It's the beginning of the segmentation of the international arena.

Foreign markets have been through a major shakeup in the last three years. You can really see the economies begin to turn around.

At the end of last year, we couldn't find stocks to buy in Japan. Now we're seeing a lot of changes in management and other areas that we've been waiting for. This is a major change for us. I've been a big bear in Japan and now I'm turning.

We enjoy buying small companies that are not well-known or understood. What excites us is buying small companies that have the ability and potential to become great businesses.