I actually agree with everything you said...5 stars.
But its up to execution. If he says nothing about the ERP migration in the press release or in his management presentation, I will get on and ask him myself. That's the next wave of restructuring and I want to know where my 2.5 cents of earnings per year are going. Seriously. If they hit what they say they are going to do, it will be huge. $8.0MM of S,G&A and cost of goods sold saved each quarter. Thats 2 cents per quarter and 8 cents for the year. Plus, they can scale their business much more easily.