Quick is right on being speculative but sometimes it does pay off. There is logic in your analysis and sometimes it is fruitful to follow logic. Either way I do believe the company is doing far more than what appears on AIS with OE.
I guess one could say all of our investing is based on following some sort of logic, either ours or others or a combination of both. My point was that sometimes our logic can lead us astray. When that happens to me, I don't get upset. I just shrug my shoulders and try to do better next time. Biggest no no, is never let dollar signs blind you in your investment decisions.