RE:Q4 Concall
I was on the call and nothing but positive sentiment from Management and Analysts. I'm a little disappointed the stock didn't stay up 20% when it opened but ~9% is better than nothing. I hope this gets to $40 in the near future but I agree with you, this is being driven very heavily by the general economic activity rather than stock strength. We'll see this being completely controlled by the market movement in the next week or so... that is until the next earnings annoucement.
They did mention that their first Q is normally lower seasonally given its the period after the busiest time of the year for shopping.