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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (61667)1/31/2019 12:30:59 PM
From: richardred   of 78682
 
I thought UNFI was overly punished of late. I still hold some BGS shares. I'm Waiting for BGS earnings in late FEB. Food companies missing earnings will IMO not be treated kindly. So I wait for a possible opportunity. I hope your right on conservative acquisition approach. The disclosure that Hershey's made of Pirates Brands acquisition to be accretive, at the price they paid. This leads me to think it will be hard to replace this higher margin business. In the food industry rising transportation costs were a big issue. Gas prices have come down. So I'm hoping transportation cost are under control now.
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