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cleverrox

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cleverrox

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Tuesday, 06/17/2008 12:23:16 PM

Tuesday, June 17, 2008 12:23:16 PM

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Selling CNOA a managed account because they announced they are going into the winery business. There is a huge difference between selling rice and selling wine. One is a commodity and the other is a premium product. I don't like companies that deviate from their core focus. Find a company that is a small player in a big market and does what they do very well - like AYSI or ZYNX.
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