I don't see how the news on LBWR is "disturbing." You have a business with large contracts, emphasis on large clients with high margins. With that, you are not going to have even or patterned quarters. It's just not realistic. Compare year over year for better analysis and DD.
Compare this with just about any stock profiled on this board. In fact, it may be close to a VMC, although I think that a company should be at least a fully quoted pinkie before VMC consideration.
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