This article is part two of a three part series in which we look inside the Q4 earnings and guidance of our recommended portfolio companies. Our purpose is to shed light on the all-important macro environment, as well as to project returns for recommended companies.

Part one in the January 27 Feature article highlighted bellwethers from the first reporters. Part three in the upcoming EIA issue will look at the last reporters and present our Q&A Roundtable. And below, we focus on the particulars of the 11 companies reporting since our last issue.