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Article Results:

[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.

[Jul 01, 2010] Manifest Top 40, by Mark Robertson
Twenty seven out of thirty nine active entries have outperformed the market since selection for an accuracy rating of 69.2%, down slightly from 72.5% in March 2010.

[Mar 31, 2010] Manifest Top 40, by Mark Robertson
The annualized rate of return for the stocks on your collective dashboards is +4.6% versus -0.1% for the Wilshire 5000 since inception. This represents an annualized relative rate of return of +4.7%..

[Oct 01, 2010] Better Second Opinion, by Mark Robertson
Trust, but verify. We've made subtle shifts over the years in characteristics like EPS Stability and Financial Strength ... we make another subtle change this month.

[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.

[Jan 01, 2011] Impossible? Happens Every Day, by Mark Robertson
There's a whole lot of impossible going on all around us.

[May 01, 2009] Vanguard Healthcare, by Mark Robertson
VHT is a passively managed ETF focusing on a sub-set of companies in the healthcare sector.

[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..

[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.

[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.

[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.

[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.

[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.

[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, 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.

[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.

[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 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.

[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 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.

[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.

[Apr 01, 2015] How Do I (We) Know If A Portfolio Needs Attention?, by Ken Kavula
This might also be the answer to the question, “How often should I look at my portfolio?”

[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.

[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.

[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.

[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, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.

[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?

[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.

[Sep 01, 2014] Buy High, Sell Low, by Mark Robertson
We reinforce the philosophy and process often. 1. Invest in the Best. 2. We’re Here For The Returns.

[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.

[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.

[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.

[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.

[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.

[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.

[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.

[Mar 01, 2005] American Century Ultra, by Mark Robertson
A highly-respected mutual fund family with solid management characteristics and long-term results for shareholders..

[Sep 01, 2015] Portfolio Analysis: A Primer, by Ken Kavula
We’ll pick up where we left on last month, turning now to analysis of a portfolio.

[Dec 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.

[Dec 01, 2010] Facebook Update ... Community Speaks, by Mark Robertson
We're impressed with what we see as considerable potential for long-term investors.

[Nov 01, 2013] Excursions of Exuberance, by Mark Robertson
Our community of like-minded long term investors can be a wealth of guidance. The lessons over the decades are strong and sometimes we all have to be reminded to listen to our own instincts and advice.

[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] Fidelity Growth & Income, by Cy Lynch
FGRIX is relatively concentrated for a fund its size with just 99 total holdings and the largest 10 holdings constituting about 40% of the portfolio..

[Dec 01, 2006] Fidelity Growth & Income, by Cy Lynch
The fund's characteristics have changed under new management, mostly in ways that MANIFEST advocates think should be a long-term improvement.

[May 01, 2006] Vanguard Growth Index, by Cy Lynch
VIGRX is a well-diversified fund with an exceptional Quality Rating and superior financial strength.

[Apr 01, 2006] American Century Select, by Cy Lynch
TWCIX's exceptional Quality Rating, superior financial strength and low volatility for a growth fund make it a solid consideration.

[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..

[Dec 01, 2006] Our Closet of Chronicles, by Mark Robertson
Chronicles deliver a welcome reinforcement of the methods championed by George Nicholson.

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Forum Post Results:

Johnson & Johnson (JNJ) · by Mark Robertson · 08/28/2019 06:07 PM · Stocks
Johnson & Johnson Ordered To Pay Up In Historic Trial (Morning Brew)

Johnson & Johnson (JNJ) · by Mark Robertson · 05/14/2019 07:18 PM · Stocks
Our Analysis

Johnson & Johnson (JNJ) · by Mark Robertson · 05/14/2019 07:03 PM · Stocks
Value Line: Dow 30 Review by Ian Gendler Johnson & Johnson (JNJ) develops, manufactures, and sells a broad range of products in the healthcare...

Johnson & Johnson (JNJ) · by Mark Robertson · 02/13/2019 10:07 AM · Stocks
Dow 30 Review This week, in The Value Line Investment Survey, we are calling our readers’ attention to Johnson & Johnson (JNJ). The New...

Johnson & Johnson (JNJ) · by Mark Robertson · 05/16/2018 08:32 AM · Stocks
Value Line: Market Focus by Ian Gendler, Value Line Director of Research Johnson & Johnson posted relatively positive numbers in the first...

Johnson & Johnson (JNJ) · by Mark Robertson · 02/13/2018 10:45 AM · Stocks
Value Line Outlook (via Ian Gendler, Value Line — Director of Research) On several occasions, in this very newsletter, we have highlighted Johnson...

Johnson & Johnson (JNJ) · by Mark Robertson · 02/13/2018 09:09 AM · Stocks
Johnson & Johnson (JNJ) is the 5th most widely-followed stock by MANIFEST subscribers. The “bolstering” we’re seeing with many of the updates...

Johnson & Johnson (JNJ) · by Mark Robertson · 11/13/2017 01:31 PM · Stocks
Another charter member of the MANIFEST 40, Johnson & Johnson (JNJ)

Johnson & Johnson (JNJ) · by Mark Robertson · 05/18/2016 09:45 AM · Stocks
Stock Highlight: Johnson & Johnson by Ian Gendler — Value Line Three months ago, in this very newsletter, we highlighted Johnson & Johnson...

Johnson & Johnson (JNJ) · by Mark Robertson · 05/15/2016 11:05 AM · Stocks
One of the challenges with the historical data and companies like JNJ is that the product portfolio is “shifting” and transforming. Where Value...

Johnson & Johnson (JNJ) · by Mark Robertson · 05/15/2016 10:01 AM · Stocks
The long-term chronicle displays the fairly rapid price advance, the accompanying reduction in return forecast and the buying opportunity mentioned...

Johnson & Johnson (JNJ) · by Mark Robertson · 05/15/2016 09:33 AM · Stocks
Our Point of View I wouldn’t call JNJ a “terrible buy” at these levels — there are worse selections to be made — but as the chronicle shows, the...

Johnson & Johnson (JNJ) · by Mark Robertson · 05/15/2016 09:27 AM · Stocks
Blue Chips to Avoid: Johnson and Johnson (JNJ) by Tim Melvin (via InvestorPlace) Johnson and Johnson (JNJ) is a great example of drug stocks gone...

Johnson & Johnson (JNJ) · by Mark Robertson · 03/15/2011 09:12 AM · Stocks
Johnson&Johnson (JNJ) was upgraded to a 5-star stock (Strong Buy) by Morningstar this morning.

Johnson & Johnson (JNJ) · by Mark Robertson · 03/11/2011 09:37 AM · Stocks
The FDA will subject Johnson&Johnson (JNJ) to five years of tight scrutiny at three key factories where manufacturing problems led to massive...

Johnson & Johnson (JNJ) · by Mark Robertson · 02/23/2011 05:30 PM · Stocks
The Challenge Club balked pretty steadfastly on JNJ (a TSLO-based sell order was placed) and participants cited a number of concerns. Here’s an...

Johnson & Johnson (JNJ) · by Mark Robertson · 02/22/2011 07:13 PM · Stocks
Updated EAGLE …

Johnson & Johnson (JNJ) · by Mark Robertson · 02/22/2011 07:13 PM · Stocks
… and chronicle:

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 05:56 PM · Stocks
You ’splain pretty good. :) I just expected a few people to slap down a 9%. And no, I don’t think 3-4% is too high.

Johnson & Johnson (JNJ) · by Susan Maciolek · 11/23/2010 04:58 PM · Stocks
I’ll take a stab at ’splaining…. The 9.4% increase in sales includes a full ten years. If one eliminated the earliest 5 years, the rate of growth...

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 04:07 PM · Stocks
By the way, here’s a look at a “traditional” analysis with most recent year ending 2009 … all of you “guys” choosing 3% or 4% have some ’splaining...

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 04:08 PM · Stocks
But I suspect that this is what you all really want to talk about:

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 04:09 PM · Stocks
Here’s a little CSI forensic action on what-in-the-world is going on?

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 02:12 PM · Stocks
Standard&Poor’s [S] expects revenues in 2011 to advance modestly from the $62 billion we estimate for 2010. We see gains in orthopedics,...

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 01:10 PM · Stocks
Value Line 3-5 Year Forecast PV = 62025 FV = 72100 n = 4 g = (72100/62025)^0.25 – 1 = .038, or 3.8%

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 12:51 PM · Stocks
Run with the Rhinos … the sales growth trend at Johnson&Johnson (JNJ) is “moderating” and causing more than a little angst in the community....

Johnson & Johnson (JNJ) · by Mark Robertson · 11/23/2010 01:04 PM · Stocks
“We expect annual sales growth will average 4% during the next 10 years as strong growth in new pipeline drugs and steady expansion in medical...

Johnson & Johnson (JNJ) · by Jim Thomas · 12/21/2009 07:36 PM · Stocks
Throwing in the Value Line Sales forecast at 2013 pulls down the long-term trend to 5.6% sales growth. (Starting at 2004 instead of 2003 drops it...

Johnson & Johnson (JNJ) · by Mark Robertson · 12/21/2009 07:39 PM · Stocks
Thanks, Jim. I tried to use your spreadsheet the other day but got frustrated when I couldn’t figure out the macros. :) Mark Robertson

Johnson & Johnson (JNJ) · by Mark Robertson · 12/21/2009 05:15 PM · Stocks
Valuation: Projected Average P/E Ratio The range of “reasonable P/Es” for JNJ go from 13x to 20.5x, with Value Line checking in at 16. Our...

Johnson & Johnson (JNJ) · by Mark Robertson · 12/21/2009 04:51 PM · Stocks
Compared to the last analysis (or Pfizer) an examination of our most widely-followed stock, Johnson&Johnson (JNJ) is something of a walk in...

Johnson & Johnson (JNJ) · by Mark Robertson · 12/21/2009 05:04 PM · Stocks
Profitability Analysis Steady. Consistent. 20.4% shown here for a 5-year EPS forecast of $7.01. (Continued)

Johnson & Johnson (JNJ) · by Jim Thomas · 12/11/2007 12:32 AM · Stocks
The increased PAR for JNJ last Friday, from 12% to over 15%, was the result of a dramatic improvement in the Sales Growth Forecast (from 4.7% to...

Johnson & Johnson (JNJ) · by Mark Robertson · 12/07/2007 02:07 PM · Stocks
Bill didn’t say that there’d been a pullback … only that any pullback could trigger opportunity. Mark Robertson

Johnson & Johnson (JNJ) · by Cy Lynch · 12/07/2007 01:05 PM · Stocks
Bill and all: >Buying opportunity on any pull back… I have to agree there. Interesting how “great minds” think alike, too. :-) My latest article...

Johnson & Johnson (JNJ) · by Jim Thomas · 12/06/2007 08:26 PM · Stocks
> Buying opportunity on any pull back …< Just to be clear, there has been no drop in price over the past few days or weeks. JNJ’s stock...

Johnson & Johnson (JNJ) · by Bill Bickley · 12/06/2007 03:35 PM · Stocks
Buying opportunity on any pull back; about as good as it gets, if history repeats (four stars but a 95+% rating from the “Caps” guys..?.

Johnson & Johnson (JNJ) · by Mark Robertson · 12/06/2007 03:41 PM · Stocks
Here’s the chronicle to keep everything in one place.

EAGLE: Johnson & Johnson (JNJ) · by Mark Robertson · 08/30/2010 02:46 PM · Stocks
Good catch (and I should have noticed that myself) … the PAR for Johnson&Johnson around 6/30/2010 was 12.8% … not 20%. Keep in mind that the...

EAGLE: Johnson & Johnson (JNJ) · by Chris Sanders · 08/30/2010 02:00 PM · Stocks
Mark- I don’t understand why the chronicle indicates a PAR of 20%, vs. 13% for the Equity Analysis Guide.

EAGLE: Johnson & Johnson (JNJ) · by Mark Robertson · 08/27/2010 10:47 AM · Stocks
… and the latest chronicle for JNJ:

EAGLE: Johnson & Johnson (JNJ) · by Mark Robertson · 08/27/2010 09:50 AM · Stocks
Equity Analysis Guide for Johnson&Johnson (JNJ)

EAGLE: Johnson & Johnson (JNJ) · by Mark Robertson · 08/27/2010 09:53 AM · Stocks
Equity Analysis Guide showing milestone judgments for sales growth, profitability and valuation for Johnson&Johnson (JNJ)

StockWatch: Johnson & Johnson (JNJ) · by Mark Robertson · 10/10/2008 02:32 PM · Stocks
Johnson&Johnson (JNJ) continues its A++ steady performance. It’s a rare occasion when the PAR is greater than 15% but MIPAR is closer to 21%....

StockWatch: Johnson & Johnson (JNJ) · by Larry Dix · 12/16/2007 10:24 AM · Stocks
Mark, The deal was an acquisition of Pfizer’s Consumer Healthcare for 16.6 Billion in Cash. The unit achieved sales of 3.9 Billion in 2005 at...

StockWatch: Johnson & Johnson (JNJ) · by Mark Robertson · 12/16/2007 08:31 AM · Stocks
Larry, It could. I think it would be unusual for JNJ to add a low-margin product without some strategy for turning it into a higher-margin product....

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Company Results:

Johnson & Johnson (JNJ)

Quality 91
PAR 7.7%