Yikes Tom you seem pretty angry at me....remember I don't run the company? If by now you don't understand their competitive advantages, you might be better served in other names. I don't remember you or anybody else here paying me a red cent for my work.... I don't owe anybody any explanations, except to my clients. But I do remember being pretty nice to you in the past. I am not putting out an analysis for Q1 because I like to be confident of the numbers I put out, which, by the way, I do without any company guidance....and I get pretty darn close.....but I don't feel I have enough info yet. What I am re-evaluating is putting out any reports at all to ungrateful people like you.
You are right on the money cola. And the Accent acquisition will be a game changer. I think Tom is understandably frustrated with the share price, but this is part of investing in illiquid stocks. Anybody with anything longer than a 6 month horizon should be buying all they can at this level....I am. My opinion only of course.
I'm still very long and think the best is yet to come. But I will not release a Q1 report as I feel there are a lot of moving parts with the acquisition and the att reduction. I hope we get a lot more clarity once they release Q2.