We all want the truth. Maybe we are getting more truth than we choose to believe because we can't verify it. I have voiced my opinion about getting audits for a year now, because it is that one thing that keeps me from jumping in whole hog, but it is also the reason so many sideliners are staying out and the PPS is so low. It should be 3X to 4X higher than it is.

I have also voiced my concern throughout the months over BW's mgmt philosophy that seems overly enthusiastic for growing the business, but underly enthusiastic for growing the stock value. His task and fiduciary duty is to do both and that can only be achieved by balancing his mgmt time and available resources to both more equitably. That doesn't seem to be the case as the sales grows, but the PPS falls. Just like the measure of business growth is bottomline earnings increases, the PPS is the measure of growth for the stock. If he fails to meet either criteria, he fails as a CEO. It was his choice to solicit public funds. He must do right by that. Now with that said, we can only bring the issues to BW's light and based on his actions resulting, choose to buy, sell, or hold.

I hope the financial results more than support the increases in OS so far this year. We'll see in next couple of weeks. There are high expectations, as the PPS is holding up pretty well, given the recent AS increase. My personal opinion is this will be the last AS increase. I give it a 50/50 chance that by 1st qtr 2014, OS reaches that limit.