Result was less than expectation, page-14

Hi Madam,
Have appreciated your comments on MSB as I have been a long term holder, I also have seen your sensible comments on NCK, I have owned DLX since the split from ORI and have recently consider it a Sell at close $7.00 and came across your comment about it above, and though I agree it is a. Quality company, I only see downside over the next 2-3 yrs due to limited growth in earnings and being somewhat well above intrinsic value. Would be keen on your thoughts as to its long term potential vs other quality companies such as NCK neck which I currently do not hold.
Appreciate any insight you have. Thanks