This could be your last chance - time to ponder???
So a lot of things in play. The stock is still a little expensive, but if they show double digit growth again with a positive outlook, the stock will start to look attractive as the PE will adjust in. Then again, with the buildout and currency related challenges, there could be a miss. If so the stock could drop nicely. This may be the best buying opportunity of this young position...and may never reach those lows again. If anyone were to need an excuse to buy, maybe now. If things are very positive, there may literally be no looking back. Be ready to make decisions.
I'm happy with the percentage ARCO represents in my portfolio, but I agree this is a good buying point. Once it becomes better known and shows a few really good quarterly reports, it won't see these levels again.