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hey Dan

I think it would take a few Qs of misses and slowing growth with evidence that management was being stupid. SO far the boyz running NEOG have done well making OK acquisitions and bringing in new tests and technologies. Stupid management tricks are a frequent reason for my getting rid of a stock. The other rule is loss of moat. I am struggling with deciding the fate of Idexx as Abaxis can now invade its turf and can sell to MWVI.bailed on Terex as they kept losing to CAT and Deere and bot CAT.

I still like NEOG and am not selling on valuation. I rarely sell on valuation concerns even though I probably should.
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