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For a conservative investment portfolio, my first universe of candidates (40 companies now instead of 30) has an average profile that many serious investors would appreciate. I compare the new data to the initial 30: Total Candidates = 40 (30) Market cap = $83.0 ($85.2) billion Forward PE = 12.9

When we invest risk capital in young enterprises, it’s important to read all the corporate news releases, financial summaries, and MD&A filings that time permits. If we don’t have the time, we shouldn’t be invested. In my case, I relish the opportunity to meet face to face the CEOs of