August 4th, 2006
The Watch List This Week (July 30-August 5, 2006)
Usually we do this update on Saturday, with performance to the Friday close. But we’re going on vacation so you’ll have to deal with a 4-day week this week and six days in next week’s performance. If tomorrow is crazy it might make a difference. Otherwise it should be close enough for volunteer work.
We are particularly happy that our own portfolio was by far the week’s top performer. The Watch List itself lagged its small to mid-cap peers but beat the S&P for the week. For the quarter to date you can reverse the prior statement.
Minyanville wrote a detailed piece in favor of Joseph A. Bank (JOSB).
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