Turned the cornerNo longer do we hear warnings about the erratic CEO. He's finally got a great management team who have grown the sales while their amazing technical team develops cutting edge products. Not to mention their excellent product support.
Great questions from the analysts and reasonable answers from mgmt.
I'm personally underwater on this, having bought during the first momentum ride up.
I'm far more comfortable holding Avigilon for the longer term now that everything is clicking nicely. True that the Asians can copy and produce a cheaper device, but AVO stays a step ahead and their software is cutting-edge. And I'm overjoyed that they sold that custom-built HQ. Hopefully those side projects are well behind us.
Great sector, great execution. I'd prefer that it remains a stand-alone company and not get swallowed up by (e.g.) General Electric.