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Strategies & Market Trends : Value Investing

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To: NikhilJog who wrote (47264)	4/1/2012 11:36:01 PM
From: Paul Senior	Read Replies (1) of 78702

SVU. For now, I'm avoiding SVU. I don't understand their business model. If it's that all pricing decisions and/or buying decisions are centralized, then I'm not surprised that in the Very competitive grocery market where I live, SVU's Albertson's chain is generally overpriced and lacking variety and quality compared to all others -- and I have acess to all the major chains as well as several well-run, successful and superior local big-store ethnic chains - Mexican, Korean, and Chinese. EKS would likely have a more informed or balanced view than me, esp. as he has considered SVU's supply-chain distribution operations - a big part of the company.

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