I reviewed my DD notes on BSIC. One thing to remember is that they are not paying taxes now. Having said that, if their revenues and earnings are growing, BSIC may still be a good value.
One thing I started doing this year as I do DD is to take notes on each company. I have notes on almost 30 companies now. I'm finding that it is getting harder to keep track of the companies and the notes have been very useful.