Assuming a drop by PJ is correct, it's a big jump to presume that PJ knows "something bad". If there were truly bad news out there that PJ is knowledgeable about, believe me PJ would not be the only group in the know. We would have seen bad action in the stock.
To the contrary, if in fact PJ has dropped coverage of PPHM, I believe the more likely scenario is we have closed ranks with another analyst and PJ is peeved.
Analyst can not cover everyone. Choose your team and run with it.
Merry Christmas to all and special wishes that Krakonos catches a break in the New Year!