InvestorsHub Logo
Followers 49
Posts 3672
Boards Moderated 4
Alias Born 07/09/2003

Re: gfp927z post# 543

Wednesday, 11/14/2007 10:05:12 PM

Wednesday, November 14, 2007 10:05:12 PM

Post# of 753
milk prices dropped big...

in the 2nd quarter and then shot right back up - mostly due to speculators IMO - but I really thought they would continue lower due to corn yields being high. Milk prices seem to have stabilized (maybe) but LWAY should simply raise prices - that is the unfortunate answer IMO. The cost of doubling capacity is likely almost done and I'm uncertain on how much it costs to open a retail store (permits, rent, equipment, employees, etc.) but do know that they should have great margins on what they sell since they make it.
Growth should continue to be strong IMO and 30% is sustainable - but you are absolutely right - they need to bring the EPS growth up to the revenue growth. PE of 60 is defintely high given the EPS miss this quarter- and market is not be merciful right now to EPS misses.
Volume:
Day Range:
Bid:
Ask:
Last Trade Time:
Total Trades:
  • 1D
  • 1M
  • 3M
  • 6M
  • 1Y
  • 5Y
Recent LWAY News