Q: Peter,
I have a two tier question. ZEN has been on fire and looks like it is flatenning out. Is this high risk company worth a small position in the portfolio? Also do you have any views on KRN. Thanks
    I have a two tier question. ZEN has been on fire and looks like it is flatenning out. Is this high risk company worth a small position in the portfolio? Also do you have any views on KRN. Thanks
 
                             
                             
                 
                    