| With the onset of the spring season and our traditional spring cleaning chores
at home we believe, similarly, that now is an excellent time to review
individual security selections to freshen up our investment portfolios. It
is our view that it is especially important to periodically review each
security's price, price target, future prospects and its particular relevance to
the overall portfolio over the next 12-18 months. This vital task of
portfolio culling, we believe, will ultimately liquidate both winners and
losers. |
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