There might be a breakout, for sure, but it might not be up. I...

There might be a breakout, for sure, but it might not be up. I really like the their products and the natural barriers to competition that such software provides. The capital structure, though, the earnings and way they're spending deters me. Plus they just don't seem to be pulling customers.
Thus, to answer, if it broke out on the upside, I would not go long. This is partly because there's so much else out there but mostly because of BVA. I would sell if I held.