You're not at all concerned about this friday's PM earnings? I do like NTRZ's prospects, the part I don't like is the dependence on corn prices. If the tarriffs on ethanol are lowered or dropped NTRZ will be hurt badly. I beleive the story will continue for the next couple of quarters, but the problem is that the rising corn prices have bled into broader food costs. If inflation concerns keep growing, as they easily could, there will be increasing pressure to reduce the ethanol tariff.