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Strategies & Market Trends : The Round Table: A work by the squares of the SNDK thread.

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To: Ausdauer who wrote (29)	3/9/1999 10:53:00 PM
From: Paul Senior	Read Replies (4) of 194

Ausdaurer: re WFMI, others: I don't have good answers (or even answers) for all your questions. I believe WFMI will grow overall sales by increasing the number of stores they have. The stock will rise as they become more dominant (increase number of stores) in the upscale grocery store market. And this will happen (IMO). They've got a model that works (see Yahoo msgs)-- they seem to be doing good business; certainly that's so of all the stores I've visited. There is indeed a problem with this stock. I think it's WFMI's emphasis on health suppliments/vitamins/etc. Currently these are out of favor (see GNCI, for example). WFMI will get through this IMO, because their store reps are very knowledgeable and provide a valuable service to the customer (that's IMO-- and I've been wrong many, many times before.) I offer this stock as what I am buying as a long term investment. Perhaps it's not what you or others are looking for. Perhaps also, I myself, will not have the patience to await a better stock price for this company. Aside: certainly, there is NO stock... NO stock... that I see out there that was as good an investment as SNDK under 13. But again, for me, investing is a long term process- I don't expect every investment to be comparable to SNDK. Meanwhile, I'm interested in WFMI because I patronize them, and it's a business I can fool myself into thinking I can evaluate. You seem to be interested in revenue growth/store. Another stock I have bought at current prices is DANB. Dave & Buster's is growing revenues rapidly. And earnings are increasing. It's another you might look at. Did I pick up correctly that you live in the Chicago area? I'm buying Del Webb (WBB) which is the number 6 homebuilder. A play on demographics. They are successfully (that's IMO) bringing in an "active lifestyle" (-g-) community to the Chicago area. Also, I'm with the previous posters. I've bought IDTC too. I think it looks like a 'reasonable' internet and telephony bet. JMO, Paul.

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