The Black Box

[Alexander]

I do trade it, but overall i'm very long on Beas.

IMO, the uptrend is firmly in place. Expectations embedded in Bea's stock price are still pretty low.

Competitively, Bea is still seriously underestimated....yet that's why it makes such a compelling investment by the investment community. Few are expecting this company to grow much faster than 15%....IMO, growth in the next years will be much higher coupled with higher operating magins

alexander