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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE -- Ignore unavailable to you. Want to Upgrade?

To: norm roberts who wrote (1290)	3/16/1999 11:27:00 PM
From: joao bilt	Respond to of 2453

I agree, for a young, aggressive company like Yogen Fruz it's more important for them to show good top line growth. Management needs to obtain market share and not get caught up on quarter to quarter earnings. If they can continue to deliver top line growth, bottom line growth will eventually catch up. Last year YF reported $90,000,000 in revenue up from $43,000,000 in 1997, and $23,000,000 in 1996. I am expecting to see $140,000,000 in revenue this year. If the company can deliver, we will all eventually be rewarded.

To: norm roberts who wrote (1290)	3/17/1999 9:45:00 AM
From: AGORA	Read Replies (2) \| Respond to of 2453

Good plan, Norm. YF may not be perfect but if you hold for the next two years, the odds are heavily in your favour that you will be rewarded. There was a good article in the Globe & Mail this past Saturday titled "The lonely Value Investor". The gist of the article is that value investments are out of favour in the current "get rich and make 20% in one day" climate. The fact of the matter is that Nasdaq is offering too much opportunity to make thousands of dollars per day and that is where all the action is going. In fact, we have taken our $3.00 YF position and parked it while we trade the Nasdaq on a daily basis. For now, there is some good money being made. For example, our readers acquired Network Solutions (NSOL - the domain name registration company) at $150 less than a month ago and it hit a high of $282.50 yesterday. Even 20 shares would give you $2,600. So how can YF compete in this environment? Sooner or later, the fast money will have to end. When that occurs, investors will return to value and YF will be a great candidate. Hold YF long. Regards, AGORA agoracorp.com