Q: Ugh! Didn't they get mired in a nice mess?

A: Oh yes, very much so. This is a sort of Murphy's Law of investments -- just about everything that could go wrong, did go wrong, including management that got caught lying, and with their fingers in the till, and some very late filings of reports to the Securities and Exchange Commission. But there is a now a totally new management team, and the company remains the No. 1 player when it comes to providing process-control software to the chemical, petroleum and pharmaceutical industries. What appealed to me was that while the company had been driven almost to bankruptcy, when you talked to customers you heard nothing but very good comments about their software and services product. Aspen's new CEO, Mark Fusco, has done a terrific job of turning the business around -- not only operationally, but in the context of the product and how the product is delivered. And they are continuing to innovate their recovery. So here is a company with a market value of less than $1 billion that has an order backlog of over $1 billion. Looking 24 months out, I see them earning at least $1 a share, possibly much more. The stock should be able to climb from 10 to 15, maybe even 20.