curious why FARO is not in your core portfolio. The company dominates in a fast expanding area and seems to have many years of growth ahead of itself. good balance sheet and reasonable valuation.
Hans, Maybe since drinks are much more mundane than your two examples it won't get whacked so hard with blowout earnings, makes as much sense as anything lately!
Zeev, Instead of spending your time trading stocks that have been subject to recent "blowups" (LSCP, FARO, CAH for example) why don't you concentrate on stocks that are going up, like PX, MFC, MTB, HIB, all are within 5% of multi-year highs?
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