bean, you may be putting too much energy into GENC and missing some great opportunities. I have a small position and will only add below 7. I think 2010 will be a homerun for ASTE. The stimulus was definitely a head-fake, but I think that will change in 2010. With BUCY buying TEX's mining segment, ASTE may also divest. Look at URS and JEC. They were laggards in '09.
Best to you in 2010. I think the overall market will be flat at best when '10 closes.