Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Let's Make REAL MONEY (Big, long-term cap. gains) -- Ignore unavailable to you. Want to Upgrade?

To: John Ritter who wrote (48)	12/18/1997 3:31:00 AM
From: mark cox	Respond to of 135

Hello everyone. This thread's title is what I strive for, Big and Long. I have a great company that should do very well over the mid and long term. It is: Lifeway Foods ( LWAY ) nasdaq This company produces kefir. It is a virtually unknown product in this country yet catching on rapidly. Lifeway Foods is the leading producer of it in the U.S. with no real competition. The company has been profitable and growing rapidly for 11 years. The fundamentals are great with a net profit margin around 400% greater than their industry average. Cash flows are very strong. LWAY has just opened their new large facility which will increase their production capacity by 1500%. Today they announced the launch of their new functional food 'BASICS PLUS'. On Tuesday, the Motley Fool posted a Daily Double press release. fool.yahoo.com biz.yahoo.com To give you a real quick nice graphical view of what this company has accomplished over the past several years please go to the following site: www1.wsrn.com When you get to that site you can put in 21 different fundamental variables and see what they have been over the past 7 years. LWAY just recently started selling their products in both Whole Foods Markets and Wild Oats Market, the two largest supermarket chains of their type in North America. I won't spend a whole lot of time talking about the specifics of the company because there is a forum here on SI under Specialty Retail at: techstocks.com For those reading this who are not members of SI please enter LWAY in the search box at the bottom of the page. If you will go to post # 25 at the site you will see my reasons for LWAY being a 30 bagger in the next 6 to 7 years. Since that post the stock has more than doubled so it should be a 15 bagger from here. Lifeway's website is: kefir.com If anyone has any questions about LWAY please don't hesitate to ask. If you are a Peter Lynch type of investor this is the type of stock you are looking for. Mark Cox oxull@net-magic.net

To: John Ritter who wrote (48)	12/18/1997 5:07:00 PM
From: Don S.Boller	Read Replies (3) \| Respond to of 135

John: Glad to hear from you. Questions you pose have no quick and easy answers. But, let me offer a few thoughts. (1) Unless you are a techie and really on top of the business - it is extremely difficult to pick the really big long term winners except in hindsight. Even then - you may be fooled by companies outside of your area of expertise. Many tech companies go thru fits and starts, etc....so, what to do??? I suggest that there is no solution but hard work. You must study and dig, dig, dig. Maybe the answer is to con- centrate in one broad area of high tech - such as telecommunications Whatever appeals and that your knowledge let's you have a chance of understanding developemnets as they occur. Then pick some of the present leaders to follow - don't have to buy - but get to know them and their products, approaches, and dreams, if you will. Also add in some new entries to the field - may be recent IPO's What do they bring (new)to the game. Lastly watch for upcoming IPO's in the area....do they have a new mousetrap, or just a quicker cheaper old one. After following the cos. for a while - you may get a feel for market leadership, innovation and relative strength vs. the group. (Charts are helpful). If you like the general mkt. outlook - make a trial buy of a couple of the best. If, your working "model" proves out - and your picks outperform the group - add to your hold- ings. As long as things progress (allow for mkt. corrctions to create some pullbacks) and your stocks remain strong versus the group - you are on your way to real profits. (2) maybe enough for this post. Hope I've spurred you on...questions? Don