More ethanol= higher corn demand= higher corn px= more cash for farmers= shiny new tractors= DE.

LBO talk for more than a year, useful for writing calls against

Bought @ $20, $10/share in cash/liquid assets, High growth business w/strong technology and niche growth market, Everyone else loved it at $40 and hates it at $20?

cheap valuation, should be able to weather housing downturn, oversold from $60.

Bought in low $12s, oversold, extremely cheap valuation, fragmented marketplace

In at $36, earnings/margins have to go down it seems, but valuation discounts a lot of the compression. Mgmt. has cut costs aggressively past 5 years, at least the ones within their control.

Utah Medical has high margins and high market share in niche medical product markets. They beat the FDA in a lawsuit and should have better margins, albeit offset by higher taxes. P/E under 15x is attractive, in spite of small co. size.