looking far less compelling, page-2

I wouldn't worry about it too much Mike ... SP remained more or less stagnant I believe because of the lower Div payment compared to other companies such as DWS (I hold both). But imo CSV has a greater growth potential and is a safer investment in case of the potential economic downturn (double dip recession or depression) because of it government client base and longterm contracts.

It's also close to Div payout times, and it doesn't take much to look around and find 10% div yield even in bluechips. Perhaps people jumped ships to take the higher yield expecting the SP to stay where they sold out of their 'better stocks'.

I liked the fact that instead of paying most of their earnings in dividends, they kept it for expansion... They just got the Canon Contract in QLD, so future is looking bright. Besides, think of it this way... it doesn't matter what the SP is now, as long as you are confident the price will be higher next year...