Round Table: Standing Room Only?

Queue Dozing?

If this persists, we may have to go to assigned seating for Pavilion seats at next year’s Round Table Awards?

Some of these long-term investors have camped out to save their place in the queue.

“Dude, if you’re gonna go with Southwest Airlines cattle car seating programs, we’re going to have to resort to this. But no worries, we do this all the time at places like Duke or Michigan State University.”

Yes, it’s true that Southwest Airlines (LUV) is in the running for one of the most prestigious categories on Saturday morning.

“No. We’re not cold. It’s not like we’re doing this in Michigan … or New York … or Wisconsin. This is a cyber event, Silly! Besides, word on the street is that Ken Kavula has been red hot with his Round Table picks lately. We want to know how hot.”

True. But you’ve got the pajamas optional part right. Attendees are welcome to drop in with a cup of coffee and don their favorite casual attire. There is no truth to the rumor that Kathy Griffin or Joan Rivers will be doing fashion commentary tomorrow. I wouldn’t rule out a few pushups by Jack Palance, particularly if he’s nudged by Billy Crystal or Ellen Degeneres.

There’s still room and long-term investors are welcome and invited to join us. Yes, you may bring your sleeping bag.

Date: Saturday — March 1, 2014
Time: 11 AM ET (but the red carpet festivities will start at 10:30 AM ET)
Register: https://www.gotomeeting.com/register/475449410

Walgreen (WAG)

Walgreen (WAG) will likely be suggested as a sell candidate during the February Round Table. The recent surge in stock price ($68) results in a return forecast of approximately 3%. The August-2010 selection was the first Best Selection winner at the first red carpet gala. WAG has been selected by three of us, with the four most recent selections by Hugh McManus.

The stock is overbought with a relative strength index (RSI) of 79.6 and momentum (ROC) is considerable as the stock price has advanced 70.3% over the trailing 12-months.

Make no mistake.

This is an excellent company — and it has been very, very good to us.

Our $7000 invested in Walgreen in the Round Table tracking portfolio is now worth $15,801.

Closing out these positions will lock down 7-of-the-top-20 all-time results for our Round Table since inception.

What is your outlook on Walgreen? Would you sell? Would you consider covered calls for an exit strategy?

Red Carpet Ready!

The Golden Knight monoliths are in position outside the pavilion. The crowds are already forming for this Saturday’s Round Table award ceremony. We’ll be transmitting the festivities live starting at 10:30 AM from the red carpet.

Six-of-seven of these Round Table regulars BEAT THE MARKET in 2013: Ken Kavula, Cy Lynch, Hugh McManus, Mark Robertson, Guest Damsels (Kim Butcher, Susan Maciolek, Anne Manning), Guest Knights (Herb Lemcool, Matt Spielman, Nick Stratigos) and Audience Selections.

You can still reserve your “pajama-friendly” seat at: https://www.gotomeeting.com/register/475449410

Who will win the following awards?

  • Best Stock Selection (2013)
  • Best Stock Selection (All-Time)
  • Best Picture
  • Best Accuracy (2013)
  • Best Accuracy (All-Time)
  • Best Relative Return (2013)
  • Best Relative Return (All-Time)

Join us as we explore, discover and share our favorite stock ideas for 2014 and beyond …

Red carpet preps

Annual Round Table Awards Ceremony

Why should you care?

Our Round Table model portfolio has outperformed the Wilshire 5000 by 3-4 percentage points over the last four years.  Each month, our regular panel and a number of successful stock pickers share their favorite current ideas during this FREE webcast.  The result is a tracking portfolio and a source that has generated some rewarding ideas since inception.

Annual Round Table Awards Ceremony

Please join us for our annual red carpet and black tie edition of the Round Table.

We’ll be crowning winners for the best ideas of 2013, the best performers of the last four years … and choosing a few stocks that are currently of interest.

Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson have saved a spot for you at the table next to guest damsels Kim Butcher, Susan Maciolek and Anne Manning and guest knights Herb Lemcool, Matt Spielman and Nick Stratigos.

Arrive a few minutes early for the red carpet session (starting at 10:30 AM ET) where we’ll have celebrity interviews and remember, Mid-Michigan sponsored events feature an open microphone if you have a stock or investing topic that you’d like to discuss before the festivities get underway.

The webcast is FREE and you’re all invited to extend an invitation to friends and family.

Registration: https://www.gotomeeting.com/register/475449410

Portfolio Tips & Tricks

 

Clubhouse: Portfolio Tips & Tricks

This webcast will feature Ken Kavula demonstrating the use of the dashboard worksheet function for portfolio decision analysis.

When: Tuesday, February 25 (8:30 PM ET)

Where: Register via https://www4.gotomeeting.com/register/227075095

Do some exploring and digging and bring your questions to the session.

Another tip: This isn’t just for investment clubs, folks. Although Ken will focus on best practices for group decision-making, this applies to any long-term investor taking care of a portfolio.

Tin cup worksheet

Am I Diversified? Rest of the Story

This discussion provides a demonstration of Manifest Investing dashboards, takes a look at “Am I Diversified?” suggesting that a few more stocks and an emphasis on growth/size diversification is in order.

It’s a concept that Jim Cramer might want to consider sharing with his audience.

http://youtu.be/Sdl3UXM0qis

If you would like to explore the portfolio design & management and stock screening tools at subscription-based Manifest Investing, send your name/email/zip code to manifest@manifestinvesting.com for a FREE 90-day test drive.

This Week at MANIFEST (2/21/2014)

Turning The Page

It’s that time of year when Value Line ratchets ahead to the next year on their 3-5 year forecasts. It’s also time when the analyst consensus estimates at places like finance.yahoo.com begin to provide sales and earnings forecasts for 2015.

At Manifest Investing, we’ve long held the belief that these forecasts should be embedded in our assessment of the long-term trend and characteristics … and we commence doing precisely that. The rear view mirror is important. We’re not saying that investors should ignore the road behind companies — just that a prudent amount of emphasis on the windshield is also important.

Stocks to Study

The Issue 1 update companies in the accompanying chart have the highest rankings based on the combination of return forecast and quality ranking. This display was inspired (and requested) by Irina Clements in our Saturday morning session this past weekend — A Few Moments With … Sandboxes.

The companies are ranked in descending order of Combination Rank with a minimum of 90 (top decile) of all stocks covered. The underlying fundamentals (growth, profitability and projected average P/E ratio) are displayed along with the analysis opinions of Value Line, Morningstar and S&P.