2008 Second Quarter Review and Outlook
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Holdings Disclosure
Our current holdings change from time to time based on the investment strategy and market conditions. The securities mentioned do not represent all the securities purchased, sold or recommended during the quarter and one should not assume they will be profitable in the future.
Frequently Asked Questions
What are your current assets under management?
$875 Million as of 6/30/08.
What is the minimum account size you will accept on a direct basis?
$1 million