chart, page-27

I recently bought in down at $117.00 with some money taken from BGL. This to me this looks a value recovery play. A great business with great management that has had a short term hiccup as I see it as a result of inventory and stock considerations. What I find most exciting is there move into Indonesia. Having a manufacturing business there for the past 12 years I have witnessed huge changes to there economy and growing middle class. Long term this is a great buy around these levels.