The market hasn't come around to our bullish view on this stock just yet.
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We're taking a small portion of the freed-up cash to nibble on shares of a second name.
It's taken a few quarters, but the turn has finally started.
Our trading restrictions had prevented us from executing these purchases earlier.
An update on orders from the CEO doesn't change our investment thesis.
The shares are down about 7% in premarket trading.
We are buyers of this weakness because we have a longer-term view.
