Noted and wow what a nice call you made on COV. I owned it a few times before I saw your post pounding the table. After continual disappointment at them gaining any sort of traction I didn't get back in.
Do you think this would make an ok risk adjusted entry point?
What are your thoughts going forward and with the acquisition? I like that it is immediately accretive and the following announcement that they integrated well.
The purchase price seemed wayyyyyy too pricey to me. The big licensing revenue in Q3 made EPS look great but on an ongoing basis the stock seems expensive. I'm sure it is a buyout candidate at some point however.
Having a tough time figuring out how to properly value this one.
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