Hello, I remember your call on ADGF being your top pick. Looks like you're up a fair bit, congrats. I checked it out and thought it was interesting but didn't get around to doing any thorough diligence(partially because I didn't have much in the way of extra capital at the time). Checked it recently and saw the record sales results...but it is trading at a PE below 8 and only a little above book value. Got any quick thoughts you'd be willing to share? Does the market think that quarter was a one time event, channel stuffing, or what? From a quick surface scan the stock still seems to be a good buy.
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