Revlon, which acquired Bari Cosmetics in July, is still in the pool of potential buyers, and we saw Markwins outbid Swander Pace Capital in order to pick up Physicians Formula in September.

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It sticks to a very simple formula: one stock pick per month, always long, never leveraged.

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And we couldn't pick out, we couldn't improve on the formula by un-checking the boxes that we thought would do better.

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