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Non-Tech : The Children's Beverage Group (TCBG)

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To: RBM who wrote (1350)8/6/1998 8:48:00 PM
From: Ken Berns  Read Replies (1) of 2452
 
Just a thought or two. While the overall market doesn't look tremendously good and the small cap market is far worse yet, TCBG still looks well positioned to me. We have a company that we believe has zero debt in a market worth a billion dollars with a superior(protected) packaging concept. The company rather than rolling the dice an attempting to displace the market leaders has focused on entering a segment of the business that should prove non-competitiive.

In the event there is an economic slow down will kids forget about flavored water and juice? Will parents send the youngins off to school with instructions on how to work the drinking fountain? Will all the retailers stock their shelves with non-private label product? I think not.

TCBG has shown its credibilty with the deals with Winn Dixie and Wal Mart. Not bad for a company that didn't have product. What this yes to me, and many on this thread, is TCBG has everything in place to be a very big winner. In my mind day to day price movement simply does not matter. In a short period of time the temptation will be "shouldI I sell and take some profits". That is the time it may prove beneficial to remember we are in a billion dollar market with a superior(protected) product and no debt. Will we be a buck and a half stock for long?
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