Shareholders lawsuits is a concern. Move into Korea is very constructive, but still has questions about the profitability of the venture, the market they want to go after and the speed in which they will attain it.

On a price to book ratio, it's terribly cheap. Book value is about $12. It should normally sell at a price to book at 1.5. However, if you take a look at what's happening in the production of liner board, capacity has increased in China and Europe and modestly in the US. China has slapped on 20% tariffs on imports. Far too overpriced.

Have not sold any shares and just bought more. Because of the success of their product they are now looking at orders in the magnitude of 200/300/400. Recently acquired a company called Roughneck which gives them a top-down approach to software licensing and the provision of a total wells information system giving them a broader market. Hold for 3 years.

Fully priced in the short term. Looking out 3/5 years, it will be acquiring small to mid size engineering firms. A very fragmented business. Likes it for the long term.

Looking for more upside. Can see between 14000/16000 which would put this up around the $15 level. Expects to buy some shortly.

A controversial stock. The bears are saying it's far too expensive on a price to cash flow basis and the stock is worth about $7. On the other hand, people are saying it is incredibly cheap on a price to book value and their target would be $14. He has no intention of owning it.

Fully taxable, so better in an RRSP. Likes it long term. Outside an RRSP, he would choose Fort Chicago (FCE.UN-T) in which 65% of the cash flow is taxed with the rest being counted as a return of capital.