Originally Posted by
blobbles
Yep, I think we will see a drop to $1.50 in the short term based on uncertainty in results. But if you are holding on to these, I think you should be holding on as a long play. If they can maintain their growth rates, or at least keep them above 40% YOY for the next few years... I say this is one where you should be an investor, not a speculator :-). Ignore short term price movements and only look at exiting when you no longer like their fundamentals. And currently... what's not to like?
First black mark in my book though, they said profitability by year end this year... now its next year. Sure, they are doing it to go after more growth, which is probably fine in the industry they are in. But they said they would do one thing and did another, so a black mark against management for me.