Article Results:
[Oct 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's.
[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.
[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.
[May 01, 2007] Fidelity Growth & Income, by Cy Lynch
FGRIX was selected as our second "three-peat" because its expense adjusted portfolio PAR ranks second of all funds meeting our screening criteria.
[Jun 01, 2007] Riding Shotgun, by Mark Robertson
The case for the sweet spot approach gets even more compelling.
[Dec 01, 2015] Bare Naked Million Portfolio, by Mark Robertson
The Bare Naked Million portfolio was born around Christmas 2006. The genesis was a phone call asking “What would you do with $1,000,000? How would you invest it if it were your money?”
[Jun 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's .
[Aug 01, 2011] Sweet Sixteen, by Mark Robertson
This month we take a departure from our more traditional approach, as we reinforce our findings regarding the Value Line low total return forecast.
[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.
[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.
[Jun 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.
[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.
[Apr 01, 2005] Sweet 16, by Mark Robertson
Stock Screen for April 2005
[May 01, 2005] Sweet 16, by Mark Robertson
The joys of finding a sweet spot in investing.
[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.
[Nov 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Maxim Integrated Products, Medtronic, Stryker and Walgreen.
[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.
[Jan 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Oracle, Fastenal, Maxim Integrated Products and Wellpoint Health.
[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..
[May 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
This month we introduce the "Tin Cup" model portfolio.
[May 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Staples, Best Buy and Oracle.
[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.
[Aug 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies Allied Irish Banks, CVS Caremark and Oracle. .
[Sep 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Aeropostale, Bed Bath & Beyond, CVS Caremark and Maxim Integrated Products. .
[Feb 01, 2008] The Shadow of Success, by Mark Robertson
You can't have a shadow without a little sunshine.
[Nov 01, 2013] Fund Analysis: Hoard vs. Herds, by Mark Robertson
Lump Sum Gone Naked
[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..
[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..
[Aug 14, 2018] Excellent Companies Near 52-Week Lows, by Mark Robertson
This month's screen is a search for companies trading near their 52-week low with excellent quality. McKesson (MCK), IPG Photonics (IPGP) and Signature Bank (SBNY) have all been featured and discussed during recent Round Table sessions.
[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 29, 2005] Selling Stocks: The Challenge of Reason, by Mark Robertson
Take a deep breath. It's not un-American to sell a stock.
[Mar 01, 2007] Vanguard Technology ETF, by Cy Lynch
VGT is an extremely low cost way to provide balanced exposure to the market sector.
[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.
[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, 2006] Manifest Top 40, by Mark Robertson
In the realm of long-term investing, patience is a virtue.
[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.
[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.
[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.
[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.
[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.
[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.
[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 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from subscriber dashboards.
Forum Post Results:
Lowe's (LOW)
· by
Mark Robertson
·
05/21/2020 08:23 AM
·
Stocks
Lowe’s Beats Home Depot as Sales Surge (Morning Brew) Our Analysis Lowe’s (LOW) has consistently been just a little short of the Manifest 40 Most...
Lowe's (LOW)
· by
Mark Robertson
·
09/20/2017 02:01 PM
·
Stocks
Lowe’s stock has pulled back over the past three months. The Home Depot is clearly the gold standard in the world of home-improvement retail,...
Lowe's (LOW)
· by
Mark Robertson
·
05/24/2023 08:40 AM
·
Stocks
Lowe’s: $3.67 EPS (vs. $3.44 expected) , $22.35 billion in sales (vs. $21.6B expected) . (Grit Capital) Net income fell 3% YoY on a 6% annual drop...
Lowe's (LOW)
· by
Mark Robertson
·
02/27/2024 09:37 AM
·
Stocks
On Tuesday, Lowe’s (LOW) reported higher earnings and sales than expected despite fewer people doing home improvement projects. The company had...
Lowe's (LOW): PAR?
· by
Etana Finkler
·
05/01/2009 09:00 PM
·
Stocks
Did the PAR for Lowe’s change today?? to 6? I thought this morning it was a green PAR? ahhh, I see retail building was in this week’s update… uh oh...
Bought Lowe's (LOW)
· by
Dan Hess
·
06/26/2007 11:56 AM
·
Decisions Manifest
I added to my Manifest Plus portfolio by purchasing LOW yesterday. I now have ORCL and LOW in this portfolio using my Manifest Plus simplified...
Bought Lowe's (LOW)
· by
Barbara Lusk
·
06/28/2007 10:00 PM
·
Decisions Manifest
Dan, Have you discussed what your “Manifest Plus” approach is somewhere in one of the forums? If so, can you point me in the right dircetion?...
Bought Lowe's (LOW)
· by
Bakul Lalla
·
06/28/2007 10:42 PM
·
Decisions Manifest
Barbara, > Have you discussed what your “Manifest Plus” approach is somewhere in one of the forums? If so, can > you point me in the right...
Bought Lowe's (LOW)
· by
Barbara Lusk
·
06/30/2007 09:18 PM
·
Decisions Manifest
Thanks Bakul
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
07/06/2007 09:24 AM
·
Stocks
Analysis Summary Lowe’s (LOW) has a projected annual return of 18-20% based on a stock price of $31. Lowe’s is ranked #2 in the MANIFEST 40. 1....
StockWatch: Lowe's (LOW)
· by
Dan Hess
·
07/06/2007 10:23 AM
·
Stocks
Mark I need some enlightenment to better understand how you are achieving the calculations for LOW. Looking at the FF I see sales growth of 10% and...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
07/06/2007 10:43 AM
·
Stocks
>Looking at the FF I see sales growth of 10% and a 5 year EPS of 3.27. I also see at the top of the Visual Analysis an EPS Forecast of 3.34....
StockWatch: Lowe's (LOW)
· by
Dan Hess
·
07/06/2007 12:24 PM
·
Stocks
Mark Okay it is becoming more clear. I had forgotten you are using P for price and not profits. Do you use the average price per year? Perhaps it...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
07/06/2007 12:40 PM
·
Stocks
>I had forgotten you are using P for price and not profits. Do you use the average price per year? No. The price shown is the price on the date...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
12/11/2007 05:51 PM
·
Stocks
Technical Analysis I don’t pay as much attention to the “charts” for core holdings but in this case, the question is “When might accumulation make...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
12/11/2007 05:38 PM
·
Stocks
Analysis Summary Lowe’s (LOW) has a projected annual return of 20.7% based on a stock price of $23.60. The quality rating is 75.1. Lowe’s is ranked...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
12/11/2007 05:40 PM
·
Stocks
Visual Analysis When the EPS results drop below the long-term trend, the rhinos get the heebies. The heebies persist until Lowe’s begins to deliver...
StockWatch: Lowe's (LOW)
· by
Mark Robertson
·
12/11/2007 05:43 PM
·
Stocks
Profitability Analysis Diminishing returns (and margin contractions) are built into our EPS forecast. If margins continue to expand, that’s...
Lowe's (LOW) Chronicle
· by
Mark Robertson
·
01/05/2007 08:33 PM
·
Stocks
The updated chronicle for that “other” home improvement retailer, Lowe’s is attached. For what it’s worth, in a stock picking contest featuring...
Lowe's (LOW) Chronicle
· by
Mark Robertson
·
04/04/2007 10:05 AM
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Stocks
Update attached. Slight upgrade in projected profitability. Mark Robertson
Lowe's (LOW) Chronicle
· by
Dan Hess
·
04/04/2007 11:05 AM
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Stocks
Comparing the Chronicles of HD and LOW shows some interestiing contrasts of two companies most of us view as being close peers and competitors....
Lowe's (LOW) Chronicle
· by
Bakul Lalla
·
04/05/2007 10:15 AM
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Stocks
> Speaking of compensation, I am amazed how complicated the companies have made their > compensation in this years annual reports / 10K’s....
Bought Lowe's (LOW)
· by
Chuck Burford
·
08/28/2007 09:50 PM
·
Decisions Manifest
Bought low today before closing
Lowe's (LOW): Ouch
· by
Mark Robertson
·
05/22/2012 06:32 AM
·
Stocks
Piper backtracks on a recent upgrade of Lowe’s (LOW) after yesterday’s guidance blunder, shuffling LOW to Neutral from Overweight, and reducing...
Lowe's (LOW) Split Reminder
· by
Mark Robertson
·
07/04/2006 11:53 AM
·
Stocks
The stock price for Lowe’s (LOW) was split 2-for-1 yesterday. The adjustment has been made in the database and subscribers are reminded that any...
Chronicle Update: Lowe's (LOW)
· by
Mark Robertson
·
01/05/2008 09:09 AM
·
Stocks
Lowe’s (LOW) is a Retail Building Supply stock. It’s getting hammered. What else is new as the housing slump continues and expectations seem to get...
Chronicle Update: Lowe's (LOW)
· by
Laura Scott
·
01/07/2008 11:24 AM
·
Stocks
Yes, the housing market is getting hammered, but, according to the recent VL, “Patient investors may find the current price attractive as an...
Chronicle Update: Lowe's (LOW)
· by
Mark Robertson
·
01/07/2008 01:36 PM
·
Stocks
Laura, I’ll probably expand on this in a later post, but one of the first 2009 analyst estimates is out of the box for Toll Brothers (TOL). In a...
Chronicle Update: Lowe's (LOW)
· by
Laura Scott
·
01/07/2008 02:35 PM
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Stocks
Mark: Thanks for your post. Nice graph – puts into more of a visual for me…….I think I’ll wait too. I need to get better at looking at charts…..:)...
Lowe's (LOW) Chronicle Update
· by
Mark Robertson
·
10/08/2007 12:29 PM
·
Stocks
The recent price swoon generates a PAR approaching 20%. Quality continues to be strong and trending in the right direction. Jimmie Johnson keeps...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 01:54 PM
·
Stocks
Lynn posted this message on NAIC’s I-Club-List. She and I spent some time discussing Lowe’s this morning and agreed to “continue the discussion”...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 02:23 PM
·
Stocks
My PERT-A graph is showing 6 straight quarters of declining fundamentals — on all levels. I’d argue that the PERT-A is confirming what we already...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 02:54 PM
·
Stocks
>Lynn: I don’t believe that George Nicholson ever expected us to hang on this long to a “good” company. I think my club missed the opportunity...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 02:56 PM
·
Stocks
By the way, based on the Chronicle, the last “selling opportunity” for Lowe’s (outside of any portfolio-centered situations) was back in 1998 or...
Fencing with Lowe's (LOW)
· by
Dan Hess
·
02/18/2008 03:06 PM
·
Stocks
Lynn and Mark Here is my take on Lowes. It is clear the housing market is in a severe recession. The bubble has burst and housing prices will need...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 03:18 PM
·
Stocks
EPS Expectations As shown here, the analyst estimates for 2007 and 2008 have been included (Source: finance.yahoo.com) and we’ll include the 2009...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 04:53 PM
·
Stocks
Projected P/E Ratio As Yogi Berra might say, “The past is history.” Lowe’s is maturing as a company and we know that means lower growth rate...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 05:09 PM
·
Stocks
>Lynn: I am not planning on selling my personal stake, as my horizon is longer and my investment objectives are different. But the club’s goal...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/18/2008 05:28 PM
·
Stocks
Here’s one example of why we don’t attempt to TIME transactions. In mid-2001, the stock price for Lowe’s had challenged shareholders with one of...
Fencing with Lowe's (LOW)
· by
Stephen Phillips
·
02/18/2008 05:40 PM
·
Stocks
Mark, et al: As always your analysis is compelling and I think most would agree that LONG-TERM Lowes is a solid company&today’s price is an...
Fencing with Lowe's (LOW)
· by
Larry Dix
·
02/19/2008 09:13 PM
·
Stocks
First, disclosure… I own some stock in Lowes in 2 of my accounts…. One thing that Mark touched on and I tend to do is to look at other companies...
Fencing with Lowe's (LOW)
· by
Mark Robertson
·
02/25/2008 10:00 AM
·
Stocks
Lowe’s Reports 4Q Results and comes up short on the outlook, according to this report. Mark Robertson
Fencing with Lowe's (LOW)
· by
Mark R. Johnson
·
02/25/2008 11:08 AM
·
Stocks
One dour new way to think about PE is to take LOW’s current 12.8 with $1.87/shr earnings (at price $23.60), and look at what that would be with...
Fencing with Lowe's (LOW)
· by
Jim Thomas
·
02/25/2008 07:47 PM
·
Stocks
> But does anyone expect the housing slump to last forever?< Some think there could be more sellers than buyers for decades....
Fencing with Lowe's (LOW)
· by
Mark R. Johnson
·
02/25/2008 09:16 PM
·
Stocks
Wow. That is pretty apocalyptic. Well usually the world does not end, but sometimes it does. For what it’s worth I also have in my library a book...
Fencing with Lowe's (LOW)
· by
Lowell Herr
·
02/26/2008 11:38 AM
·
Stocks
“Some think there could be more sellers than buyers for decades. http://www.informaworld.com/smpp/section?content=a789053981=713240928 " Jim, Will...
Fencing with Lowe's (LOW)
· by
Sunil Veluvali
·
02/26/2008 12:01 PM
·
Stocks
I think demographics are overblown in their impact: It is a problem like global warming, i.e. markets cannot react to them in any meaningful way....
Fencing with Lowe's (LOW)
· by
Dan Hess
·
02/27/2008 04:24 PM
·
Stocks
Merrill added Lowes to their Number 1 list today. Perhaps they see an early end to the housing downturn. Dan Hess