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Our clients do not want another tiresome recitation on conventional wisdom. They want creative energetic thinking. Our clients want a money manager who has the guts to think and work hard and do things different from the crowd. For an example of this thinking see our investment letters below.
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 Why This July and August Provide Above Average Possibility for Capital Gain August 2011 |
 Quality Systems, Inc. Purchase Date: Purchase Price: 59.39 Current Price |
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 A Dream About Warren Buffett and Railroads December 9, 2010 |
 PetMed Express, Inc. Purchase Date: 11/25/2009 Purchase Price: 16.90 Current Price |
 Family Dollar Stores, Inc. Purchase Date: 04/14/2010 Purchase Price: 38.90 Current Price |
 ResMed, Inc. Fourth Quarter 2009 Earnings Release, February 4, 2010 |
 Somanetics Corporation Purchase Date: 10/29/2009 Purchase Price: 14.77 Current Price |
 Dolby Laboratories, Inc. Purchase Date: 11/29/2007 Purchase Price: 43.09 Current Price |
 K-Tron Merger Purchase Date: 06/21/2007 Purchase Price: 99.27 Current Price |
 ResMed, Inc. Purchase Date: 10/14/2009 Purchase Price: 47.15 Current Price |
 Rosetta Stone, Inc. Purchase Date: 07/15/2009 Purchase Price: 26.65 Current Price |
 Investment Letter, March 13, 2009 |
 Sun Hydraulics Corporation - Part 2 Purchase Date: 12/19/2007 Purchase Price: 26.18 Current Price |
 Sun Hydraulics Corporation Purchase Date: 12/19/2007 Purchase Price: 26.18 Current Price |
 K-Tron International, Inc. Purchase Date: 06/21/2007 Purchase Price: 99.27 Current Price |
 Burlington Northern Santa Fe Corp. and Polycom, Inc. Purchase Date: 03/26/2008 Purchase Price: 94.67 Current Price |
 Stericycle, Inc. - Part 3 Purchase Date: 12/16/2004 Purchase Price: 46.69 Current Price |
 Idexx Laboratories - Part 2 Purchase Date: 7/19/2007 Purchase Price: 97.13 Current Price |
 Idexx Laboratories Purchase Date: 7/19/2007 Purchase Price: 97.13 Current Price |
 Navteq - Part 2 Purchase Date: 10/20/2006 Purchase Price: 45.69 Current Price |
 Stericycle, Inc. - Part 2 Purchase Date: 12/16/2004 Purchase Price: 46.69 Current Price |
 Navteq Purchase Date: 10/20/2006 Purchase Price: 45.69 Current Price |
 Garmin, Ltd. & Trimble Navigation, Inc. Purchase Date: 8/28/2006 Purchase Price: 46.67 Current Price |
 Meridian Bioscience, Inc Purchase Date: 11/10/2004 Purchase Price: 9.09 Current Price |
 Stericycle, Inc. Purchase Date: 12/16/2004 Purchase Price: 46.69 Current Price |
 United Parcel Service Purchase Date: 1/19/2005 Purchase Price: 73.01 Current Price |