Danny, I like your pick.  I first owned this stock beginning in April 2005 @ $11.80 and only sold my couple hundred shares this past 2 weeks.  It gave me some good profits.  The current SSG that I created indicates this is a good time to buy.  I took it as a sell opportunity.  With money in the bank and the stock price essentially going sideways, I decided to capture my profits.  The return on equity has not been very good, although the sales and earnings have been great.  I have not learned of anything that would cause the price to drop as it did.  Down 25% in one day and it had several subsequent down days.  I wish you much profit from this selection.  I just think there must be some management problem that hasn't been revealed to date.  I think it is probably a good company, but not a good investment for me at this time.

Troy Segler

Thanks Troy, I too have removed all the money I put into it ,sold 300 at $30 and $35 and now only hold 100 shares. The hit in price was due to growth related issues by analysts. 40% was not enough for year over years Q's. they have a conference call Jan 8th.

With the breadth of applications their product is used for I see a much larger company in the future. I was quite pleased with mgt when they had the controversy over receiving tissue that was not properly recorded as being from donors. They have added many oversights based on who supplies the company now.

Danny

I have no knowledge of LIFC and I thank you for making others like me aware of it.

Congratulations on selling near the top after a great run for the past year or so.  The stock charts shows a top around 33 and thus it seems your timing to sell was great.

I am surprised you recently sold, now own only 100 shares and still picked this company as your choice for the contest. Do you view this as a long term growth stock or one more suitable for more frequent trading?  I recall you indicated you planned to hold this stock for the life of the contest but if the price were again to rise to 30 or 35 would you again sell?  

Thanks again for your participating in this contest.

Dan Hess

Thanks Dan , LIFC technology is used in procedures like grafting, be it dental (gums), hernia, burns etc. Very accepted in the medical community. Yes I do view this as a long term hold. I have already owned it for five or six years. Ususally when I have  four bagger like this i sell to recover my cost and some profit and let the remaining shares continue to grow. I hope this is the case with LIFC. If it were to go to $35 again I would be tempted to sell my contest shares but I plan to hold my real money shares for the forseeable future. This is a Roth holding for me. I have used the profits to further diversify in dividend paying stocks, which I prefer in my Roth account. Selling would be considered if they can't fend off competition or can't grow into other markets. Europe is on their horizon.

Hi Danny;   I have been looking at LIFC as a possible buy; however I see a couple of warning flags.  Maybe you have knowledge of what is behind some of these numbers?    SGandA was up substantially 2006 over 2005, I do read they have added sales staff to improve sales, so this probably explains this increase.  I read in The Fool where the company will be taking a $0.19/share hit this quarter for stock-based compensation - this represents 25% of estimated earnings.  I also see the share count has increased in 2003, 04 and 05.  Also, a current P/E of 46 is pretty high for my taste.   I agree with you that 4th Quarter Earnings release on Monday should be enlightening.

Thanks for sharing your portfolio.

Hi Karen, as far as the share count I believe the company has bought many shares over the past few years when the price was depressed, so that may benefit the company, depending on the options strike price. I have no idea what those strike prices might be. I did read the Fool report and since this is old news I am hoping that this has already been taken into account by the market movers. At this stage I need to see LIFC keep making he strides in sales and earnings and expanding into other than US markets. Regarding the 46 PE when compared to expected growth, theirs not mine, the PEG is reasonable. Like I said in my original post expect voliatility.

For all: please know I am not recommending purchase of this stock, it may be to risky for most. The earnings announcement will be interesting. I know the last call was broadcast from the website and I'll assume the next shall be also. www.lifecell.com

Jan 8th update; http://yahoo.reuters.com/news/articlehybrid.aspx?storyID=urn:newsml:reuters.com:20070108:MTFH86341_2007-01-08_14-24-15_BNG157100&type=comktNews&rpc=44 

The revenues came in as expected up 45%, missed analyst eps by 1 cent. Regarding Karens question earlier the est include cost of option compensation.

Update March 1st, 2007 for LIFC earnings. http://biz.yahoo.com/prnews/070301/nyth003.html?.v=67

Quarterly Revenues were up sharply again 45%, and operating earnings are looking good +56%, with more of the same expected for the 2007 year. I will hold even though the market is taking it down by 5% today. Year over year numbers are revenues + 51%, earnings 84%. Plus they have $77.8 million is cash with no debt.

4/02/2007 UPDATE:

After the first three months of the contest LIFC has seen the price remain flat. I have not noticed anything that would cause me to replace this stock at this time. Sales and earnings are growing nicely. On the attached SSG I project 20% on sales and EPS going forward. With that and a projected low of $19 the SSG shows a 3.3/1 UD ratio. I chose a projected High PE of 30, more likely to hover at than current 41 over the next five years and a low PE of 18 which is the market avg. I believe it will not go below or even get near that PE unless something out of the blue changes the outlook.

Last data available 12/06 Hemscott. I will update on the next earnings release.

4/25/07 NEWS

LifeCell 1st-Quarter Profit Skyrockets on Sales Gains  (AP) -- LifeCell Corp, on Wednesday said its first-quarter profit surged 58 percent on a 40 percent leap in revenue.