bivio dozen [6/25/2010]
During the national convention in St. Louis we talked often
about the stagnant prices for most of the S&P 500 over much
of the last ten years. Some of those companies have
featured steadily improving fundamentals (EPS trends with a
steady northeasterly tendency) and their projected returns
are now reaching levels that are quite desirable.

The bivio dozen has been updated at:

These are the stocks with MANIFEST rankings of 100 ...
essentially the top 1% among the companies that we follow
based on the combination of projected return (PAR) and
quality rating. Companies are "bumped" when they're no
longer rated 100.

The bivio dozen selections have an accuracy rating (percent
outperforming the Wilshire 5000) of 72.4% since September


Strayer Education (STRA)
Medtronic (MDT)
Stryker (SYK)
Walgreen (WAG)
Buffalo Wild Wings (BWLD)