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No. of Recommendations: 0
I just can't get excited about this company. What this basically means is that I am not convinced that this can grow at the predicted mimimum 8% growth rate. When Matt originally wrote about them, he mentioned the risk of not developing some of the new products. It seems that fear or risk has been realized. I realize that the shares are undervalued relative to future growth and fairly valued based on zero growth. I just don't understand the path to future growth. I am currently long, but am contemplating selling because I feel that there are better opportunities out there.

Comments?

gbbiehle
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