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Strategies & Market Trends : Value Investing
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Steve K
To: richardred who wrote (55049)6/12/2016 12:19:51 AM
From: richardred1 Recommendation  Read Replies (1) of 78745
 
RE- JVA I've added considerably more shares to my JVA holdings a couple of times since the last discussion on it, on this Value board The sales volume did drop dramatically since they lost GMCR sales volume. However the margins must have been terrible on it. I liked the recent quarterly profit and announcements about replacing some lost volume business with Walmart and another Calif. regional chain. I thought the SA guy did a nice recent piece on it after earnings. I personally won't mind adding shares in my portfolio below 5 or any extreme opportunities. It was mind boggling to see all the shares outstanding traded on the earnings release. SJM Smucker/Folgers had a good Qtr. report last quarter. I think this is a good sign along with better pricing that's coming off of coffee futures lately. I could be wrong, but if there is any consistency next earnings report and there is no hypothetical buyout attempt. If the market stays positive, I think it's within the realm of reason it could achieve an attractive return from here by years end. I think it's also fair to assume they might even land some more retail business to replace more low margin GMCR volume. thoughts

P.S. JVA gets a 71 out of 100 as a value rating from my broker FWIW
IMO JVA is an aggressive pick, but if diversified, a very good risk reward going forward.
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