One mustn't look in hindsight when assessing a stock. Use your...

One mustn't look in hindsight when assessing a stock. Use your foresight and assess the proposition of where the stock trades today relative to its current asset base and future cashflow generation. I am going to keep harping on about this; A stock trades below its asset base if it is extremely out of favour and unloved. This is where BOL find itself today even with management upping their profit guidance and pulling all possible levers to grow the free cashflow per share. The risk/reward proposition today is clearly skewed to the upside. With another one or two near term announcements the momentum buyers will see the potential and will join us deep value investors driving the SP higher into the 20c-30c range very quickly.