Michael Covel pointed to a document from NorthCoast Asset Management here. Very interesting read on their dynamic portfolio allocation methods. From their site I found a BusinessWeek interview explaining a bit more about their techniques. Read here.
On a side note...I'd like to thank everyone at Memorial Hermann for making our labor & delivery a wonderful experience. The facility and people were the best I've ever encountered. Everyone went above and beyond the top-level of service and made our stay one to remember. There were two nurses in particular who were simply amazing and helped us through a very scary time in the middle of the night. So, to Memorial Hermann and their amazing staff...thank you from the bottom of my heart.
Later Trades,
MT
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