John. thanks for the feedback. Your analysis is right on the nail. That's the reason I am clinging on to BRVO's shares! Well, the product is not exactly unique as Nestle was the pioneer but the packaging, branding and the 6mos shelf life is. But flavored milk has a very strong recurring consumption demand. I have seen it with my own eyes. People who are averse to milk are just taking a liking to Slammers. However they do want to buy them at Costco's or Walmart's! That's why I feel CCE will be a big Plus. As you state it is really one of a kind find.
I have FCCN, so if FFCN goes up and BRVO goes down it is O.K!
Also I feel the next product that I will invest in should have similar characteristics i.e be unique and have a very strong recurring consumption demand. Take a look at INTK.PK. They are getting ready to go to the OTC.
Others on my watchlist, NTRZ, CYBL(lot of competition), IFDG (Coffee is a premium!), VYST (unique product, lot of competition), DSTI (looking for an entry point).