I think it will just keep creeping higher unless the market tanks. Remember, these guys beat on earnings and revenues by a wide margin. They were probably just being conservative for 4Q given the crappy economy.

But remember, these guys have been paying down debt like crazy, I believe over $1 billion paid down over the past year and over $100 million paid down in the most recent quarter. These guys have good cash flows and will continue to pay down debt and de-lever with excess cash. Their earnings will go up simply from reduction in interest expense as they pay down debt, even if revenues don't grow much.

They trade at under 10x P/E. I think it's great long term buy. I own a bunch of STZ via call options and will buy the stock outright if it dips below $15.

Good luck.