vike/bob, re: OINK - I think you guys are missing two important points: 1) the growth rate is off the charts; likely unsustainable, but it needs to be considered. 2) compared to its direct peer HOGS (admittedly much larger), HOGS trades at 10 PE at a very modest growth rate.
So the argument could certainly be made for OINK to trade at or above HOGS' PE, considering OINK's growth rate....let's hope it narrows the valuation gap.
Solid DD combined with timeliness and conviction is a recipe for profits.