Shhh.. the best investments are found in the quiet threads 
I’m still hoping to load up more in the future, so shall we keep this as our secret?
The report was admittedly surprisingly good. The order backlog is at record levels, even though both the analyst and the company had guided for a more normal year. Who knows, we might even see a positive profit warning towards the end of the year. Of course, the range is already quite wide, so it would likely require a fair amount of unexpected order intake to exceed it.
In the long run, however, it looks like a promising company in a dull market to me. It fits my own preferences well.