True, for the most part. But we delve into smaller names from time to time. One amusing aspect of the WFMI soap opera is that the stock has been on my watchlist for the institutional portfolio since the plunge in May: <img src=http://ih.advfn.com/p.php?pid=staticchart&s=N%5EWFMI&p=3&t=18> Regardless of whether the OATS buyout goes through, WFMI looks like a better value today than it has been in some time.