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Hey CCed,The GoodI wanted to let you (and others!) know that I love your report format. It's informative, complete, yet fairly concise. The GreatBut the thing I like the most, is your final paragraph for each company, where you explain your bottom-line thoughts regarding the company's performance, and your plans for keeping, increasing or decreasing your current allocation. In the end, I think this is the part missing in so many discussions.The BadAny suggestions I could offer are so small, that I choose to decline; I don't see need for change.The GoalTechnical and financial info are so valuable and they steer our investments to a significant degree. I think most of us understand the how and why of them because of the great examples from Saul and other gurus here. But for me, the bottom-line opinions are just as valuable and I wish others would consider a similar wrap-up of their thoughts on allocation for a company, not just in port reports, but also at the end of detailed discussions which might change one's opinion on a company's future success or lack thereof. (And if comments can't affect our view of a company, and industry or a process, why post them?)I strive to learn something at every opportunity. Today you made the task easy.Well done and many thanks,D
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