RX is perfect fit for DonvilleHis favorite stock of all time seems to be constellation software which exhibits metrics he covets: high roe (over 25%) and long term growth runway... This is pure speculation on my part, but I think he is anxious to get a sizeable position in RX --since it has the exact traits he looks for,--like Constallation.. I also am inferring that his position is smallish now but he wants to up it...I picked this up from his friday interview on bnn...you have to read the tea leaves sometimes...