SI
SI
discoversearch

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 : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (44434)9/21/2011 1:13:11 AM
From: richardred  Read Replies (1) of 78751
 
Thanks for the update, that PR came in after I left for work. I was mainly thinking Campbells for LNCE back in July. I like the fact insiders have been buying at LNCE. IMO you can't go by recent financial data on LNCE because it's a new merged company. I don't think the integration of Synders into Lance has been fully appreciated yet. So it's hard to get a true valuation yet. Still with LNCE. It would more than likely have to be a friendly deal. Insiders own a big piece. They are also under going high input food costs, they can't pass along fully yet. Speculative fever aside, I sure do like my STELLA DORA cookie, Ok, cookies, with my Coffee in the morning. :+ ) Just maybe CPB will think soup and crackers go together with cookies and cookies. STELLA DORA & Archway with Pepperidge Farm. Anyway, I'm in for the longer term if nothing develops. Yep, I make some big mistakes and take on high risk situations, But IMO LNCE is a lower one for myself.

What we do know. We have two heavyweights Nestles & Con Ag looking in the food space. Flowers just made a small bolt on.

RE: Seneca Foods Corp I agree on much of what your saying. Just thought I remember seeing them in the local news for an acquisition they were making. One that fell apart. Their plant is the next town over from me.


FWIW
messages.finance.yahoo.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News