The stock is at $24 a share now, down from $50, ... The company is extremely well positioned, the stock could go up 10 points if there is evidence that the economy turns in third quarter.

It's just a great stock to own here, ... The company is growing in excess of 20 percent. The demographics are great for education. The company is selling at about 15 times what we think they can earn next year. It's also one of the few independent publishers left and so we think it's a strategic acquisition candidate, probably worth over $60 a share, and the stock's at about $45.

But throw in a very visible company lowering its guidance going forward and the focus shifts back to the same problems of an uncertain economy, uncertain earnings and the Middle East problem, which has not changed,

This is a low-cost way to play the eventual turnaround in technology, ... They're a very strong distributor of hardware and software products and it's gaining market share on its competitors. The stock is $25 on $2.35 of earnings and you're not taking product risk -- you're 11 times earnings on Tech Data for the company that's got a 20 percent long-term growth rate.