Rationale? You want rationale? I keep reading how this company was unfairly beat up by the hasty retreat from financial companies, how they have no subprime exposure, how they were a bargain that would rebound at the speed of light like a superball in a superconducting supercollider ring. Or something like that. Packaging Student loans... bah. I ~worked~ my way through college, thank you very much. And dropped out 100% debt free, too. So tell me again why I am long 80% on this dog that shed 20% of its -- I mean my -- value before formal trading began the morning I buy it? Methinks me thought my Trina Solar profit wouldst burneth a hole in mine trousers if I didn't investeth them elsewhere and with the greatest of haste. Paint me the poster boy for trying to create an opportunity exactly where one isn't. That and some particularly motley fool somewhere thought it was a good company that will weather the storm and pay me. Well, this will remind me to trust my gut from now on, not my inbox. Small price to pay to learn to stick to my tried-and-true strategy of buying companies I've, er -- youknow *heard* of before, on days that everyone else is dumping them at alarming rates. Then waiting for the ball to come back across the court. (No that wasn't a tennis, or even a racquetball, reference. Pool. My most athletic sport.)