The recent pullback has offered a nice entry point. There is still significant upside for anyone with a long term view. There's just not a huge margin of safety like there was a few months back. Guidance is 11-13cps and I would be surprised if that's not beaten (at least on an underlying basis). Given its still growing that's pretty good on a PEG basis.
The big risk is how much they will push overseas expansion (increasing expenses) and how quickly it will pay off.
