Luckily for you, I don't have a salary to protect -- I call it like I see it, and I think the stock is a good buy here. Vasco has consistently exceeded expectations, and back in July (about 30% ago for the Chinese stock market), it raised full-year revenue-growth guidance from 35%-45% to 55%-65%. That's huge! And the CEO says its current banking customers represent less than one-fiftieth of the worldwide banks, so there's plenty of room for further market penetration.

Most importantly, as you can see in the chart below, since this run-up began in late 2006, Vasco's stock has tested and bounced off its 50-day moving average seven times. This is just the latest test, so while it's possible this time will be different, I think strong earnings and guidance will show that this amazing story is still developing and the longs will be rewarded.