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Hi Phil,

Thank you for posting!

We do keep the Buy Firsts up to date, and I hear you and your concerns. We'll continue to keep our Buys and Buy Firsts current. Please do realize we're in the middle of earnings seasons and things are moving fast in some cases. Today, BMC, OTEX and MA all had strong days following earnings. We are going through results as efficiently but thoroughly as we can, and will update guidance as soon as we can. Obviously, if anything is of new concern (needing a downgrade), we jump right on it. But we also try to move quickly on upgrades or re-emphasizing our buys when a company seems to be doing really well or better than hoped and the value is still there.

Best,

Jeff
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