I am back at my desk

[dan_s]

While I was gone on vacation the EPG "Tech Team" was supposed to update and move the EPG website to another server. That didn't happen and I'm sure it will be more expensive than I was told. Don't worry, we are not going to move the website until we are confident that it will work. This Forum is actually another website, so it should not be impacted. Keep in mind that the "should" and actual result are often different.

Susan and I had a great time in Puerto Vallarta with 17 other people despite some drama the first 24 hours thanks to one women getting shit face drunk during the first day's happy hour. Strong margaritas can do that. Old people (like us) need to remember that they can't party like we did in our younger days. The weather was perfect all week and we got to see a whale jump completely out of the water right in front of our boat on Thursday.

Today I will be updating several forecast/valuation models for our Small-Cap Growth Portfolio companies and I hope to have time for a podcast this afternoon.

Oil prices are down a bit but natural gas prices are drifting higher thanks to a cold start to winter. If La Nina does her job, we should see much higher prices for all space heating fuels in December.