VASO, well, I agree the quarter was worse than I expected. But 'the chart warning' everyone is overstating the case. VASO imo, has come light in revenues and earnings for four straight quarters prior to this one, and given what they stated last quarter, there was no real reason to believe they'd turn it around this quarter (except for the seasonality trade, and that should have been an intraquarter trade). I think at around .13 VASO was fully valued prior to this earnings mess, so there was really no reason to be in it for earnings since it was close to fair value anyways.
best.
