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Author: leaderoftheback Three stars, 500 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 469  
Subject: Re: LWAY Q3 Date: 11/15/2012 8:01 AM
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Hi Howard-
#1- If I were holding LWAY, I would not be in any rush to sell it. I have not had a chance to look, but #2- I've see quite a few new LWAY items on shelves in my area. That is new. That would reflect on top line growth. #3- dairy prices are decidedly not down. I've only just read that in your post, so will swing over to the LWAY news when I get some time, try to figure why they would say that (and what it means for the future).

Takeaway- new products = top line growth. Will consumers buy them time after time? Don't know. However, the way LWAY accounts for supermarket business (subtracting shrink and slotting, etc.) is very conservative, wise, and unusual.

More later.

-Randy
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