well i guess this is not a stock that has much of a following among retail investors. Not sure why, but that is usually good news.
I really like this company. The future of the US economy is information and they seem to have a fairly tight grip on high quality knowledge.
I also like management's strategy and think that taking control of digital delivery system makes sense. On the minus side, I think they good be leaner and meaner and past acquisitions seem fairly expensive.
Finally, on the short term, I am worried about their academic library clients whose purchasing power is now stretched to the limit.