Slowing Growth All that Matters
the narrative of slowing growth will dominate share price in 2013 - this past quarter tells you everything - ceo points to improving margins but smart money sells the stock. If 1Q13 is around 14-15% yoy, you will see an earnest exodus in the stock - its what caught every high fligher and will catch this one. easier number on 2Q but not a push-over.
my guess is they will try to buy growth again in any way possible.