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No. of Recommendations: 2

I think you pretty much hit on the reasons for the drop. There are some definite expectations for this stock, which is why the price has more than doubled in a year. And despite a very reasonable explanation, 2% revenue growth y-o-y isn't going to satisfy many of those expectations.

Maybe what you should be doing is looking at this as a buying opportunity. This stock is trading at a P/EV ratio of about 15x by my calculation. That's not bad for a company with strong repeat sales, wide product margins, a huge moat around their core product, a ton of cash on the books, and paying a 1% dividend.

I have really come around to good quality of this business.

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