Ann: New Microsoft co-sell agreement and Q1 record deal, page-85

After reading through the last announcements and trying to read in-between the lines, I just sold out all my holdings. Not based on any concrete evidence, it is just a feeling I have had for the last few months that growth will not be that prevalent in the next year or so.
I read the letter the shareholders again, and the court case ANN and they both have (what I think will be proven) baseless information about how good the next Q4s are going to be and in my experience history tends to repeat itself if management is the same. LVT still has potential and I think it is damn good safe investment on this side of the penny/small cap stocks, but I see potential elsewhere and I usually give all my holds a year before consider selling out (unless things are really bad).

Good news is for the rest of you, knowing my luck, the SP will probably rocket!

I will still be observing and I am sure those with more patience with be greatly rewarded once the time comes.

GLAH