Stock price when the opinion was issued
Got stopped out when it gapped lower. You need only 20 positions to be diversified; you don't want to look like the index. If something isn't behaving as you expect, based on what you know, step aside and let things develop.
Broken down technically. Well below 200-day MA, which has rolled over. Has work to do, wouldn't put money here today. Others in the sector are doing better.
Earnings today impressed the market. Trades around 16-17x forward PE, 11-12% EPS growth rate. PEG ratio is 1.4x, pretty good. Great, long-term secular growth name. Few competitors plus 33% market share means substantial pricing leverage.