Bivio Dozen (3/7/2011)
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Bivio Dozen (3/7/2011) Thanks to everybody who has commented on the usefulness of the Bivio Dozen for study ideas. Yes, I intentionally took a "break" just to see if anybody would miss it. (For fans of Office Space, it's clearly an implementation of discontinuing TSP reports to see if anybody would really notice.) Some investors did. And that's a good thing. In this month's update, we thank HMS Holdings (HMSY) for performing well over the last few months ... and blend, or harmonize, Dolby Labs (DLB) into the mix: http://tinyurl.com/4km27dg Mark Robertson Manifest Investing |
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