No, obviously not cheap by any sort of traditional value...

No, obviously not cheap by any sort of traditional value metrics, but market cap is only $140mil and it's a profitable, dividend paying software company, growing at a nice clip. I expect it will consolidate a little in the near future, there's a bit too much fizz in the last month, but I'm very happy for the long term prospects.

Plenty of software stonks running way higher PE's(PME) or not even bothering to try break cashflow even (APT), so any chance we get to run up high and then consolidate at a stepped up baseline for the longer term will be nice. I'd rather it not get too out of control though, because then everyone starts playing silly buggers with it and volatility goes through the roof.

I'm definitely watching for any minor missteps in their growth to lighten up because I'm uncomfortably overweight after this run.