Folks i sold and took a loss , looking at todays trading i am glad i was quick to pull the pin. i sold not because of the margin compression, but because they are best to keep cash flow and reinvest for growth than pay a dividend and i think they may opt for a divi which i think long term is not the best option based on margins
It would nee do get to low 50s for me to see this having enough margin of safety to renter
good luck folks
VEI Price at posting:
59.5¢ Sentiment: None Disclosure: Not Held