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Article Results:

[Oct 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's.

[Jan 01, 2020] Tin Cup Demonstration Portfolio (January 2020), by Mark Robertson
Not all Decembers are created equal. Think back to the carnage from December 2018. From the stock market low on Christmas Eve 2018 ... Tin Cup has gained 37.5% since hearing the bells on that unsettling Christmas Eve. Accumulate Google (GOOG).

[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.

[Nov 01, 2019] Commence Sharing of Actionable Ideas, by Mark Robertson
During the month of October, we carefully search for small company ideas for the next year’s Best Small Companies list.

[Nov 01, 2019] Tin Cup Demonstration Portfolio (November 2019), by Mark Robertson
Tin Cup has now regained 22.4% over the trailing 10 months ... outpacing the Wilshire 5000.

[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.

[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.

[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?”

[Jul 01, 2019] Here For The Returns, by Mark Robertson
Some stocks to study with superior return forecasts per the analyst consensus include: Health Insurance Innovations (HIIQ), II-VI (IIVI), PetMed Express (PETS) and Urban Outfitters (URBN).

[Nov 26, 2018] Irish Spring Eruption, by Mark Robertson
Our adaptation of one of the favorite screening techniques of Hugh McManus, shopping near periodic lows, yields a number of companies that have been discussed or nominated during several of the most recent monthly Round Table webcasts.

[Jun 01, 2019] Tin Cup Demonstration Portfolio (June 2019), by Mark Robertson
April was sweet. May was the opposite. April showers didn't bring May flowers ... more like sludge. On the bright side, we get more ice cream ...

[May 10, 2019] Omaha-Inspired Ownage, by Mark Robertson
Mark's first cut at a cheat sheet for the Chicago NAIC national convention.

[May 01, 2019] Tin Cup Demonstration Portfolio (May 2019), by Mark Robertson
It's Blind Side all over again as Qualcomm considerably bolsters the Tin Cup portfolio during April.

[Apr 01, 2019] Tin Cup Demonstration Portfolio (April 2019), by Mark Robertson
The stock market trauma seems to have abated as the portfolio continued its gains since Christmas Eve and the portfolio total assets now hover closer to the $2,000,000 level. Tin Cup has an annualized total return of 14.7% since March 2009. What are some of the strongest contributors over the last ten years?

[Mar 01, 2018] Sweet 16: Screening Results, by Mark Robertson
For the February Round Table, some went looking for oversold opportunities or companies trading close to 52-week lows ... and certainly companies with favorable long term return forecasts.

[Feb 01, 2019] Tin Cup Demonstration Portfolio (February 2019), by Mark Robertson
Tin Cup snapped back to approach $2,000,000 as January 2019 checked out as the best first month of the year since 1987. Yes, Virginia, since October, this has been a YoYo “Walk-The-Dog” market.

[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.

[Dec 01, 2018] Tin Cup Demonstration Portfolio (December 2018), by Mark Robertson
Tin Cup had a much better month. The progress restored during November was a welcome relief to the gruesome angst of an October to forget. Total assets soared at month-end to make the last (12) months -- as challenging as they’ve been -- a little more palatable. We note that the year-over-year gain is still $79,932 during a most difficult general stock market.

[Nov 01, 2013] Fund Analysis: Hoard vs. Herds, by Mark Robertson
Lump Sum Gone Naked

[Oct 01, 2018] Accumulate Alphabet/Google (GOOG), by Mark Robertson
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.

[Jun 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.

[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.

[Sep 01, 2018] Triple Play Candidates, by Mark Robertson
The time-honored Triple Play screening approach yields a number of stocks for study including: Skechers (SKX), Booking (BKNG), LCI Industries (LCII), FaceBook (FB) and Tupperware (TUP).

[Aug 01, 2006] Sweet 16, by Mark Robertson
Highest rated companies this month include Cisco Systems,\r\nAbercrombie & Fitch, Microsoft and Bed Bath & Beyond.

[Sep 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Aeropostale, Bed Bath & Beyond, CVS Caremark and Maxim Integrated Products. .

[Aug 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies Allied Irish Banks, CVS Caremark and Oracle. .

[Jul 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Whole Foods Market, Walgreen, CVS and Zimmer.

[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen and Williams-Sonoma.

[Feb 01, 2008] The Shadow of Success, by Mark Robertson
You can't have a shadow without a little sunshine.

[May 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Staples, Best Buy and Oracle.

[Jan 01, 2007] Sweet 16, by Mark Robertson
The highest rated companies are Oracle, Fastenal, Maxim Integrated Products and Wellpoint Health.

[Dec 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Fastenal, Stryker, Wellpoint Health and EBay.

[Nov 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Maxim Integrated Products, Medtronic, Stryker and Walgreen.

[Sep 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.

[May 01, 2005] Sweet 16, by Mark Robertson
The joys of finding a sweet spot in investing.

[Apr 01, 2005] Sweet 16, by Mark Robertson
Stock Screen for April 2005

[Aug 01, 2018] Tin Cup Demonstration Portfolio (August 2018), by Mark Robertson
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.

[May 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
This month we introduce the "Tin Cup" model portfolio.

[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..

[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.

[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..

[Apr 01, 2018] Tin Cup Demonstration Portfolio (April 2018), by Mark Robertson
As the first down quarter in recent memory came to a close, Tin Cup stumbled ... but the Wilshire 5000 dropped even more. CVS Health is accumulated.

[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.

[Feb 12, 2018] Sweet 16: Screening Results, by Mark Robertson
The Heavy Hogs for 2017 generated an annual total return of 42.4%. Here's the consensus favorites from this year's contest.

[Feb 01, 2018] Tin Cup Demonstration Portfolio (February 2018), by Mark Robertson
Hello $2,000,000! If you squint carefully at that long term chart of total assets, we see that January 2018 was one of the biggest bumps to the upside for a single month, ever.

[Jan 01, 2018] Sweet 16: Our "Fave Sixteen", by Mark Robertson
For the Fave Five, we isolate companies with strong short and long-term expectations. This month, we use that criteria for our "Sweet 16."

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Forum Post Results:

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): 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): 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...

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 05:43 PM · Stocks
Profitability Analysis Diminishing returns (and margin contractions) are built into our EPS forecast. If margins continue to expand, that’s...

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...

Bought Lowe's (LOW) · by Chuck Burford · 08/28/2007 09:50 PM · Decisions Manifest
Bought low today before closing

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 · 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 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 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....

Bought Lowe's (LOW) · by Barbara Lusk · 06/30/2007 09:18 PM · Decisions Manifest
Thanks Bakul

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 · 06/28/2007 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 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...

Lowe's (LOW) Chronicle · by Bakul Lalla · 04/05/2007 10:15 AM · Stocks
> Speaking of compensation, I am amazed how complicated the companies have made their > compensation in this years annual reports / 10K’s....

Lowe's (LOW) Chronicle · by Dan Hess · 04/04/2007 11:05 AM · 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 Mark Robertson · 04/04/2007 10:05 AM · Stocks
Update attached. Slight upgrade in projected profitability. Mark Robertson

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...

Fencing with Lowe's (LOW) · by Bill Bickley · 02/27/2008 05:50 PM · Stocks
How timely (after a 25% move since the middle of last month)

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

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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”...

Chronicle Update: Lowe's (LOW) · by Laura Scott · 01/07/2008 02:35 PM · 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…..:)...

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 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 · 01/05/2008 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...

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...

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...

Lowe's (LOW) and Home Depot (HD) · by Dan Hess · 05/03/2009 02:14 PM · Stocks
Mark > The Growth and Net Margin were, respectively, 11% and 5.5% on 4/28. Today (5/1) they are 7% and 3.5%. PAR dropped from 21.5% to 6% (with...

Lowe's (LOW) Predicts Earnings Shortfall · by Mark Robertson · 09/25/2007 02:16 PM · Stocks
FYI, see: Lowe’s Predicts EPS Shortfall Mark Robertson

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Company Results:

Lowe's (LOW)

Quality 81
PAR 11.8%
Fund Results:

Fidelity Low-Priced Stock (FLPSX)

Quality 78
PAR 7.1%

Royce Low-Priced Stock (RYLPX)

Quality 42
PAR 13.4%

Royce Low-Priced Stock (RLPIX)

Quality 42
PAR 13.6%