LVWD
LVWD Backlog appears to be down y/y at this time. That has to be a concern, for me LVWD is fairly priced here right now. Not to say it doesn't have potential though, but I think it has a better chance to be a 2014 play then a 2013 play. Because they have tough comps, and with the transition in there business the backlog is down y/y, making me wonder if they will grow sales in the second half. I own no position in LVWD though. Although if it ever gets caught up as a social media play your right it could go a lot higher, but I think it is fair valued around .25-.30 right now. All is just my opinion, and I could always be wrong though.