I don't think CPST will be pissing off their customers by jumping on CF when it breaks out. It will be their customers who will be pissing off the oil & gas industry.
When hard drive manufacturers started selling to PC vendors, they didn't stop selling to minicomputer vendors. They just stopped development in that area and focused on microcomputing needs. It wasn't about pissing off their customers, it was about their previous customers no longer funding their projects and the new ones moving faster & taking what they could get. As a company, you either migrated with the sea change or you died. Simple disruptive technology issue. The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail (Management of Innovation and Change) by Clayton M. Christensen <http://www.amazon.com/Clayton-M.-Christensen/e/B000APPD3Y/ref=dp_byline_cont_book_1> (Author) http://www.amazon.com/The-Innovators-Dilemma-Technologies-Management/dp/142219602X/ref=sr_1_2?ie=UTF8&qid=1401597910&sr=8-2&keywords=the+innovators+dilemma On Sat, May 31, 2014 at 9:21 PM, Blaze Spinnaker <blazespinna...@gmail.com> wrote: > I'm going to remove CPST from the portfolio. They are in bed with the oil > & gas industry. I think they will piss off their customers if they jump on > CF. > FSLR Put Options (2 years): 50% > XOM Put Options (2 years): 20% > CYPW: 20% > > I agree we need to find more companies that make thermocouples and > sterling type devices. > > > > > On Sat, May 31, 2014 at 7:25 PM, Blaze Spinnaker <blazespinna...@gmail.com > > wrote: > >> Here's a possible portfolio so far: >> >> FSLR Put Options (2 years): 60% >> XOM Put Options (2 years): 20% >> CPST: 10% >> CYPW: 10% >> >> Entry will occur on a combination of google trends and when these >> equities make coordinated movements that aren't influenced by other factors >> such as general market conditions. >> > >
