Mr. Tobak has further modified his original statement to include:

"Modification: Deleted paragraph 15. It listed a number of companies that, in my opinion, also fit the bill. However, that ruffled some feathers, specifically because my metrics were subjective. As we know from investing 101, past performance is not a guarantee of future results. As such, stock performance to date certainly does not tell the entire story of a company's potential. Consistent operating growth and a solid balance sheet should eventually be reflected in share price, one would hope.

Also, much of what I write is commentary and I've been wrong before. If you ask my wife, she'd probably say I'm occasionally right."