The market, at all time highs, is not very forgiving on earnings missses. SWIR is a longer term play. This quarter earnings did not show strong growth from the Numerex acquisition, as it has not been that long. Next quarter there may be improvement. I am buying quality, and expecting a correction sooner rather than later in the market.
I learned about SWIR from Motley Fool. I also learnt of DDD from them too, though :)