HDSN
This is a niche business. I don't think they do much more than .60 in fy 18, analysts are currently at .53. a 15 pe is all it is really worth which puts us at $9 FV, and my story hasn't changed, I said it deserved a 15 pe before, they are basically growing to be a huge player in a market that longer-term will probably not be growing and may be in decline even. I admit I'm no expert in their business, if HDSN was at $5 right now or $6 I would get myself educated fast by reading up more on the industry, but at basically 9 max upside is what 13% not really worth the risk at these levels, whether the article is right or not. All is just my opinion, and I could always be wrong though.