Manifest's Blog

Long Enough ... Time for Oracle (ORCL)

Manifest — Mon, 22 Apr 2013 11:32:28 GMT

Manifest Investing was featured in the Wall Street Journal Weekend Edition (MarketWatch) this past weekend as we explore the reliability of Value Line and long-term perspectives. We included Oracle (RCL) as an example of a company with strong characteristics and potential right now. http://www.marketwatch.com/sto...

Our 40 Most Widely-Followed Stocks

Manifest — Fri, 05 Apr 2013 17:35:58 GMT

I culled Infosys Tech (INFY) from the 40 most widely-followed stocks by our community of long-term investors. This collective consensus has outperformed the general stock market by +3.0% (300 bps) annualized over the last 7 1/2 years led by AAPL, PRAA, CTSH and FAST. For more on the 40 and the track record along with a dashboard chock full of analysis results and opportunity, see:

Our analysis and update of Cisco Systems -- one of my Caps selections: http://expectingalpha.com/2013/03/24/cisco-systems-csco-watch-wonder-wait/

Triple Play Screening

Manifest — Tue, 19 Mar 2013 11:49:03 GMT

One of our favorite and historically most-reliable screens includes a hunt for the following:

(1) High return forecast with

(2) potential for P/E expansion and

(3) margin enhancement.

The Triple Play generates the best opportunities during the late stages of a bear market, but it's always worthy of s...

Groundhog Bandwagon

Manifest — Fri, 08 Feb 2013 11:03:57 GMT

At Manifest Investing, we celebrate our national holiday (Groundhog Day) with a stock picking contest. In our 7th year of the Groundhog Challenge, we like to keep tabs on the consensus favorites. Our top 21 community favorites are listed here:

http://expectingalpha.com/2013/02/07/contes...

Coming Off The Top Rope! MCD vs. CMG

Manifest — Thu, 24 Jan 2013 20:08:57 GMT

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.

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. http://expectingalpha.com/2013/01/23/seen-the-remote-universal-electronics-ueic/

Walking Main Street

Manifest — Thu, 03 Jan 2013 18:17:38 GMT

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 www.crossingwallstreet.com 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.

We...

Small Company Ideas

Manifest — Wed, 28 Nov 2012 11:34:22 GMT

Forbes releases its Best Small Companies list every year around Halloween. It's a trove of investing ideas and we share some of the favorites (after separating some chaff from the wheat) here: http://expectingalpha.wordpress.com/2012/11/01/the-difference-between-tricks-treats/

...

Celebrating Invest Better Day

Manifest — Fri, 28 Sep 2012 11:44:51 GMT

It's worth a nod to the power and potential of long-term investing communities. In celebration of this past week's Motley Fool Invest Better Day, here are some sage thoughts from Tom and David back in 1998 about investing communities:

Welcome to My FacePlant Weekend

Manifest — Thu, 24 May 2012 14:10:21 GMT

http://eepurl.com/l4TSL

This week's update took a look at the bloodied waters swirling around the Facebook IPO, includes a confession that Facebook is now part of our family, shares my episode featuring a full frontal face plant in the backyard and highlights Masimo (MASI) and St. Jude Medical (STJ)...

Heeding Mom, Choosing Wisely

Manifest — Sat, 12 May 2012 12:23:04 GMT

... and performing better in the long run. This week's message featured a Mother's Day tribute via the work of Dr. Sheena Iyengar of Columbia. Fun. http://eepurl.com/lKN21

Is 2012 AAPL The New 1999 QCOM?

Manifest — Tue, 24 Apr 2012 07:40:49 GMT

Nutshell version: Long-time long-term investors in Apple (AAPL) are well advised to consider the lessons of history and make sure they protect themselves. If you hold Apple without comprehending the institutional holding concentration and what that means with respect to sudden price impact, we urge you to take a closer look. If you hold Apple without understanding what a "death cross" is in the realm of technical analysis, ...

March of Some Mentors

Manifest — Tue, 03 Apr 2012 12:30:54 GMT

My responsibilities at Better Investing included the opportunity and privilege to correspond and spend time with some of the most exceptional investors in stock market history. From Peter Lynch to John Bogle and the likes of John Neff, the moments were treasured and the mission was a continuous focus/emphasis on deriving lessons that could be applied to our long-term perspective. The objective is simpl...

Les Bon Temps Roule

Manifest — Fri, 24 Feb 2012 08:06:45 GMT

Few holidays are more Foolish than Fat Tuesday on Bourbon Street. In celebration, we share our FREE weekly newsletter here and commit to making regular CAPS selections. At Manifest Investing, we've found that CAPS ratings are an important part of screening on sentiment and have embedded CAPS-based criteria in our StockSearch screening function.

As CAPS continues to mature ... (somewhere in the distance, I think I can hear David Gardner screaming, "They'll never take me alive! Mature? I shall never surrender!) ... I look forward to seeing how well my accuracy stacks up against the masses. Adhering to principles of investing promulgated by George Nicholson, David L. Babson and Benjamin Graham -- we believe that our community of investors at ManifestInvesting.co...