I never have figured out how to value the Level 3 assets accurately so have them discounted in my head (especially since they've been appreciating on the books in this market yet remain Level 3 and I can't figure out what they're worth or how close to marketability they are).
The new CEO gets a chance with me although there's a little caution over where things go going forward since it looks like they'll be branching out more going forward. I don't at all have the visibility on this like SMID, AYSI, or MXC. But still hold it as a big holding cuz the earnings and cashflows have been too tempting. If it breaks higher I'll probably sell a little to be safer than sorry (Alloy taught me that lesson late last year).
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