Lifeway Foods, Inc. (LWAY)

pretty volatile stock, I would never actually put money into this one but i like its chances to recover close to where it was around june and august

The price of milk is down and will remain down and the demand for this company's product will continue to grow due to it's health benefits.

Growing company in a growing niche. Aquisitions as well as increased demand for healthier food should allow for increased growth coming out of the recession. This company is also positioned well to finance such acquisitions.

dairy cow numbers will be falling due to low milk prices. that will raise milk costs, hurting LWAY.

The news was worse than a 10% drop reflects. Based on $2.6M FCF and say, a 20x multiple, I could see Lifeway falling an additional 50% as the news sinks in.

Lifeway is an interesting small cap growth stock to follow with impressive sales & profits growth. Their net income has been steadily climbing & their success at market penetration shows a strength.

While their product lines are not that diversified, the key component is that they are benefiting from the double-digit percentage rise annually in yogurt industry sales dollars in the U.S. (multi-billion) as consumer's progressively become more health conscious. When Dannon runs their advertisements on the television for Activia for it's probiotic health benefits, Lifeway rides the cash wave. During a recession, it's staple goods that prove most resilent--when you can't go on vacation to the Fiji Islands, you go for comfort foods.

60% of Americans are overweight where these consumers are looking for healthy alternatives to their family's diet.

The expansion of distribution channels to multiple regional areas with giants Safeway, Kroger, and Costco should add several million in sales and also generate heightened consumer awareness. After all, with the exception of Kroger, Safeway is #2 and Costco #4 (bigger than Target Greatland Stores).

One misunderstood yet highly profitable market segment in ethnographic marketing is the East Indian community. I applaud Lifeway for going after this segment with their Lassi line which is very popular in this culture yet virtually unavailable on the shelves even in some ethnic grocers.

Final comment I'd add is that for a small outfit where their primary target customer is very loyal yet inquisitive, their website is informative and user-friendly.

Expect a surprise in earnings or you're the Fool.

Overpriced for current market, company looks growing and stable though, can be a good investment in a year or two

Decelerating revenue growth, decreasing margins. Niche product that would be easy to cut of your personal budget when times get tough. Plus it's currently trading at the upper end of its P/E range

This company pretty much feeds the entire American hunger for kefir. They recenty aquired thier closest competition, Helios Nutrition and it's a family ran business. I've been following this one for a while, and I like Lifeway. I think it's a safer bet during these unpredictable times.

Based on management guidance for 1Q08, a sales run rate approaching $1 million a week, moderation of milk prices, and increased consumer awareness of LWAY offerings, we're [increasing forecasts for] revenue of $49.935 million (formerly $48.5 million); and net income of $4.1 million or 24 cents a share (versus $3.8 million/23 cents). We expect 2H results to improve over 1H. Target: 13.65. Market cap: $203 million.

http://online.barrons.com/article/SB120855875704427677.html?...

Interested in Lifeway? Please join us on the CAPS discussion board (free version). LWAY is growing at a fast clip but STILL not translating sales growth into profits. Why? Let's see if we can figure it out.

pro biotics, pro lifeway

Health fad should hold for at least another year, and the Dairy council will only promote harder.

down $2 to $10

Strong management team with ownership interest, small, unfollowed company working in a health food market.

I noticed their products two years ago in ethnic stores, last year in an upscale organic type market, and last week in a standard large supermarket chain. There is growth potential here...

Strong company in a strong industry looks to peak around $26 I believe

http://www.mypivots.com/forum/topic.asp?TOPIC_ID=2290

Like the stats!

food and diary, hot industry
money flow in, just off the base (normal retraction from the hike.)
FA is ok, growth stock with small cap, 300 mil