Friday, October 26, 2007

Some Small Cap Finds

You have to look hard, but if you do you can find some fine little companies with excellent dividend growth. Today we added Movado Group (MOV, QDV 27.5%), Applied Industrial Tech (AIT, QDV 15.1%) and Manpower (MAN, QDV 16.3%). We also added to our position in Bank of America (BAC) as it has much less exposure to the riskier side of the financial sector and is a solid, globally diversified company. It is now our top holding with GE a close second.


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