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Article Results:

[Jul 01, 2014] T. Rowe Price, by Mark Robertson
During the June Round Table, Cy Lynch selected TROW, a long-time community favorite. We’ll do the same this month for Solomon Select.

[Nov 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price

[Feb 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price (TROW)

[Jul 01, 2014] Sweet 16, by Mark Robertson
Finding Fundamentals First

[Nov 01, 2014] Sweet 16, by Mark Robertson
Second Opinions & Opportunity Shopping

[Oct 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Sell Pepsi and Cisco Systems. Buy Google, T. Rowe Price and Fresh Market

[Dec 01, 2014] Sweet 16, by Mark Robertson
Shopping in the Community Favorites Aisle

[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.

[Dec 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Google (GOOG)

[Jul 01, 2014] Hoard vs. Herds, by Mark Robertson
Accumulate Fidelity Select IT

[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.

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Forum Post Results:

TROW · by Diane Moore · 04/05/2018 10:49 AM · Support & Suggestions
Thank you, Mark and Company!

TROW · by Jim Erickson · 03/31/2018 03:01 PM · Support & Suggestions
Mi shows a 3/29 closing price of about 51 versus actual price of about 107. I’m not aware of any splits, etc. Please correct

TROW · by Richard Moore · 09/12/2014 09:08 PM · Decisions Manifest
Bought TROW yesterday

Bought TROW · by Anne Manning · 09/22/2014 04:13 PM · Decisions Manifest
Bought TROW. Need some diversification.

This Week at MANIFEST (5/13/2016) · by Mark Robertson · 05/09/2016 07:52 AM · General Discussion
This Week at MANIFEST (5/13/2016) “Science and technology revolutionize our lives, but memory, tradition and myth frame our response.” – Arthur...

T. Rowe Price (TROW) · by Mark Robertson · 04/30/2015 11:44 PM · Stocks
T. Rowe Price (TROW)

T. Rowe Price (TROW) · by Mark Robertson · 10/14/2023 09:36 PM · Stocks
Equity Analysis (TROW) Value Line Open (10/20/2023) T. Rowe Price is doing a good job weathering a challenging market environment. At the close of...

T. Rowe Price (TROW) · by Mark Robertson · 01/14/2024 11:17 AM · Stocks
Equity Analysis (TROW) Value Line Close (1/19/2024) This stock may appeal to income investors. The good-quality issue offers a nearly 5% dividend...

T. Rowe Price (TROW) · by Mark Robertson · 07/14/2024 10:04 AM · Stocks
Equity Analysis (TROW) Value Line Close (7/19/2024) These shares are neutrally ranked for Timeliness. Investors may still have concerns about the...

T. Rowe Price (TROW) · by Mark Robertson · 10/12/2024 12:02 PM · Stocks
Equity Analysis (TROW) Value Line Close (10/18/2024) The stock has been trading in a sideways range for some time. But we think business is...

T. Rowe Price (TROW) · by Mark Robertson · 01/11/2025 02:06 PM · Stocks
Equity Analysis (TROW) Value Line Close (1/17/2025) These shares have marched higher since our October report. The improvement likely reflects the...

T. Rowe Price (TROW) · by Mark Robertson · 04/12/2025 02:05 PM · Stocks
Equity Analysis (TROW) Value Line Close (4/18/2025) These shares have some appeal. Clearly, the 6.3% dividend yield is an attractive feature. The...

This Week at MANIFEST (8/7/2020) · by Mark Robertson · 07/31/2020 06:08 PM · General Discussion
“It is a capital mistake to theorize before one has data. Insensibly, one begins to twist facts to suit theories, instead of theories to suit...

This Week at MANIFEST (2/5/2021) · by Mark Robertson · 01/29/2021 07:33 PM · General Discussion
“You’re not gonna break the hedge funds. They’ve already adjusted. You’re just breaking the pricing mechanism for stocks. Fundamental analysis in...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 07/12/2006 04:58 AM · Stocks
Since TROW is fairly widely-held, this is a reminder to adjust the share amounts (double them) for any dashboards containing TROW for the recent...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/15/2006 10:47 PM · Stocks
Mark, Any thoughts on TROW? Your PAR is at 5.2%. TROW is a long term holding for me with an annualized return over 18%. I consider it a strong...

Sell T. Rowe Price (TROW)? · by Diane Graese · 10/16/2006 12:52 AM · Stocks
Hi Nancy, I’m not Mark and I’m not a TROW shareholder but I will offer some thoughts. First, I’m not unsympathetic to the tax situation. But let me...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/16/2006 02:58 PM · Stocks
> Is it better to hang on longer term so as to not pay the taxes or better to pay the taxes and not suffer through the decline (or period of...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/16/2006 03:08 PM · Stocks
> I don’t have a viable replacement in mind.< You can’t find any appropriate high quality stocks at MI.com with significantly better than...

Sell T. Rowe Price (TROW)? · by Dan Hess · 10/16/2006 03:54 PM · Stocks
> I don’t have a viable replacement in mind.< >You can’t find any appropriate high quality stocks at MI.com with significantly better...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/16/2006 05:35 PM · Stocks
Nancy, What’s your cost basis in TROW? I’d like to run a quick analysis (demonstrating portfolio-centered decisions) that will probably illustrate...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/16/2006 05:56 PM · Stocks
$19.42

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/16/2006 10:27 PM · Stocks
Nancy, I put the assumptions below into my “Cost to Switch” spreadsheet (...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/16/2006 11:53 PM · Stocks
Diane, >>I’ll suggest that TROW is a quality company that may be experiencing some price exhuberance. In looking at a price chart, it is near...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 12:03 AM · Stocks
Jim, >>How about SLM, MS, FITB or WFC to name a few of the possibilities in the Financials sector that show up in the MI.com StockSearch...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 12:31 AM · Stocks
Jim and Dan, I can’t figure out your spreadsheet, but I did play around with the TK challenge screen and you’ve made your point. I challenged TROW...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/17/2006 12:35 AM · Stocks
Nancy, > The price per share is 47.62. My basis in the taxable account is 20.030. So I have to pay tax on 27.59 per share. Figuring 15% that’s...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/17/2006 12:43 AM · Stocks
> I can’t figure out your spreadsheet, but I did play around with the TK challenge screen and you’ve made your point.< As long as you’re...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 12:46 AM · Stocks
>>As long as you’re using TK v5.1.3, the challenger does the same thing as my spreadsheet.<< I am. Thanks. Nancy

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 12:57 AM · Stocks
By “break even” you seem to be asking at what lower price would the after-tax proceeds of selling be sufficient to buy back the same number of...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/17/2006 01:32 AM · Stocks
> Do you have an opinion about selling it now or waiting for the first of the year? It’s been mentioned that the fund managers tend to sell...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/17/2006 10:58 AM · Stocks
OK, Nancy’s provided a little more detail … so let’s take run at this. The question is, should Nancy sell TROW after the recent price surge that...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/17/2006 11:17 AM · Stocks
The portfolio is already well-represented in Healthcare (39.7% of total assets) and Discretionary (32.6%) so I’d avoid accumulating any holdings...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/17/2006 11:41 AM · Stocks
So the next question might be, “Is 12.9% overall portfolio PAR enough?” Answer: That depends. It depends on what the money is for … and WHEN. I...

Sell T. Rowe Price (TROW)? · by Etana Finkler · 10/17/2006 11:58 AM · Stocks
Great topic… Poor us that have finally a stock where the price has gone up so much we have tax and sell decisions! I’d like to include FDS , and...

Sell T. Rowe Price (TROW)? · by Diane Graese · 10/17/2006 12:28 PM · Stocks
<> Ah a cry over spilt milk. It shouldn’t be about what you sold but rather what happened with the money you invested. Yeh, I watched Cisco...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 01:34 PM · Stocks
>>That assumes, of course, that the alternative investment you move on to actually produces a better future return than what you’d get from...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 01:46 PM · Stocks
>>Ah a cry over spilt milk.<< Yep. Not my style usually but I must admit the Kimco decision has been aggravating. What’s odd is that...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 02:01 PM · Stocks
Mark, >>Nancy’s cost basis in TROW is $19.42 and the holding accounts for 2.6% of total assets. The public dashboard is available at NAIC...

Sell T. Rowe Price (TROW)? · by Richard Wardzala · 10/17/2006 02:50 PM · Stocks
Mark: Can you do the math on this example please? What is (^) and how to use it? Also (1/5) then you have a -1. Can you do this whole problem for...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 05:44 PM · Stocks
Mark, >>So the next question might be, “Is 12.9% overall portfolio PAR enough?” It depends on what the money is for … and WHEN.<<...

Sell T. Rowe Price (TROW)? · by Nancy Isaacs · 10/17/2006 05:53 PM · Stocks
Etans, I’m anxious to hear Mark’s response. If my portfolio showed an average 15.2% PAR, my reaction would be to leave FDS alone.

Sell T. Rowe Price (TROW)? · by Belinda Charpentier · 10/17/2006 09:42 PM · Stocks
My overall port has a PAR of 15.6 and I’m not going to sell FDS until the price goes a little higher. I believe it has a little more bounce. It has...

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/18/2006 02:59 AM · Stocks
Mark, > The overall portfolio PAR is 12.5%, so our $140,000 (rounding up $1) is forecasted to attain a value of $252,285 five years from now....

Sell T. Rowe Price (TROW)? · by Jim Thomas · 10/18/2006 03:22 AM · Stocks
Mark, What happened to the analysis of “break-even” vs. taking no action? The original portfolio had a PAR of 12.5% and the new portfolio has a PAR...

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/18/2006 09:21 AM · Stocks
>With change in #shares, the PAR has been reduced to 12.4%, total value = 143,596. Close enough to stick with your analysis? Yes, close enough....

Sell T. Rowe Price (TROW)? · by Mark Robertson · 10/18/2006 09:26 AM · Stocks
Selling a security creates a taxable event. You’re right, the liability is created by the gain and the thinking on unrealized is appropriate. And...