In a span of about 4 years this thing has gone from a whipping boy, to a turnaround story, to a growth company, to now.... a value play??? Shall see. I agree with the Motley Fool articles... this stock is going to need patient investing.
Yes, but the BUSINESS is a great business. Not all business are created equal. This is the type of business you WANT to own. Low capitol investment and high ROE, as the company progresses. The brand is fabulous, and they can, and will, leverage this moat. This is the type of business Warren Buffet loves. Biggest question, as always, do we have competent management? I think we have EXCELLENT management. Jim has demonstrated that with the progress to date. Also, I had the chance to listen to him, and talk to him at last years shareholder meeting. This is a nice guy, a smart guy, and an honest guy. I think we have the right TYPE of business and the right management for this to be an EXCELLENT investment. Still wood to chop but we are WELL on the way, and I have not seen anything to make me think otherwise.
Plan to continue to add and trade, and looking forward to this years shareholder meeting.