Article Results:
[Nov 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price
[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.
[Feb 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate T. Rowe Price (TROW)
[Oct 01, 2014] Tin Cup Model Portfolio, by Mark Robertson
Sell Pepsi and Cisco Systems. Buy Google, T. Rowe Price and Fresh Market
[Jul 01, 2014] Sweet 16, by Mark Robertson
Finding Fundamentals First
[Nov 01, 2014] Sweet 16, by Mark Robertson
Second Opinions & Opportunity Shopping
[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.
[Dec 01, 2014] Sweet 16, by Mark Robertson
Shopping in the Community Favorites Aisle
[Aug 01, 2006] T. Rowe Price Science & Technology, by Cy Lynch
This fund's focus on large, industry leading companies makes it a high quality candidate for portfolios able to tolerate increased volatility.
[Dec 01, 2005] T. Rowe Price Science & Technology, by Mark Robertson
PRSCX is in solid position to continue to narrow the performance deficit and shine in days ahead..
[Jun 01, 2012] T. Rowe Price Science & Technology, by Mark Robertson
PRSCX may be stagnant for a few months and we’ll continue to accumulate if the fundamentals remain intact.
[Jul 01, 2009] T. Rowe Price Health & Science, by Cy Lynch
PRHSX is an actively managed fund concentrating on health related companies. It provides a solid quality portfolio selected by management with an excellent track record.
[Sep 01, 2006] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology tops the list this month..
[Oct 01, 2006] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology tops the list this month.
[Nov 01, 2006] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology tops the list this month.
[Jan 01, 2007] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology tops the list this month.
[Feb 01, 2007] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology tops the list this month.
[Jan 01, 2006] Mutual Fund Manifest, by Mark Robertson
T. Rowe Price Science & Technology continues to lead our mutual fund list.
[Sep 01, 2012] Vanguard Technology, by Cy Lynch
Among current Hoard holdings, VGT’s current PAR of 15.1% trails only that of T. Rowe Price Science & Technology.
[Nov 10, 2017] Best Sources For Small Company Ideas, by Mark Robertson
We turn to the best long term performers among small company funds for sources of ideas ... the current leader board includes PRIMECAP Odyssey Aggressive Growth, T. Rowe Price New Horizons and Brown Capital Small Company.
[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.
[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.
[Oct 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate more shares of this month's Solomon Selection, Microsoft.
[Nov 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Accumulate more shares of last month's Solomon Selection, MSFT.
[Jul 01, 2010] Sweet 16, by Mark Robertson
A healthy defense suggestion.
[Dec 01, 2018] Harvesting The January Effect, by Mark Robertson
As we've suggested before, the January Effect is real and starts in September and/or October. This anecdotal look at Invesco S&P SmallCap 600 Growth reveals the period of opportunity created by tax-related selling and its impact on smaller companies.
[Feb 01, 2016] Biogen, by Mark Robertson
The biotech industry has been hammered over the last several months. Among the carnage, BIIB.
[Apr 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are UnitedHealth Group, Buffalo Wild Wings and FactSet Research.
[Jun 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Bed Bath & Beyond.
[May 01, 2012] Hoard vs. Herds, by Cy Lynch
Buy Price Science & Technology (PRSCX)
[Apr 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
Sell Wendy's, Buy Wrigley & Microsoft.
[Sep 01, 2006] Tin Cup Model Portfolio, by Mark Robertson
The monthly contribution was used to accumulate more shares of Microsoft.
[Oct 01, 2006] Capping Stocks, by Mark Robertson
Tracking Solomon and the Fool's CAPS.
[Nov 01, 2006] Darn Yankees, by Mark Robertson
Selling decisions and Solomon Select stocks.
[May 01, 2012] Portfolio Recovery, by Mark Robertson
PRAA is a full-service provider of outsourced receivables management.
[Jul 01, 2012] Gildan Activewear, by Mark Robertson
GIL is a vertically-integrated manufacturer of basic, frequently-replenished, nonfashion apparel.
[Mar 01, 2011] The Investor's Speech, by Mark Robertson
Why should you attend an event in Minneapolis or Chicago or Ann Arbor or Cincinnati in person.
[Sep 01, 2017] Sweet 16: Top Percentile Based on Quality and Long-Term Forecast, by Mark Robertson
Best returns and best quality? Take the top one percent of all covered stocks and blend in favorable outlooks for the next year. The featured stocks include Five Below (FIVE), General Electric (GE), Charles Schwab (SCHW), Akamai Technologies (AKAM) and Alliance Data Systems (ADS).
[Jul 01, 2015] Tin Cup Model Portfolio, by Mark Robertson
Accumulate Qualcomm
[Sep 01, 2015] Skyworks Solutions, by Mark Robertson
Ken Kavula stole the show during our recent Round Table with his nomination of SWKS, a specialty semiconductor company.
[Sep 01, 2007] Tin Cup Model Portfolio, by Mark Robertson
Accumulate CVS Caremark (CVS).
[Dec 01, 2016] Tin Cup Model Portfolio , by Mark Robertson
Accumulate Cognizant Technology (CTSH)
[Dec 01, 2006] Mutual Fund Manifest, by Mark Robertson
Fidelity Growth & Income tops the list this month.
[Dec 01, 2006] Our Closet of Chronicles, by Mark Robertson
Chronicles deliver a welcome reinforcement of the methods championed by George Nicholson.
[Mar 01, 2007] Mutual Fund Manifest, by Mark Robertson
RS Small Cap Core A leads the list this month.
[Apr 01, 2015] Things That Matter: Staying Foolish, by Mark Robertson
It’s been ten years since we featured David Gardner’s speech on “Once Upon A Time in the Land of Investing” on these pages. April is their turf and the month should be a celebration of thoughtful investing.
[Feb 01, 2008] Mutual Fund Manifest, by Mark Robertson
Fidelity Select Technology leads the list for February.
Forum Post Results:
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...
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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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...
Sell T. Rowe Price (TROW)?
· by
Mark Robertson
·
10/18/2006 10:14 AM
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Stocks
>Lamborghini aside You cut me deep, Nancy. You cut me deep. >… the money is there to support my financial needs over and above social...
Sell T. Rowe Price (TROW)?
· by
Mark Robertson
·
10/18/2006 10:43 AM
·
Stocks
Richard, >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...
Sell T. Rowe Price (TROW)?
· by
Jim Thomas
·
10/18/2006 11:08 AM
·
Stocks
> Selling TROW creates a taxable event that has an impact.< Actually, from an after-tax portfolio management point of view, the taxable...
Sell T. Rowe Price (TROW)?
· by
Mark Robertson
·
10/18/2006 11:39 AM
·
Stocks
>15.6% isn’t enough to buy your car either. Both the $288,000 and $139,679 figures are before taxes. Rats! You sure know how to rain on a...
Sell T. Rowe Price (TROW)?
· by
Dan Hess
·
10/18/2006 11:57 AM
·
Stocks
Mark >Understood. I was deciding as if it were MY Lamborghini fund.I am not reluctant to add companies that are a “little yellow” particularly...
Sell T. Rowe Price (TROW)?
· by
William Finney
·
10/18/2006 01:48 PM
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Stocks
>Sometime there are other considerations. For example I own a number of banks stocks (big dollars) outside of this portfolio….. stocks that I...
Sell T. Rowe Price (TROW)?
· by
Nancy Isaacs
·
10/18/2006 02:55 PM
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Stocks
Mark, >>What’s your thought about just selling TROW – sock it away temporarily and then make the purchase decision separately?<<...
Sell T. Rowe Price (TROW)?
· by
Ted Brooks
·
10/21/2006 10:33 AM
·
Stocks
Hi Nancy - I haven’t participated in stock-specific discussions (I don’t think), am showing up late to the party, and bringing very little that...
Sell T. Rowe Price (TROW)?
· by
Nancy Isaacs
·
10/21/2006 04:57 PM
·
Stocks
Ted, >>So, my somewhat personal question is: is point and figure – or other forms of technical analysis – a factor in when you decide to sell...
Sell T. Rowe Price (TROW)?
· by
Ted Brooks
·
10/21/2006 07:29 PM
·
Stocks
>>So, my somewhat personal question is: is point and figure – or other forms of technical analysis – a factor in when you decide to sell a...
Sell T. Rowe Price (TROW)?
· by
Nancy Isaacs
·
10/21/2006 11:31 PM
·
Stocks
Ted, >>In many ways, holding these soaring stocks felt a little like a real-life version of the famous “game of chicken” scene in James Dean’...
Sell T. Rowe Price (TROW)?
· by
Christopher Hodgkin
·
10/22/2006 08:38 PM
·
Stocks
When I come across a case like this, I keep reminding myself “nobody ever went broke taking profits.” This is the time for a stock challenge. If...
Sell T. Rowe Price (TROW)?
· by
Christopher Hodgkin
·
10/23/2006 12:01 AM
·
Stocks
A few months ago our club looked at all the stocks we had sold to see what lessons we might learn. It turned out that all the stocks we sold except...