We believe the combination of limited sales upside and conservative guidance may prove disappointing to investors, consequently limiting near-term upside in the stock.

163

When all is said and done, we think the March report could confirm or possibly beat 'true' expectations while bringing published estimates more in line with reality, thus potentially setting a floor in the stock, and marking a good time to get more aggressive in adding to positions.

152

We continue to believe that Street estimates incorporate sales growth assumptions that are likely to prove conservative.

137

We continue to believe that order rates have been tracking well at both companies thus far in the quarter.

134