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Manifest (90.55)

January 2013



Coming Off The Top Rope! MCD vs. CMG

January 24, 2013 – Comments (0) | RELATED TICKERS: MCD , CMG , PNRA.DL

Years ago, I'd spend Thursday nights with BOTH of my grandmothers watching Verne Gagne, The Crusher and All-Star Wrestling. Go ahead. Try and explain it. No matter -- the living room rumbles were rare. Tonight's cage match includes McDonald's (MCD) and Chipotle (CMG) ... Panera Bread (PNRA) and Starbucks (SBUX) come over the top rope to keep things interesting.  [more]



Seen the Remote? Universal Electronics (UEIC)

January 23, 2013 – Comments (0) | RELATED TICKERS: UEIC

I've added UEIC to my CAPS collection based on a return forecast of 16% based on a 10% sales growth forecast, 5% net margin and projected average P/E of 18x.



Walking Main Street

January 03, 2013 – Comments (0) | RELATED TICKERS: MSFT , CTSH , AFL

It's anything but a random walk as we celebrate the year-in and year-out success of a number of stockpickers. We lead off with Eddy Elfenbein and his blog where his annual buy list has outperformed the S&P 500 for six years running. How many mutual funds can say that?  Zilch. Nada. Zippo.    [more]

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