Yogen Fruz IT'S ALIVE, IT'S ALIVE Message Board

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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE

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To: JD_Canuck who wrote (912)	12/11/1998 8:35:00 AM
From: Stocker	Read Replies (1) of 2453

A guy I used to trade with used to say "To live or die by the chart is to die". Sounds really corny but it's usually true. As for YF, my Reuters shows stochastics and MACD indicated buy in mid-November too. Price is now $1 lower. If you bit in Nov. based on the chart you paid too much. What YF is really buying in EPIE is their store shelf space. You can then pull the under-performing products and add in YF products. This is a much cheaper route than trying to win new shelf space in competition with other brands. The potential problem I see for YF is not sales in US/Cda but overseas. Many of their foreign markets (LatAm and Asia) are hurting right now and I think this is where the market expected a lot of growth to come from. The reporting problems have apparently been straightened out but now it's the numbers on the reports that they have to fix. At $12-14 there was a lot of growth priced into this stock. To get back over $10 they need to shake concerns that growth has slowed. Whether it's a short-term blip depends on how fast they can ramp up foreign sales and integrate EPIE. If they pay up for EPIE, integration cost savings will have to be even greater and that is an area where they not met expectations in the past. Also, as I said before, YF is moving more into grocery where margins are lower. That means they need lots of volume and there's less room for error. If they can get EPIE, more and more of their sales will be US oriented and that will reduce the impact of foreign problems. Still, not overpaying for EPIE and it's integration are the keys to a near term pickup in the price. The foreign situation looks to be a problem for a while longer.

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