Certainly, it is difficult to compare CSPI, which is sporting a P/E of 10 and 40% of the market cap in cash, with NTRZ at a P/E of 200. CSPI had less room to fall, and therefore, could be safely bought the day after the earnings release. With Nutracea, the 200 P/E might require a bit of a larger pullback, so it is probably not worth jumping in at the first sign of weakness. However, if we see the stock suffer a 20% drop today, the stock is certainly worth a look. All in all, NTRZ is a hold for the time being, and becomes a buy on any significant weakness. The growth story is still intact despite the mishap in execution this quarter, but we are going to have to be patient and let the story play out to reap the full rewards of Nutracea.
Disclosure: Author holds a position in NTRZ.OB
NTRZ 1-yr chart