AWX I bought back a few on the recent dip. And as you said, the good news is that...
..this thing spikes for no reason at anytime... good earnings or bad earnings. I mean last quarter was basically the same as this quarter...big profit only b/c of a gain on extinguishment of debt (PPP). But how many times did it spike up intraquarter? A bunch.
...and then the next two qtrs are seasonally strong, where they actually have had very strong earnings.. so you have to buy before those qtrs before the inevitable spikes anyways (so long as the market doesnt take an extended hit)...
and loads of value on the books, and lowish floatish.