Article Results:
[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.
[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?”
[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.
[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.
[Nov 01, 2013] Fund Analysis: Hoard vs. Herds, by Mark Robertson
Lump Sum Gone Naked
[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.
[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.
[Apr 01, 2012] Schlumberger, by Mark Robertson
With a low total return forecast of 17%, a PAR at least in the high teens ... SLB is approximately 32% off the highs achieved during 2011.
[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.
[Nov 01, 2008] Vipers Vanguard Technology, by Cy Lynch
VGT's high overall quality, strong relative growth expectations and low costs, lead us to believe this is a great time to consider adding or accumulating VGT.
[Jul 01, 2013] Disciplined Fishing (Continued), by Mark Robertson
In last month’s cover story, we shared a screening discipline used by Hugh McManus that enforces a routine of identifying stocks hovering near a selected low price.
[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, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Bed Bath & Beyond, Medtronic, Oracle and Williams-Sonoma.
[Oct 01, 2006] Sweet 16, by Mark Robertson
The highest rated companies are Medtronic, Microsoft, Walgreen 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..
[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.
[May 01, 2005] Tin Cup Model Portfolio, by Mark Robertson
This month we introduce the "Tin Cup" model portfolio.
[Oct 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's.
[Feb 01, 2008] The Shadow of Success, by Mark Robertson
You can't have a shadow without a little sunshine.
[Apr 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Linear Technology, Cogent, Oracle and eBay.
[May 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Staples, Best Buy and Oracle.
[Jun 01, 2007] Sweet 16, by Mark Robertson
The highest-rated companies are Varian Medical, Select Comfort, Staples and Walgreen.
[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. .
[Nov 01, 2011] Your Lifetime Dance Punchcard, by Mark Robertson
We seek promising study candidates from each weekly update of Value Line and search for lessons and stories to share. We also use that collective second opinon based VL’s low total return forecast as a backup barometer to MIPAR.
[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.
[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, 2020] Tin Cup Demonstration Portfolio (September 2020), by Mark Robertson
Breaking Breathtaking. Tin Cup surged to $2,760,485 following a nosebleed-inducing climb from the March lows. The rate of return since inception is now 14.1%. Trim Booking (BKNG) and buy British American Tobacco (BTI).
[Jan 01, 2014] Otters on Wall Street, by Mark Robertson
With the low total return forecast currently at 3%, caution is warranted. We don’t know when the next correction will happen or how big it will be. We know it will happen.
[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..
[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.
[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..
[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, 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 30, 2005] Manifest Top 40, by Mark Robertson
A list of the most widely-followed companies from 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.
[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.
[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 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.
Forum Post Results:
Added to EBAY New positions in SBUX, EXBD and BFAM
· by
Janice Low
·
04/30/2007 11:20 AM
·
Decisions Manifest
I read the other day that Mark had given me a promotion. I am no longer a Lurker but a ‘Hardcore Lurker’. Guess I better acknowledge what lurking...
Lowes (LOW)
· by
Dan Hess
·
01/30/2006 10:23 AM
·
Stocks
On the HD thread Bill asked about Lowes. I am attaching my LOW SSG in response to Bill’s request. Dan Hess
Lowes (LOW)
· by
Dan Hess
·
01/30/2006 11:38 AM
·
Stocks
Since the SDF for Lowes I attached can not be used by TK 4 I have added the SSG file as an attachment. Dan Hess
Lowes (LOW)
· by
Mark Robertson
·
01/30/2006 05:44 PM
·
Stocks
Dan, I just wanted to point out that Tony Stewart (HD) is featured on the cover of USA Today’s NASCAR Journal on the newstands. :) Best wishes and...
Lowes (LOW)
· by
Dan Hess
·
01/30/2006 06:04 PM
·
Stocks
Mark > I just wanted to point out that Tony Stewart (HD) is featured on the cover of USA Today’s NASCAR Journal on the newstands. Great news!...
LOW
· by
Chuck Burford
·
09/19/2008 01:30 PM
·
Decisions Manifest
Bought alot of LOW’s
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...
Spanking for Lowes (LOW)
· by
Mark R. Johnson
·
11/19/2007 04:19 PM
·
Stocks
Today’s news is the quarterly earnings for Lowes. Actual 3Q EPS was 0.43 vs. 0.41 expected, and total sales rose 3.2% to 11.6 billion. On sales...
Spanking for Lowes (LOW)
· by
Dan Hess
·
11/19/2007 05:45 PM
·
Stocks
Mark J > Today’s news is the quarterly earnings for Lowes. Actual 3Q EPS was 0.43 vs. 0.41 expected, and total sales rose 3.2% to 11.6 billion....
LOW Insiders Selling
· by
Daniel Chisolm
·
05/22/2006 06:45 PM
·
Stocks
Last month when I look at LOW, insiders owned approx. 8%; when I review it today, I note that insiders now own 0.75%. I appreciate that there are...
LOW Insiders Selling
· by
Ted Brooks
·
05/23/2006 07:10 AM
·
Stocks
Where did you see these numbers? From my quick digging around, I note a significant discrepancy that looks like bad data....
LOW Insiders Selling
· by
Daniel Chisolm
·
05/23/2006 08:58 AM
·
Stocks
Ted, >>Where did you see these numbers? http://moneycentral.msn.com/investor/invsub/ownership/ownership.asp and Reuters. >>From my...
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...
MasterCard low PAR??
· by
Josh Martin
·
08/01/2010 11:24 PM
·
Stocks
Mark, MA is showing a PAR of 1.6, yet V is at 17.2. Not that two companies can’t have widely varying PARs, but they’ve generally been much closer...
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
·
Stocks
Update attached. Slight upgrade in projected profitability. Mark Robertson
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
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....
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...
Sold LOW FAST
· by
Larry Dix
·
02/19/2013 07:35 PM
·
Decisions Manifest
Sold Low and Fast today using TSL….. Mark is right.. Would have been better if I sold them outright…. Now looking for where to put the money… Larry...
Accumulate Lowes (LOW) and CVS/Caremark (CVS)
· by
Cy Lynch
·
10/09/2008 12:11 PM
·
Decisions Manifest
Accumulated LOW and CVS with portion of Home Depot (HD) sales proceeds.
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...
Bought LOW & HD today
· by
George Dean
·
08/03/2007 05:50 PM
·
Decisions Manifest
I bought HD at $36.04 and bought more LOW near $27.50. Maybe owning both is overkill but they are cheap. George
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
·
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…..:)...