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Replies to #721 on Lifeway (LWAY)

NewJerichoMan

04/10/17 9:34 PM

#722 RE: Toxic Avenger #721

I have no position here. I saw they filed the K today because the share price drop triggered an alert. Nominal top line growth.

Not intimate with this company but I think the main headwinds are the below-average management (family-owned) and competition from "faux kefirs" because no one is really sure what the hell a kefir is. :-) It's not explicitly defined.

Kinda sits in a weird nexus, too. Milk consumption is down but yogurt is up. Makes getting a read on growth a bit tricky.

GT's put out a Coco Kefir (via an acquisition) a few weeks back, and if track history is any guide, they'll roll LWAY. A rising tide could raise all ships but I'm not inclined to wait around on this stock without overt trend data.

NewJerichoMan

05/22/17 12:31 PM

#723 RE: Toxic Avenger #721

Coming back to the curve. Still have a position here?