ENV Update

I hope to get ENV back into Top 20.  Their report was solid, the guidance too.  I continue to think that their holders will be selling stock - like 25% of the company.  Also, they switched auditors and are likely to be late filing their 10-K, which could create some nervousness (stupidly).  Given the better market conditions, I would be content to own this one near where we sold it last quarter.  Our last sale was 13.72, when we bot INTC below 20, a new position in EZPW at 18.37 and added to STJ below 32, so it hasn't been a disaster.