jason, re BUKS
Numbers were kind of weird. Their Q4 profit was even higher than a strong Q3, but revenues dropped a lot sequentially. Backlog still solid, but down a bit from Q3 levels. Based on the comments in the earnings PR and on the CC, I couldn't get a feel as to what Q1 will look like. My guess is earnings on the low end of .01-.015/share. Since revenue comps will get tougher, I don't find the stock that undervalued in the .60's...and reduced my position accordingly.