I may not be a fan of the current management, especially the CEO, but I do like JHC's books and their assets in particular (as that recent hedge fund made known with it's recommendation to the board for splitting off it's assets and renting it back)..
I've already trippled my holdings recently to bring down my average by a significant amount. I was always in it for the long run so now I just sit and wait a few years.
p.s. did I mention how I really want new management
