Both EDU and BBBB are experiencing margin problems that are or will be exacerbated by competition. I already have exposure to demand response and energy management solutions with Comverge (COMV) [as well as similar exposure in Echelon (ELON) and Itron (ITRI)], and it's performing better so I sold my small position in ENOC.
EDU profit: 140%
BBBB profit: 40%
ENOC loss: 12%
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