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Strategies & Market Trends : Value Investing

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To: MCsweet who wrote (54415)10/14/2014 2:02:04 PM
From: richardred  Read Replies (2) of 78717
 
FWIW-I do own some JVA and still like it. The big doubt here might be. Did they hedged correctly this time? In the past, the company's record for hedging hasn't been very good. They had much lower sales with higher margins. If I remember right they are carrying some extra inventory. This might bode well if their customers worked off a good portion of their inventories do to higher prices beforehand.

P.S. I still do believe a company like Sysco would make a good fit, or GMCR would eventually like to own part of their supply chain. . IMO it is a good value here. I do use my Keurig every morning. <g>
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