK, I am looking this over and I have a few questions… Did ValueLine revise HD sales estimates upward slightly on the Jan 6 edition? I ask because...
Home Depot (HD)
· by
Patricia Lang
·
01/23/2006 06:24 PM
·
Stocks
Mark - As one who is not very far-removed from the Silent Novice part of our membership, I want to throw in a comment about your use of the growth...
Home Depot (HD)
· by
Mark Robertson
·
01/23/2006 06:42 PM
·
Stocks
Thanks, Pat. And since the answer to this question will be needed again and again, here’s a link to a definition of compound annual growth and a...
Home Depot (HD)
· by
Patricia Lang
·
01/23/2006 07:18 PM
·
Stocks
This investopedia calculator is FAR simpler to use than the TK one in my opinion. It’s shorter, faster, and simpler.
Home Depot (HD)
· by
Mark Robertson
·
01/24/2006 11:25 AM
·
Stocks
Jill said: “Mark, you use several sources to construct your windshield ‘collection of opinions.’ From your perspective and in your real world...
Home Depot (HD)
· by
Mark Robertson
·
01/27/2006 10:43 AM
·
Stocks
Before we continue with the HD study with investigation of profitability and valuation, we need to spend a minute, doing a study-within-a-study,...
Home Depot (HD)
· by
Dan Hess
·
01/27/2006 12:05 PM
·
Stocks
Dan Hess: “Secondly with the Hughes acquisition, plus other efforts to expand in the contractor market, will result in contractor sales increasing...
Home Depot (HD)
· by
Mark Robertson
·
01/28/2006 11:52 AM
·
Stocks
Thanks for the excellent digging, Dan. I’d concur. Net margins at Home Depot are going to experience some pressure and the reduction you’ve mapped...
Home Depot (HD)
· by
Jill Pollard
·
01/28/2006 06:04 PM
·
Stocks
Thank you Mark and Dan for sharing your process of how/why you are calculating future growth and net profit margin for HD, and how the acquisition...
Home Depot (HD)
· by
Joyce Shinn
·
01/29/2006 12:04 PM
·
Stocks
I just logged on to this discussion after an email from Kurt. Very timely inasmuch as I’m planning a short challenge presentation of HD vs. LOW at...
Home Depot (HD)
· by
Mark Robertson
·
01/29/2006 12:24 PM
·
Stocks
>I just logged on to this discussion after an email from Kurt. Very timely inasmuch as I’m planning a short challenge presentation of HD vs....
Home Depot (HD)
· by
Bill Splaine
·
01/29/2006 07:25 PM
·
Stocks
I just joined the frey today after receiving the update message. One thing I haven’t seen much press on.. other than local newspaper writeups is...
Home Depot (HD)
· by
Dan Hess
·
01/29/2006 09:44 PM
·
Stocks
Bill I would be glad to post my Lowes TK SSG. However, I am unable to find how to attach a file to this message. Perhaps Mark or Kurt will tell me...
Home Depot (HD)
· by
Mark Robertson
·
01/30/2006 08:38 AM
·
Stocks
>I would like more clarity, Mark, on why you would choose to over-ride the MANIFEST numbers with the adjusted Yahoo ACE projection on HUG. I am...
Home Depot (HD)
· by
Mark Robertson
·
01/30/2006 08:43 AM
·
Stocks
>What you have presented so far, and what you plan on progressing thru – does this process mirror what you do for the Solomon Select company...
Home Depot (HD)
· by
Dan Hess
·
02/01/2006 04:55 PM
·
Stocks
Mark I am still here and paying attention. (g) I have some questions and thoughts about the graph showing the net margin of HD and the industry. I...
Home Depot (HD)
· by
Sam Goldeen
·
02/01/2006 07:20 PM
·
Stocks
I just have to quit lurking,when projecting same store growth for HD, I would suggest one go to you local HD and see how you enjoy the experence....
Home Depot (HD)
· by
Diane Graese
·
02/01/2006 07:22 PM
·
Stocks
NO NO NO you can’t give me total credit. I’ve long been a proponent of looking in the annual report at the EPS footnote and calculating diluted EPS...
Home Depot (HD)
· by
Mark Robertson
·
02/01/2006 07:55 PM
·
Stocks
But, but… I heard it from you first. :) OK… so it’s the Graese/Hess/Isaacs Effect. I can live with that. Thanks, Diane. Best wishes and Better...
Home Depot (HD)
· by
Dan Hess
·
02/01/2006 10:05 PM
·
Stocks
Sam > I just have to quit lurking,when projecting same store growth for HD, I would suggest one go to you local HD and see how you enjoy the...
Home Depot (HD)
· by
John Arnott
·
02/05/2006 03:28 PM
·
Stocks
In studying this discussion, it seems that we can summarize as follows: Sales Growth: – 9% (From @MarkRobertson Date 01-23-2006 11:34 Edited...
Home Depot (HD)
· by
Mark Robertson
·
02/05/2006 04:30 PM
·
Stocks
>Now I do not see any discussion on selecting a PE ratio which, of course, leads to our selection of High/Low prices. Is this just a case of...
Home Depot (HD)
· by
Patricia Lang
·
02/05/2006 04:50 PM
·
Stocks
Mark and all… I like Mark’s idea of “we’re not done yet”. I see much more to learn. And with the new thread on the Continuous Classroom I see the...
Home Depot (HD)
· by
John Arnott
·
02/05/2006 05:14 PM
·
Stocks
OK Mark, To clarify the “Discretionary Retail Building Supply” graph. On 10/12/2001, Sales Forecast (Red Line) for Oct 2005 was 18%, but Actual...
Home Depot (HD)
· by
Kurt Kowitz
·
02/06/2006 07:41 AM
·
Stocks
>I wanted to put a big grin in here but I can’t find the option to turn on the smileys. The Forum Help page, all the way at the bottom, has a...
Home Depot (HD)
· by
Mark Robertson
·
02/06/2006 08:21 AM
·
Stocks
Yes, that’s correct. Mark Robertson
Home Depot (HD)
· by
Mark Robertson
·
02/09/2006 10:37 PM
·
Stocks
Valuation During our stock studies, there’s a major milestone. It’s when the projected EPS (in this case, $4.41) meets the forecasted average P/E...
Home Depot (HD)
· by
Patricia Lang
·
02/10/2006 05:05 PM
·
Stocks
Mark, I had earlier asked about the Average P/E Ratio. You answered me (but I guess I didn’t really ever absorb what you had said.) I guess the...
Home Depot (HD)
· by
Mark Robertson
·
02/10/2006 05:20 PM
·
Stocks
>1. How do we work with your Average P/E Ratio. How are your skilled users applying this average to the estimating of the High and Low PEs on...
Home Depot (HD)
· by
Patricia Lang
·
02/10/2006 07:28 PM
·
Stocks
Mark, I think I see that it is all falling into place for me now – thanks for your clear directions. I’ve got the average PE idea worked out for my...
Home Depot (HD)
· by
Cy Lynch
·
02/10/2006 08:04 PM
·
Stocks
>I will be able to put the Projected Average Price to use once I’ve figured out how you are determining the estimated high earnings per share....
Home Depot (HD)
· by
Sunil Veluvali
·
02/11/2006 01:29 AM
·
Stocks
Hi Mark, I am still stuck on the fact that 9% sales growth is commanding a P/E of 24 (or even 20). Isn’t this too much of a premium to pay? What...