Mark: I'm a patient holder and I think it's a great business but again you may have seen in the last three or four weeks of column by Jason's wife talking about compounding. Watsko is an HVAC company $13 billion market cap quite a run this year up about 34% year to date about 12% of the float is shorted. The stock rallied 8% to a record high when it reported earnings on April 20th It's got about a 3% dividend what's been your story on this one Mark? Well I think this was a cultural story and it's also a family business in this case a father son business family members.
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