The Daily Telegraph money page makes an interesting investment picker point.  I have not concluded to what degree this might apply to POET but could be a reason financial institution are holding back. Comments?

De Gale’s rule for inclusion in his fund is simple: he wants firms that grow their GAAP profits each year by a percentage in the high teens. “The US tech index achieves mid-teens, so if I can do this I will outperform,” he says.

 

“Most of my holdings are not famous names – they are unexciting companies that provide products or services their customers simply must have.” Asked for an example, he does indeed pick a stock previously unknown to this column: Lam Research, which makes specialist equipment used in the manufacture of computer chips.

sula