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The most recent quarter yielded more volatility in both North American and global equity markets. Despite steady growth in the United States, Western Europe and China, equity markets remain under the influence of short-term traders, who react to daily news stories, while ignoring long-term fundamentals.

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Our investment approach focuses on companies, not stock markets. The most critical element of our approach is to get out of our office and meet with the managements of companies that we either own, or are considering for purchase.

In this regard, we have been quite busy over the past five months.

In the energy and resources area, we have conducted management interviews with Vermilion, Pembina Pipeline and Enbridge. In January, we wrote to you about the importance of innovation, and its crucial role in value creation.

Paul, Minnesota last month further reinforced this belief. We have owned 3M shares for our clients for well over a decade and it has been one of our best performers. Founded in as a mining company, it failed to develop its initial mining venture but survived to evolve into a tool maker for the mining industry. From these humble beginnings, 3M has evolved into a truly global industrial powerhouse. With a philosophy deeply embedded in science, innovation and technology, 3M now sells over 50, products in 70 countries.

Its product lines spring from 47 separate technology platforms. A testament to its long history of innovation, the company currently holds overpatents, a truly staggering level. Employing almost 90, people, 3M is managed through five different business units: A company like 3M is not easy to manage. To succeed, it must work closely with its customers and anticipate their needs.

While 3M is an impressive company from a technology and innovation stand point, it is also well managed financially. Central to our analytic approach is a focus on operating cash flow growth and wise allocation of free cash flow.

While equity markets may be volatile, successful companies like 3M will continue to deliver consistently to their shareholders over time. Steady performance like this is a result of superior management, focus on innovation, and adherence to a rock solid business philosophy. While 3M is a gem, it is not unique. Our portfolios hold many other companies with similar attributes — strong revenue growth, expanding margins and high quality, stable earnings and cash-flows.

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Our research will continue to monitor these investments to ensure they continue to deliver superior growth and to look for new companies for your portfolio.

First Quarter The most recent quarter yielded more volatility in both North American and global equity markets.

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In this regard, we have been quite busy over the past five months. In the energy and resources area, we have conducted management interviews with Vermilion, Pembina Pipeline and Enbridge. In January, we wrote to you about the importance of innovation, and its crucial role in value creation.

Paul, Minnesota last month further reinforced this belief. We have owned 3M shares for our clients for well over a decade and it has been one of our best performers. Founded in as a mining company, it failed to develop its initial mining venture but survived to evolve into a tool maker for the mining industry.

From these humble beginnings, 3M has evolved into a truly global industrial powerhouse. With a philosophy deeply embedded in science, innovation and technology, 3M now sells over 50, products in 70 countries. Its product lines spring from 47 separate technology platforms. A testament to its long history of innovation, the company currently holds over , patents, a truly staggering level.

Employing almost 90, people, 3M is managed through five different business units: A company like 3M is not easy to manage. To succeed, it must work closely with its customers and anticipate their needs.

While 3M is an impressive company from a technology and innovation stand point, it is also well managed financially.

Central to our analytic approach is a focus on operating cash flow growth and wise allocation of free cash flow. While equity markets may be volatile, successful companies like 3M will continue to deliver consistently to their shareholders over time.

Steady performance like this is a result of superior management, focus on innovation, and adherence to a rock solid business philosophy. While 3M is a gem, it is not unique. Weil wir unglaublich viele Anfragen erhalten und immer wieder um Spielautomaten Tipps gebeten werden, haben wir uns entschieden, hier einmal eine Top 10 der besten Spielautomaten Tricks zusammenzustellen.

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In the energy and resources area, we have conducted management interviews with Vermilion, Pembina Pipeline and Enbridge. In January, we wrote to you about the importance of innovation, and its crucial role in value creation.

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