RE:RE:RE:RE:HITI presently being interviewed, just started: Very insighful podcast, and I like the relationships fostered by the 3 companies.
I also like the fact that all 3 companies are oppose to dealing with HOPE, they strictly deal with what is within their control, they are all nimble and able to adapt as required by consumer demands and the constant shift in the industry landscape.
I like the fact that they are built to maintain their growth with or without the US. I don't incorporate the US or international markets in my DD, unless there is concrete evidence they are moving ahead, and the results are part of the financials, otherwise it is HOPE.
IMHO