David Kertz, CFA, a portfolio manager, is considering investing in a small cap firm he stopped following three years ago due to poor trading liquidity. Based on published stock exchange data, the company's trading liquidity has improved considerably. Kertz arranges to obtain some third-party research reports on the firm. He assesses the assumptions used, determines the rigor of the analysis, and the reports' published dates. Which of the following additional actions should Kertz most likely undertake next to meet the Standards?