Lifeway (LWAY)

[OldPro]

only have thoughts...

nothing more - as only the Smolyansky family knows. Absolutely think Danone has considered buyout, but I hope Lifeway would not go for a it just yet. Want them to wait for the possibility of a "Kefir craze" - which may come anytime over the next 5 years IMO. Then company will be worth lots more.

Danone owns a part of Lifeway now and would have to make some fairly significant changes to enter the kefir market - so I expect them to extend the non-compete just like they have in the past - for another year.

I own fewer shares than I have historically due the miss, but am ready to buy lots - finger is on the trigger - just trying for the best price and not sure where that is right now (maybe 10, maybe now as low as it goes - seems to be back on uptrend). They were so close to breaking out to the big time and then had the set back with the earnings miss and stagnant quarter over quarter revenue. The last quarter killed their IBD ratings - which is what many funds use to buy or sell.
I truly believe it's only temporary.