Lifeway (LWAY)

[OldPro]

more optimistic am I...

with new distribution agreement and believe we've seen only a limited positive impact from food distributin agreement - expect to see something materialize there. with additonal capacity at headquarters going to see some improved margins and more aggressive marketing in attempts get closer to the 100 mil capacity they're now sporting. Rate cut environment favors growth - and this is a growth stock - which in the blink of an eye can easily get back to 40 - 60% yoy growth. They have very low market penetration and a great product.

think share buyback puts a floor on share price - hopefully they will support in $10 range and make this the bottom - chart seems to indicate this.

Some recent key developments:

-King Soopers picks up Lifeway - King Soopers operates about 140 stores in the Colorado area.

-Complete Expansion: "This expansion project gives us the much needed flexibility to finish moving the production of our Helios Organic kefir line, acquired in 2006, from its current production facility in Minnesota to our main Illinois facility, where we can use our larger scale and automated production efficiencies to produce at a lower unit cost."