Bivio Dozen (3/7/2011)
Thanks to everybody who has commented on the usefulness of
the Bivio Dozen for study ideas. Yes, I intentionally took
a "break" just to see if anybody would miss it. (For fans
of Office Space, it's clearly an implementation of
discontinuing TSP reports to see if anybody would really

Some investors did. And that's a good thing.

In this month's update, we thank HMS Holdings (HMSY) for
performing well over the last few months ... and blend, or
harmonize, Dolby Labs (DLB) into the mix:

Mark Robertson
Manifest Investing