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 : Turnarund Investing
NOVS 0.0666-16.0%Aug 1 5:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: batman10023 who wrote (1794)7/13/2012 7:00:06 AM
From: KyrosL  Read Replies (1) of 1876
 
SWY doesn't have that much less debt relative to revenue than SVU. Don't know about their union and pension issues. In terms of p/e, at yesterday's price SVU was selling at half SWY's, projecting SVU's 0.19 for the whole year. SWY dedicates one third of its free cash flow to its dividend, so one could argue that it has less financial flexibility than SVU, at least in the short term.

SVU is a trade for me, as are all my turnarounds. I think any rumors or hints that SVU may be able to sell some of its pieces will make the trade work.
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