It's old list (2010). Paul could have different portfolio now and, if he doesn't change his portfolio, then MVG is not the best spot on it. MVG is up today, because it dropped too much before. "Too much" doesn't mean that future drops are impossible. Basically, company (in business sense) performed poorly for long time (couple years) and market finally punishes stock more than peers. It is up to management to find ways to perform.