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Any news from MDP on this one? This has been one of my best stocks, and I agree that selling half of the position a while back was a smart move. It's gone up since then and I don't recall seeing any recent analysis.

Of course, my brain would like to declare victory and move on to the next investment. I often sell way too soon. It seems like there are several other compelling opportunities.

So the question is, at the current price is there further room to grow, or should we be re-allocating elsewhere?

This question was raised with IPGP today - someone saying they thought the position should have been trimmed, given how much it had increased. It appears to me that IPGP has a long-term, very bright future, so I'm not wanting to sell any of my (admittedly overweight) position. I'm not as clear about the long term outlook for LL.
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