The market cap is just a validation of the success the company has had in addressing its legacy issues and diversifying away from a traditionally poor-performing worker-comp business to other lines of business that generate a better rate of return.

This company ran into a lot of problems in the late 1990s and at one point was up for sale until this current management was brought in to fix the situation.

All business success rests on something labeled a sale, which at least momentarily weds company and customer.

A large holding in the fund would be a company, for example, like Fannie Mae or AOL, ... A stock that I have currently been adding to is Omnicom Group.

We were called The Toilets originally — we were flushed with success.

It tells me that you have to make an investment in your product. It's just like any manufacturing company bringing a new product online -- you have to make an investment up front in order to attract customers. If you put together a solid product, your investment is certainly going to pay off.