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.
[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.
[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%..
[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.
[Jan 01, 2011] Impossible? Happens Every Day, by Mark Robertson
There's a whole lot of impossible going on all around us.
[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.
[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.
[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.
[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.
[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.
[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.
[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.
[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, 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.
[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.
[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.
[Jul 01, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.
[Dec 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.
[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.
[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.
[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..
[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..
[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.
[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?”
[Jun 02, 2021] A New Triple Play On Steroids?, by Mark Robertson
Imagine starting with a list of Triple Play qualifiers and then checking for those with the most upside. Welcome to the Zone.
[Aug 01, 2006] Solomon's Status Report, by Mark Robertson
We check in on Solomon to see how we're doing at this time.
[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.
[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.
[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.
[Sep 03, 2020] MANIFEST 40 Update, by Mark Robertson
As we approach the 15th birthday of the Manifest Investing 40 most widely-followed stocks, we welcome Amazon (AMZN) and Disney (DIS) to the party.
[Apr 01, 2012] Raise A Cup: Million Dollar Moment, by Mark Robertson
If you start investing the maximum allowable 401(k) contribution -- and discover opportunities using a combination of forecasted returns and quality -- when might you reach $1,000,000?
[Nov 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate more shares of last month's Solomon Selection, MSFT.
[Mar 27, 2012] $1,000,000 Moment for Tin Cup, by Mark Robertson
It’s January 1995. If you start investing the maximum allowable 401(k) contribution — and discover opportunities using a combination of forecasted returns and quality — when might you reach $1,000,000?
[Jun 01, 2011] Sweet Sixteen, by Mark Robertson
The screening results this month represent our more traditional approach, seeking the highest ranked MANIFEST stocks.
[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.
[May 01, 2015] Copa Holdings & NIC, by Mark Robertson
The companies featured this month, CPA and EGOV, have both been selected recently by Ken Kavula during monthly Round Table webcasts.
[Jun 02, 2021] Regeneron Pharma (REGN), by Mark Robertson
Selected seven times for the Round Table, this drug development engine is in gear with all (7) selections delivering positive returns -- with an average relative return of +3.3%.
[Jul 31, 2016] Manifest 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.
[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 01, 2006] VIPERs Vanguard Discretionary, by Cy Lynch
VCR provides a relatively diversified opportunity to take advantage of above average return prospects in retailing and restaurant stocks.
[Mar 01, 2007] Vanguard Technology ETF, by Cy Lynch
VGT is an extremely low cost way to provide balanced exposure to the market sector.
[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.
[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?
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
·
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...
Deckers Outdoor (DECK)
· by
Nick A DiVirgilio
·
05/03/2012 05:13 PM
·
Stocks
Here’s JNJ
Cardiac Care: Momentum & Sentiment
· by
Mark Robertson
·
06/21/2012 08:05 AM
·
General Discussion
How do we use/interpret this stuff? Let’s take the case of Johnson & Johnson (JNJ). The price has moved rather suddenly. The result is that PAR...
Cardiac Care: Momentum & Sentiment
· by
Mark Robertson
·
06/21/2012 08:10 AM
·
General Discussion
Some of the most experienced investors around here pay attention to the overall trends and many use Point and Figure (PnF) charts to do this. They’...
MOTION: Purchase Johnson & Johnson (JNJ)
· by
Martin Eckerle
·
07/27/2010 02:39 PM
·
Portfolio Design & Management
To validate my motion I did an SSG study (attached) which gives added support for purchasing more JNJ. The SSG,(7/26 at $57.74) with very...
Expediters International (EXPD) a little rich?
· by
Mark Robertson
·
08/05/2010 03:56 PM
·
Stocks
Here’s the spreadsheet if you want to see what 26x and 5.4% net margin look like.
Western Alliance (WAL)
· by
Leonard Douglass
·
07/26/2023 09:55 AM
·
Stocks
Another up day [Grin]. I would point out that the current price is above the 200 Day SMA. Its obvoious from the volume that someone or someone[s]...
Sold JNJ
· by
Shelly Stokes
·
06/01/2013 11:56 PM
·
Decisions Manifest
My longest term holding, JNJ, hit my stop-loss Friday. RSI had been in the 90s, is down to 71. It looks like a lot of the high dividend super-blue...
Sold JNJ
· by
Bonnie Matter
·
12/22/2012 01:07 PM
·
Decisions Manifest
Year end weeding of portfolio and taking profits; my SSG indicates declines in following areas: earnings, pre-tax profit on sales, % earned on...
Bio-Reference Labs (BRLI)
· by
Leonard Douglass
·
11/26/2013 10:43 AM
·
Stocks
The day Diane posted the closing price was $29.04. Yesterday it was $37.30. According to the NASDAQ short interest report the short interest has...
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
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
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
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.
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
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
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
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
·
05/14/2020 07:12 PM
·
Stocks
For what it might be worth, Kris Jenner at Rock Springs Capital Management is loading up on JNJ. It’s now a Top 5 holding in their fund.
Johnson & Johnson (JNJ)
· by
Mark Robertson
·
05/14/2020 07:28 PM
·
Stocks
Value Line Close These shares are ranked 1 (Highest) for Timeliness. That said, those looking further out will want to be cautious here, as the...
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
·
05/18/2016 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
·
05/16/2018 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
·
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
·
05/12/2020 12:39 PM
·
Stocks
Dow 30 Review (Value Line) This week, in The Value Line Investment Survey, we are calling our readers’ attention to Johnson & Johnson. The New...
Johnson & Johnson (JNJ)
· by
Mark Robertson
·
08/13/2020 01:04 PM
·
Stocks
Dow 30 Review (Value Line) This week in The Value Line Investment Survey, we are calling our readers’ attention to Johnson & Johnson (JNJ). The...
Johnson & Johnson (JNJ)
· by
Mark Robertson
·
08/14/2020 04:16 PM
·
Stocks
Value Line Close Growth should get back on track next year, but there are a number of variables at play. Our assumption is largely predicated on a...
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 09:27 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
·
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
·
11/13/2017 01:31 PM
·
Stocks
Another charter member of the MANIFEST 40, Johnson & Johnson (JNJ)
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
·
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
·
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
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 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 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: