Clarocity Corp CLRYF

RE:RE:RE:RE:Zaio .... wow

[JCMatt60]

I consider myself nowhere near as experienced as some of the quality contributors on this board.  However, here is my logic on ZAO.

I got in at $.12 with a minor position (less than 2% of my overall investment portfolio) because after reviewing the business case information, competitive situation and core product I felt ZAO had a chance to pull it off.  While I have had concerns about company leadership, lack of financial results and the swooning stock price over the past couple of years, I decided to hang tough last fall.  The reason I did is at the end of the day the business case makes sense and recent leadership and board changes seem to have righted the ship.

The most important thing I could say however is that ZAO is not core to my overall portfolio strategy.   It is the "high risk" portion that I am prepared to lose.  My core portfolio is diversified into various blue chip dividend paying stocks, some commodities and some international.  IMO, I would not recommend ZAO as anything other than a high risk play and certainly not core.  Hope this makes sense.

The recent positive trend has me hopeful that more good news in on the horizon, especially if we begin to see some real positive financial results.