Another ViewI am debating initiating a position in CTS (Converge). How much confidence do you have in the name? Do you see them being extremely successful in a 10yr time frame? CTS is doing much better, both fundamentally and momentum-wise. Market cap is back above $1B and yet it remains very cheap at 9X earnings. With rising cash flow its balance sheet risk is significantly less than it was 18 months ago. We have 'reasonable' confidence here. It has not been a smooth ride and we almost took the stock out of our growth model. But recent news is encouraging and the momentum is very strong. Ten years of course is hard to focus. Much is going to depend on sector performance as well. (5iResearch)