Article Results:
[May 01, 2006] User Guide Update and Cow Tipping, by Mark Robertson
Have you ever gone cow-tipping.
[Apr 01, 2011] Fools, Flat Spot Fever & Muddy Moments, by Mark Robertson
Our community thrives on stripping away the emotions that sometimes include nasty memories, muddied results and focus on the road ahead.
[Aug 01, 2021] Sweet 16 Screening Results (August 2021), by Mark Robertson
This month's Sweet 16 provides the companies that have (1) a Quality Ranking greater than 80 (Excellent) and (2) exhibit the highest Projected Return on Value (PROVE) among the qualifiers.
[Apr 01, 2021] Tin Cup Demonstration Portfolio (April 2021), by Mark Robertson
Tin Cup surged to $3,854,819 continuing the advance (read surge) of the last several months. Rate of return since inception is now 15.3%.
[Jun 01, 2021] Tin Cup Demonstration Portfolio (June 2021), by Mark Robertson
16% Rate of Return Since Inception (January 1995)! SWEET!
[Apr 01, 2007] Huddling with History, by Mark Robertson
Heed the lessons of history. Opportunities and challenges do repeat and human nature is pretty reliable.
[Aug 01, 2010] Hoard vs. Herds: QQQQ, by Cy Lynch
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.
[May 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies based on a combination including PAR and quality rating are Walgreen, Wrigley, Meredith and Medtronic.
[Jul 01, 2006] Sweet 16, by Mark Robertson
Continue to shop among the highest quality companies with financial strength ratings of "A" or better.
[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.
[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.
[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.
[Aug 01, 2005] Thompson Plumb Growth, by Mark Robertson
Thompson Plumb Growth is among a group of long-term performance leaders featured this month.
[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.
[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..
[Jul 01, 2005] Nasdaq-100 (QQQQ), by Mark Robertson
QQQQ is designed to follow the NASDAQ-100 index composed of 100 of the fastest growing technology and non-financial services companies listed on the NASDAQ Stock Market..
[May 10, 2019] Omaha-Inspired Ownage, by Mark Robertson
Mark's first cut at a cheat sheet for the Chicago NAIC national convention.
[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.
[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.
[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.
[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, 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.
[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.
[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 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.
[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, 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, 2013] Sweet 16, by Mark Robertson
Every week we sort through the update batch and feature companies with solid return forecasts according to Value Line. This month, we share the results of that screen.
[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.
[Apr 01, 2015] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.
[Jan 01, 2015] Manifest Top 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.
[Mar 01, 2006] VIPERs Vanguard Growth, by Cy Lynch
VUG's exceptional Quality Rating, superior financial strength and diversification across industries and sectors make it a solid core holding in any equity-oriented portfolio..
[Oct 01, 2005] Vanguard Growth Equity, by Mark Robertson
You'll need a few ounces of courage and risk tolerance to own VGEQX but we've been impressed by the strong migration to quality.
[Jan 01, 2006] VIPERs Vanguard Technology, by Cy Lynch
VGT is passively managed to track the Morgan Stanley Capital\r\nInternational US Investable Market Information Technology Index.
[Feb 14, 2007] Diodes, Inc., by Ken Kavula
One of the players in the arena of "simple semis" is DIOD.
[Oct 01, 2007] Vanguard Technology ETF, by Cy Lynch
VGT is passively managed to track the performance of the Morgan Stanley Capital International (MSCI) US Investable Market Information Technology Index..
[Dec 01, 2005] Divining By Sector, by Mark Robertson
When subscribers Joe Bowen and Cy Lynch urged me to explore exchange-traded funds (ETFs) I was skeptical.
[Apr 01, 2014] Another Shining Moment, by Mark Robertson
If you’ve been around here as a subscriber for a while you may have heard or read about this before. For me, it was one of those etched moments during a few decades of investing. They don’t happen all that often but this one has been indelible.
[Mar 01, 2015] Dawns of Awakening Redux, by Mark Robertson
Dawn begins with the first sight of lightness in the morning, and continues until the Sun breaks the horizon. "Dawn" derives from the Old English verb dagian, "to become day". It is a time for discovery, awakening and preparing for challenges and opportunities and sharing the lessons of nearly eight decades of "Investing Better. Together."
[May 16, 2021] Sage of Madison Heights, by Mark Robertson
Forget Warren Buffett. The most influential man in the market today may well be 82-year-old Thomas O'Hara.
Forum Post Results:
Intel (INTC)
· by
Don Wilson
·
03/17/2006 05:41 PM
·
Stocks
Intel is looking more like a buy daily with a current PAR of 15.2%, QR 71.6, and GR 6.6%. TTM PE hasn’t been this low since 1996. I was wondering...
Intel (INTC)
· by
Mark Robertson
·
03/19/2006 03:33 PM
·
Stocks
Probably time for another chronicle to see if it suggests anything. The chronicle for Intel (INTC) is attached. Mark Robertson
Intel (INTC)
· by
Don Wilson
·
03/19/2006 06:19 PM
·
Stocks
Looks like this baby needs a recession/down market to reach its peak PAR. The Quality rating is 71.6, so the quality rating currently appears to be...
Intel (INTC)
· by
Mark Robertson
·
03/20/2006 08:37 AM
·
Stocks
>The Quality rating is 71.6, so the quality rating currently appears to be at an all-time high. I need to make a clarification here. Because...
Intel (INTC)
· by
Mark Robertson
·
10/24/2020 08:57 AM
·
Stocks
Intel’s Problems Are Likely Just Getting Started (Morning Brew, MarketWatch)
Intel (INTC)
· by
Mark Robertson
·
12/17/2019 08:52 AM
·
Stocks
https://www.morningbrew.com/daily/stories/2019/12/16/intel-ups-ai-game-2-billion-acquisition-habana-labs
Intel (INTC)
· by
Matt Spielman
·
10/24/2020 10:39 AM
·
Stocks
To add a little depth to Intel’s manufacturing problems: If you have been following Intel and the chipmankers for a while, you know over their...
Intel (INTC)
· by
Mark Robertson
·
01/14/2011 09:16 AM
·
Stocks
Intel (INTC) is one of the companies that “came up” in the This Week in Value Line for January 7. Intel’s earnings beat. Intel (INTC) beat earnings...
Intel (INTC)
· by
Mark Robertson
·
10/15/2013 05:20 PM
·
Stocks
Intel (INTC) expects Q4 revenue of $13.7B vs. a consensus of $14.02B. The company’s 2013 capex guidance has been lowered again, this time to $10.8B...
Intel (INTC)
· by
Mark Robertson
·
07/18/2013 08:55 AM
·
Stocks
Intel falls following weak Q2 report. Intel (INTC) shares dropped 3.3% pre-market after the chip company’s Q2 earnings missed expectations and it...
Intel (INTC)
· by
Mark Robertson
·
05/25/2012 08:14 AM
·
Stocks
Intel’s Growth Prospects Make It Attractive Right Now After a stellar run from the beginning of the year to about late April, semiconductor stocks...
Intel (INTC)
· by
Dan Hess
·
05/25/2012 10:16 AM
·
Stocks
The question I have on Intel is with the shift from PC based users to mobile users can Intel get into and dominate the mobile space as they did the...
Intel (INTC)
· by
Mark Robertson
·
05/25/2012 10:34 AM
·
Stocks
Great question, Dan. My instinct is that Intel is “inside” much of the mobile stuff too — but no idea how much and if displacement is...
Intel (INTC)
· by
Mark Robertson
·
07/18/2012 08:20 AM
·
Stocks
Weak PC demand hits Intel’s profit. Intel’s (INTC) Q2 net profit slipped 4% to $2.83B despite revenue climbing 4% to $13.5B, and it cut its FY...
Intel (INTC)
· by
Sunil Veluvali
·
07/18/2012 09:26 AM
·
Stocks
Not really. ARM and its ecosystem of companies power 90% of the mobile processor market. Intel is playing catch-up with the poor decision to sell...
Intel (INTC)
· by
Mark Robertson
·
03/27/2013 04:32 PM
·
Stocks
Mark and Hugh selected Intel (INTC) for the March Round Table. Here’s a supporting opinion:...
Intel (INTC)
· by
Mark Robertson
·
03/27/2013 04:37 PM
·
Stocks
And a counterpoint… I’ve heard Kurt talk about a number of these topics and concepts:...
Intel (INTC)
· by
Mark Robertson
·
03/27/2013 05:55 PM
·
Stocks
From Kurt earlier today: http://betanews.com/2013/03/26/pc-apocalypse-emerging-market-buyers-move-from-smartphones-to-tablets/
Intel (INTC)
· by
Dan Hess
·
03/27/2013 09:38 PM
·
Stocks
Another bullish Intel article can be found at Intel $48 Stock in 4 Years This was written by a techie. Be sure to read the many article comments...
Intel (INTC)
· by
Dan Hess
·
03/28/2013 10:17 AM
·
Stocks
Below is a comment to an article that in my view provides a bullish view of the future of Intel despite all the recent negative publicity. It was...
Intel (INTC)
· by
Dan Hess
·
03/29/2013 11:52 AM
·
Stocks
Another article titled Intel Cisco Foundry Deal Confirmed by Ashraf suggests Intel may have obtained some chip foundry work from Cisco. This would...
Intel (INTC)
· by
Hugh McManus
·
04/10/2013 04:55 PM
·
Stocks
There’s an interesting article on the WSJ website about a record slowdown in PC shipments during the first quarter. There’s even a comment that the...
Intel (INTC)
· by
Dan Hess
·
04/10/2013 11:13 PM
·
Stocks
Hugh I did not see the WSJ article but I did see the IDC report citing the sharp drop in PC sales. Reading a little closer it seems businesses...
Intel (INTC)
· by
Hugh McManus
·
04/11/2013 01:22 AM
·
Stocks
Intel seems to be in a stronger position than does Microsoft. It will be interesting to watch.
Intel (INTC)
· by
Dan Hess
·
04/11/2013 09:26 AM
·
Stocks
Hugh I see the main problem MSFT faces is they have two superb cash cows namely Windows and Office both of which have superb margins due to the...
Intel (INTC)
· by
Mark Robertson
·
01/14/2021 09:33 AM
·
Stocks
Chip behemoth Intel (INTC) shares responded favorably this morning when it announced a change at the top. Current CEO Bob Swan, who has been at the...
Intel (INTC)
· by
Mark Robertson
·
01/14/2021 09:53 AM
·
Stocks
Value Line Close (12/25/2020) We have left intact our share-earnings projections for the 3- to 5-year pull. We believe the company will be able to...
Intel (INTC)
· by
Mark Robertson
·
01/22/2021 12:09 PM
·
Stocks
Well, Intel’s Q4 earnings were pretty weird. First, the numbers: The Silicon Valley chip giant reeled in $20 billion in revenue in Q4, and posted a...
Intel (INTC)
· by
Matt Spielman
·
03/07/2022 09:39 AM
·
Stocks
While the Wall Street Journal reports that the IPO market is drying up in the wake of the tech rout and Russia’s invasion of Ukraine, Intel is...
Intel (INTC)
· by
Marie Frank
·
07/09/2022 12:34 PM
·
Stocks
The linked article provides a comparison of chips from INTC, NVDA and Dell. Clearly not a complete analysis but interesting to note Intel making...
Intel (INTC)
· by
Mark Robertson
·
09/18/2022 12:25 PM
·
Stocks
Intel (INTC) is a Round Table position, most recently selected in December 2020 at a price of $46.93. INTC has a relative return of -25.6% since...
Intel (INTC)
· by
Mark Robertson
·
01/27/2023 05:46 PM
·
Stocks
Chip maker Intel (INTC) had a tough go of it during the fourth quarter, and the near-term prospects don’t look much better. Specifically, earnings...
Intel (INTC)
· by
Mark Robertson
·
09/21/2023 10:49 AM
·
Stocks
Equity Analysis (INTC) Value Line Close (9/22/2023) Though we like the Intel turnaround story, these shares don’t stand out at the recent...
Intel (INTC)
· by
Mark Robertson
·
01/26/2024 11:09 AM
·
Stocks
Intel’s stock dropped over 10% in premarket trading on Friday after fourth-quarter results surpassed estimates, but its outlook for the current...
Intel (INTC)
· by
Mark Robertson
·
06/17/2024 10:17 AM
·
Stocks
Equity Analysis (INTC) Value Line Close (6/21/2024) These shares are an untimely choice for the year ahead. However, they offer enticing...
Intel (INTC)
· by
Mark Robertson
·
09/17/2024 04:05 PM
·
Stocks
Intel’s Turnaround Is Working. Buy The Dip (Barron’s) … a remarkable change in fortune for Intel (INTC), which once … dominated the chip market...
Intel (INTC)
· by
Mark Robertson
·
09/17/2024 07:12 PM
·
Stocks
Equity Analysis (INTC) Value Line Close (9/20/2024) These shares currently carry our lowest rank for Timeliness. This reflects the company’s weak...
Intel (INTC)
· by
Matt Spielman
·
09/20/2024 03:22 PM
·
Stocks
The WSJ reports that Qualcomm has approached Intel about a takeover in recent days. The reporting is attributed to “people familiar with the...
Intel (INTC)
· by
Matt Spielman
·
12/02/2024 09:07 AM
·
Stocks
Intel announced CEO Pat Gelsinger has retired, and stepped down from its Board of Directors. CFO David Zinsner and Michelle Johnston Holthaus have...
Intel Corp. (INTC)
· by
Mark Robertson
·
01/18/2006 03:07 PM
·
Stocks
Intel Corp (INTC), currently ranked #13 on the MANIFEST 40 , reported revenues which fell short of expectations for the quarter ended 12/2005....
StockWatch: Intel (INTC)
· by
Mark Robertson
·
04/18/2008 09:38 AM
·
Stocks
Intel recently reported earnings pretty much in line with expectations: Intel’s Quarter on Target: Tech Sector Exhales Here’s the updated visual...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
04/18/2008 09:42 AM
·
Stocks
Technical Analysis It looks to me like there’s substantial resistance at $27-28 and support at $17-18. I’d certainly consider $17 as a projected...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
04/18/2008 09:56 AM
·
Stocks
Chronicle Reminder: The Top 40 chronicles can be found in the Reading Room .
StockWatch: Intel (INTC)
· by
Pascal Meerpoel
·
04/18/2008 01:21 PM
·
Stocks
Mark, Is there a specific reason for using cash flow in the visual and P/CF to calculate the PAR. In the previous stockwatch (01-16-08) you were...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
01/16/2008 10:05 AM
·
Stocks
Summary The most recent StockWatch on Intel was issued fairly recently (12/24/2007) but it’s already time for an update. The update is driven by...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
01/16/2008 10:06 AM
·
Stocks
Visual Analysis The 2009 estimates have been added as shown here:
StockWatch: Intel (INTC)
· by
Mark Robertson
·
01/16/2008 10:07 AM
·
Stocks
Technical Analysis Intel is down 12% in early trading on Wednesday, reflecting concerns about long-term fundamentals and a slight weakening in...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
01/16/2008 10:23 AM
·
Stocks
Valuation: Projected Average P/E Herb Greenberg assails the long-time premium P/E generally afforded Intel by investors in: What is Intel Really...
StockWatch: Intel (INTC)
· by
Mark Robertson
·
10/11/2008 12:19 PM
·
Stocks
The expectations for Intel continue to look pretty good:
Intel Corp (INTC)
· by
Mark Robertson
·
01/08/2010 04:05 PM
·
Stocks
Intel Corp (INTC) is a long-time community favorite. At one time, INTC ranked as the most widely-held stock among investment clubs with a streak...