Topics covered: Small-Cap Investing, Reasonable Valuations, Equity and High Yield Mix, Downside Risk Focus, Disciplined and Quantitative Investing, Christian-Based Investing, Bond
Companies covered: Littelfuse, Inc. (NASDAQ:LFUS), Dresser-Rand Group Inc. (NYSE:DRC), NetApp, Inc. (NASDAQ:NTAP), NewMarket Corporation (NYSE:NEU), Family Dollar Stores, Inc. (NYSE:FDO), Dollar Tree, Inc. (NASDAQ:DLTR), Atwood Oceanics, Inc. (NYSE:ATW)
