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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE
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To: Graham Dellaire who wrote (954)1/11/1999 10:22:00 AM
From: Stocker  Read Replies (1) of 2453
 
Still haven't bought back into YF but not ignoring it at these levels either.

Lots HAS changed since YF was at $14/share.

The market has a different perception of what future growth will be, so you get the stock price we have now.

At $14 there were a lot of lofty expections priced into this stock. In recent months the market has had to deal with the accounting thing. I agree it shouldn't be a be a big concern, but it is to some so it's reflected in the price. As for Asia, it just might not come back for a long time. Japan has not come back for 10 years and Asia needs Japan to pull it out of it's rut. Then there's the question of management. Integrated Brands management has taken a much larger role in management of the company. They have a reputation for building companies, then selling out to the highest bidder. So, some would argue that YF is going from growth oriented family run business to a future takeover play. Future revenue growth under that strategy may not be the same as investors have come to expect. That's the way institutional investors are leaning right now. Smaller investors seem to feel differently. It remains to be seen who will be right. People I've talked to recently feel $6-8 would be the takeout price for YF.

All that said, YF has put in a good base and it doesn't look likely that we'll see $4 again, baring a disppointment with EPIE or earnings at least. Those are the two things I'm watching right now.
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