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Article Results:

[May 01, 2016] Under Armour, by Mark Robertson
UA remains an excellent long-term holding — and a great buy now.

[Jun 01, 2017] Tin Cup Model Portfolio, by Mark Robertson
May continued to be a solid month for Tin Cup, gaining +1.40% and bringing the 5-year trailing rate of return to 11.6%. Decisions: Accumulate Polaris (PII), but Sell Cerner (CERN) and replace with Under Armour (UAA) to restore overall portfolio PAR to 11.4%.

[May 01, 2014] Victory By Escape Velocity?, by Mark Robertson
What would it take to capture lightning in a bottle and identify companies that could deliver leadership returns?

[Jan 01, 2018] Tin Cup Demonstration Portfolio (January 2018), by Mark Robertson
Tin Cup delivered a total return of 29.4% in 2017. As total assets approach $2,000,000 at year-end, the portfolio-centered discipline sells Microsoft and Under Armour -- and adds Priceline to the demonstration dashboard.

[Jun 01, 2008] Sweet 16, by Mark Robertson
The highest-rated companies are Urban Outfitters, Starbucks and Lowe's .

[May 01, 2016] Floating Back To Our Ivory Screen, by Mark Robertson
Simply put, the best companies (quality) that are potentially “on sale” (return forecast) as the ones that should merit further attention.

[Dec 07, 2016] bivio Index: Most Widely-Held Stocks, by Mark Robertson
Our friends at bivio continuously publishes and maintains a list of the most widely-held stocks among club portfolios, known as the bivio Index

[Sep 01, 2017] Tin Cup Model Portfolio (September 2017), by Mark Robertson
Another solid month for Tin Cup as August performance outpaced the Wilshire 5000. Since inception (1994), the rate of return is 13.9% versus 7.0% for the total stock market.

[Nov 01, 2017] Tin Cup Model Portfolio (November 2017), by Mark Robertson
The rate of return for Tin Cup (since inception in 1995) is now 14.2%, beating matching investments in the Wilshire 5000 by +6.9 percentage points. This month we accumulate Gentex (GNTX).

[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).

[Nov 01, 2012] Headwaters, by Mark Robertson
We’re doing something VERY different this month with a vote against Headwaters (HW).

[Mar 01, 2014] March Madness: Mutual Funds, by Mark Robertson
when looking at the listing of funds covered by Manifest Investing, the number of entries in the sweet spot is sparse, and that's being really diplomatic.

[Nov 06, 2017] Cambrex (CBM), by Mark Robertson
Cambrex (CBM) is the #1 company in our Best Small Companies for 2018. The pharmaceutical development supplier is a world class company depended on by the likes of Gilead Sciences, et al.

[Aug 01, 2018] Coherent (COHR), by Ken Kavula
Ken Kavula selected Coherent (COHR) during the July Round Table. The company appeared in his Ivory Soap screen, the Better Investing SSGPlus Small/Value Companies and the Value Line screening tools.

[Dec 01, 2014] Quality Effort: Tribute to Arnold Bernhard, by Mark Robertson
The field of stock evaluation is a worthy challenge ... and an exciting adventure.

[Jul 27, 2005] Quality - Excellence Measured, by Mark Robertson
The quest of investors has always been a search for effective investment opportunities. At Manifest Investing, we believe that the search is for excellent companies at sufficiently-high projected annual rates of return.

[Sep 01, 2011] Confounded By Cycles?, by Mark Robertson
With opinion-centered, 24 hour news every day we might just require some primal scream therapy.

[Feb 07, 2006] Adding Prospects to NetSuite, by Mark Robertson
Features for February 2006

[Jan 01, 1999] Captured By The Game, by Mark Robertson
Regarding rampant speculation.

[Oct 31, 2016] LGI Homes, by Ken Kavula
LGIH is one of the nation’s fastest growing homebuilders. It was founded in 2003 in Texas and has been profitable every year since delivering over 11,000 homes.

[Jul 01, 2010] Potholes, Pitchforks & Perspective, by Mark Robertson
As the first half of 2010 comes to a close and the gains of January-March were obliterated by the worst quarter since who-knows-when, many subscribers have emailed to ask what we think the future holds for investing in the stock market.

[Dec 11, 2007] Manifest Top 40, by Mark Robertson
The three top performers in the MANIFEST TOP 40 since inception are FactSet Research, Danaher and Cisco Systems.

[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, 2015] Dawns of Awakening Redux, by Mark Robertson
Dawn begins with the first sight of lightness in the morning, and continues until the Sun breaks the horizon. "Dawn" derives from the Old English verb dagian, "to become day". It is a time for discovery, awakening and preparing for challenges and opportunities and sharing the lessons of nearly eight decades of "Investing Better. Together."

[Jun 01, 2006] Unlocking The EPS Stability Code, by Mark Robertson
In\r\nthis issue, we take a closer look a key component of quality and examine what actually happens during bear markets and recessions.

[Feb 14, 2010] Investing Better: Our Band of Groundhogs, by Mark Robertson
Features for February 2010

[Apr 01, 2010] Time-Honored Path to Success (Part 2), by Mark Robertson
This month, we continue our closer look at what we do, why and how we do it, and why our approach to investing works.

[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.

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

[Mar 01, 2024] Gentex (GNTX), by Mark Robertson
You’ll find Gentex (GNTX) in any number of portfolios from Tin Cup to Buttonwood to a multi-time selection for the Round Table. We encourage an appropriate balance of focus on the rear view mirror while using your brights for the windshield view.

[Sep 01, 2005] Federated Capital Appreciation, by Mark Robertson
FEDEX appears to have the potential to return to its favorable historical performance when it ranked in the top decile of all large-cap growth funds.

[Jan 01, 2007] Summing Our Financial Strength, by Mark Robertson
A company can't be best-of-breed without a high relative financial strength.

[Apr 01, 2005] White Oak Select Growth, by Mark Robertson
The list was culled for mutual funds with the following characteristics: Projected Annual Return greater than the total stock market and a quality rating greater than 65. The result is White Oak Growth (WOGSX).

[May 01, 2005] Fidelity Blue Chip Growth, by Mark Robertson
This fund is probably a poster child for truth-in-advertising.

[Jun 01, 2005] Fidelity Dividend Growth, by Mark Robertson
For the second consecutive month, we feature a Fidelity fund as the mutual selection for study.

[Aug 01, 2005] Thompson Plumb Growth, by Mark Robertson
Thompson Plumb Growth is among a group of long-term performance leaders featured this month.

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

[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.

[Jun 03, 2005] Eating Crow, by Mark Robertson
Dan's back with some questions and a rather generous helping of "crow" .

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Forum Post Results:

Solomon Select: Under Armour (UA) -- May 2016 · by Mark Robertson · 06/02/2016 10:20 AM · Stocks
Solomon Select: May 2016 Under Armour (UA) Under Armour markets athletic apparel, footwear and gear and also owns a collection of assets in...

Solomon Select: Under Armour (UA) -- May 2016 · by Mark Robertson · 06/03/2016 10:39 AM · Stocks
P.S. What Are The Differences in Share Classes? This Motley Fool article covers the differences between the share classes. In essence, founder and...

Solomon Select: Under Armour (UA) -- May 2016 · by Mark Robertson · 06/03/2016 10:10 AM · Stocks
At the 2016 Better Investing National Convention, Mark Robertson selected Under Armour (UA) during the opening Let’s Talk Stocks panel with his...

Solomon Select: Under Armour (UA) -- May 2016 · by Diane Moore · 06/03/2016 10:24 AM · Stocks
And speaking of Under Armor, perhaps now would be a great time to adjust the Groundhog dashboards… I don’t mean to nag… Yes I do… D.

Under Armour Inc. (UA) Split? · by Diane Moore · 04/11/2016 11:21 AM · Stocks
Ah…here it is: No, Under Armour Shares Are Not Down 50% Today 10:46 am ET April 8, 2016 (Benzinga) Under Armour Inc (NYSE: UA) shares appear as if...

Under Armour (UA) · by Dave Adams · 08/18/2006 07:08 AM · Stocks
Alrighty… I have asked several questions on 1-club-list already and have gathered a ton of information through you guys… All of you rock! I wanted...

Under Armour (UA) · by Mark Robertson · 08/18/2006 07:15 AM · Stocks
Dave, I think Under Armour (UA) is a very promising company. In fact, with a junior in high school playing for our varsity football team — you...

Under Armour (UA) · by Jerry Van Hulle · 04/05/2011 07:33 PM · Stocks
Does anyone have an idea of how high Under Armour (UA) might go? It is today priced at 74.36 with a P.E. of 57. This company must be selling gold...

Under Armour (UA) · by Mark Robertson · 03/14/2024 09:32 AM · Stocks
Under Armour said on Wednesday that its CEO, Stephanie Linnartz, is leaving her job after just over a year. Kevin Plank, who started Under Armour,...

Solomon Select: Under Armour (UA) -- May 2016 · by Mark Robertson · 01/10/2017 02:27 PM · Stocks
Under Armour (UA) shuffled the decks again during December: Under Armour now has two publicly traded classes of common stock on the New York Stock...

Under Armour (UA & UAA) · by Mark R. Johnson · 03/01/2017 09:09 AM · Stocks
I see finally that UA growth and PE estimates have been slashed. The effect is that at today’s prices, the PAR is 15%. While that sounds not too...

StockWatch: Under Armour (UA) · by Mark Robertson · 04/15/2008 12:28 PM · Stocks
As I stood on the sidelines shivering during last night’s high school lacrosse battle between Rochester Adams and Troy Athens, I was reminded to...

StockWatch: Under Armour (UA) · by Mark Robertson · 04/15/2008 12:38 PM · Stocks
Technical Analysis As shown here, the price has dropped rather dramatically from the potentially-overbought condition (RSI>70) some time around...

StockWatch: Under Armour (UA) · by Saul Seinberg · 04/15/2008 05:40 PM · Stocks
Mark, Your TA post and chart on UA says most of what’s pertinent about the technicals for this stock. The PnF chart is no better and, in fact,...

Under Armour (UA/UAA) · by Mark Robertson · 07/31/2019 11:26 AM · Stocks
I keep looking for a bottom — thinking this could be a solid turnaround situation. Thoughts? Under Armour’s North American Problem Hasn’t Gone Away...

Under Armour (UA/UAA) · by Mark Robertson · 07/31/2019 11:32 AM · Stocks
… and the 1-year chart, illustrating the GAP. If RSI hits 20, it might be worthy of speculation.

Under Armour (UA/UAA) · by Mark Robertson · 11/05/2019 11:54 AM · Stocks
Under Armour shares crater on accounting probe, cut to 2019 revenue outlook (CNBC via Morning Brew)

Under Armour (UA & UAA) · by Mark Robertson · 02/01/2017 05:56 PM · Stocks
When it rains … http://blogs.barrons.com/incomeinvesting/2017/02/01/sp-cuts-under-armours-credit-rating-to-junk-status/ Capital Structure: 29%...

Under Armour (UA & UAA) · by Ted Brooks · 02/12/2017 01:50 PM · Stocks
All this is very interesting, but there’s another piece of the puzzle that caught my attention:...

Under Armour (UA & UAA) · by Mark Robertson · 02/13/2017 01:06 PM · Stocks
The head cheerleader heard from … via www.benzinga.com...

Under Armour (UA & UAA) · by Mark Robertson · 03/02/2017 08:56 AM · Stocks
Yes, but I just bought some Under Armour shoes for tennis. The recovery is underway. [grin]

Under Armour (UA & UAA) · by Mark Robertson · 11/01/2017 09:24 AM · Stocks
Ouch. (But another bolstering moment for the Rule of Five selling discipline …) Under Armour (UA/UAA) is now down another 30-40%. Again. The news...

Under Armour (UA) PAR Fluctuations? · by Michael Gilman · 08/16/2008 07:36 PM · General Discussion
Hi, everyone. I’m a new member and first-time poster, so please forgive me if this is a stupid question. One of the stocks I had selected for study...

Under Armour (UA) PAR Fluctuations? · by Jim Thomas · 08/17/2008 03:14 PM · General Discussion
The main change in Under Armor (made on Friday or Saturday) was to reduce the forecast Net Margin by about 1/3rd from 8.8% to 5.9%. A big change...

Under Armour (UA) PAR Fluctuations? · by Mark Robertson · 08/18/2008 09:21 AM · General Discussion
Michael, I moved your post over to “General Discussion” so more people would see it and our answer that addresses situations where a course...

Under Armour (UA) PAR Fluctuations? · by Mark Robertson · 08/18/2008 09:25 AM · General Discussion
>I also don’t understand the $676 figure for latest sales. Looking at VL, it seems to be a Sept-June figure but I’d have expected it to be for...

Under Armour (UA) PAR Fluctuations? · by Etana Finkler · 08/18/2008 05:11 PM · General Discussion
I’ve been thinking about UA Under Armour for the past 3 years. When there were no earnings but the clothing was “innovative.” When the Fundamental...

Under Armour (UA) PAR Fluctuations? · by Jim Thomas · 08/19/2008 07:16 PM · General Discussion
So in this case you’re assuming a future EPS figure and deriving the margin level from that (rather than the other way around). Is that correct?...

Under Armour (UA) PAR Fluctuations? · by Mark Robertson · 08/19/2008 08:09 PM · General Discussion
Yes. Think of it as an implementation of the Preferred Procedure as a check-and-balance. Mark Robertson

Ticker Change: Under Armour (UA) · by Mark Robertson · 12/22/2006 03:22 PM · Stocks
Under Armour has switched from UARM to UA. Please note the change on any dashboards. Mark Robertson

Under Armour (UA) Sports Clothing · by Etana Finkler · 02/18/2008 12:54 PM · Stocks
What do you think about Under Armour (UA)? Just a fad, or what sets it apart from other sports clothing? The contractor fitness staff at my fitness...

Under Armour Inc. (UA) Split? · by Diane Moore · 04/11/2016 11:17 AM · Stocks
I believe UA has split 2-for-1…anyway I hope so. My Groundhog dashboard tanked over the weekend!

Solomon Select: Under Armour (UA) -- May 2016 · by Mark R. Johnson · 06/30/2016 10:50 PM · Stocks
Isn’t it weird that Manifest the site has future PE=48, while Mark Robertson uses 35 for his analysis? The lower number reduces the PAR...

Solomon Select: Under Armour (UA) -- May 2016 · by Mark Robertson · 07/01/2016 09:54 AM · Stocks
Not exactly. It’s the band of drooling analysts that is causing the situation as P/Es are getting ratcheted up. The P/Es from the band of droolers...

Under Armour (UA & UAA) · by Mark Robertson · 01/31/2017 12:54 PM · Stocks
Mark, Here’s a fairly compelling and comprehensive article from January 7, 2017 detailing the shoe environment and march of the short sellers....

Under Armour CEO voluntarily cuts his salary · by Christopher Johnson · 03/28/2009 07:37 PM · Stocks
Saw this and found it interesting http://www.baltimoresun.com/business/bal-bz.underarmour24mar24,0,4345146.story

Solomon Select (Feb 2017): Under Armour (UAA) · by Mark Robertson · 02/23/2017 01:10 PM · Stocks
Solomon Select (February 2017) Under Armour (UAA) Subscribers may remember our explorations and discussions inspired by Charles Carlson about the...

Solomon Select (Feb 2017): Under Armour (UAA) · by Mark Robertson · 02/23/2017 01:17 PM · Stocks
A Few Moments With Life Cycles, Courtesy of Nike (NKE) I’m not sure why I hadn’t done this yet. We did take a 20-year look at CSX (CSX) a while...

Solomon Select (Feb 2017): Under Armour (UAA) · by Mark Robertson · 02/23/2017 03:42 PM · Stocks
Update on Under Armour Under Armour (UAA): Update. Growth expectations have been slashed for 2017 and perhaps, 2018. The impact on 2017, 2018 and...

Solomon Select (Feb 2017): Under Armour (UAA) · by Mark Robertson · 03/07/2017 01:23 PM · Stocks
via Brian Sozzi http://realmoney.thestreet.com/articles/03/07/2017/3-reasons-why-nike-hot-and-under-armour-anything

Groundhog Leader Board: 1/18/2008 · by Carl Fisher · 01/29/2008 10:24 PM · General Discussion
Mark, Did you get Club YenoM’s Groundhog stock picks? I didn’t get an acknowledgment from you on my previous post. The picks are: IPG Photonics...

Under Armour (UA & UAA) · by Mark R. Johnson · 01/31/2017 10:39 AM · Stocks
People have seen UA stock fall out of bed today. Please counsel me on distilling the real meaning of this, for benefit of our XYZ club which bought...

Citigroup (C) · by Mark Robertson · 05/11/2011 08:41 AM · Stocks
Citigroup ( C ) had a 1-for-10 reverse split yesterday. The return for Citigroup and any funds or dashboards holding the company will be disrupted...

Bull Sessions (11/16/2021) · by Marie Frank · 11/16/2021 06:53 PM · General Discussion
UA past accounting issues. I don’t know if management has turned over sufficiently to trust them. My 2 cents Under Armour to Pay $9 Million to...

Fave Five (9/22/2017) · by Mark Robertson · 09/22/2017 02:19 PM · Stocks
Under Armour (UA) was sold from the Fave Five tracking portfolio. For the third time. We’re nothing if not stubborn. But the relative return has...