Small-Cap Growth Portfolio Updates - Dec 20

[dan_s]

I spent today reviewing and updating the forecast valuation models for all nine companies in our Small-Cap Growth Portfolio. I had fairly large cushions in my models, so I only made small reductions in my current valuations for a few of them.

All nine companies should report positive Net Income for Q4 and they are all in good shape heading into 2024.

You can view and download the updated forecast models from our website. Just log on and click on the Small-Cap tab.

You can ask me questions about them on tomorrow's webinar.

I still need to spend some time updating the models for a few of the companies in our High Yield Income Portfolio. They will all be up-to-date by this weekend.