RE:RE:RE:hmmCMI has a good value; the management do its work, there are 6 new deals since August, they have more than million $15 in cash and have, for now at least, a unique position with their technology they develop.
Regarding that the stock price tripled since January we can suspect that some have taken their profits. I don't blame them, I taken them two times too during this year with this stock. Some other also maybe thinks that the stock is perhaps overvalued for now. Human psychology is always a factor either we are in 2013 or in 1929...
The increase of 25% in dividends doesn't lie; they have the cashflow and the contracts for long term development. Don't be trumped by a short-term drop.
My 2 cents.
FI: I'm a DIY dividend investor, not fully conservative since I'm in the accumulation stage but I do valuations of what I buy.