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Why cash flow is king in our portfolio
We own businesses that generate excess cash, and this abundance of cash allows our companies to invest.
Manager Commentary Donald Jowdy on 3 Apr 2012
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Why we own W.W. Grainger and Abbott Labs
Right now, a disproportionate number of consumer-based companies fit our valuation criteria.
Manager Commentary Donald Jowdy on 22 Feb 2012
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3 ways to succeed in picking stocks
Our foremost belief is that over time stock price follows earnings growth.
Manager Commentary Donald Jowdy on 17 Jan 2012
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