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Strategies & Market Trends : Value Investing

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To: richardred who wrote (60499)	3/9/2018 5:49:24 PM
From: E_K_S	Read Replies (3) of 78740

Re: BGS & ROC If their plan is to pay off $125mln of debt out of FCF in 2018 and their dividend is around $125mln, I wonder if they would book 100% ROC. There is no set rule how their accounting group reports that and from what I could determine IRS rules for ROC can vary by company structure. The key is to watch EBITDA and the growth of that number. UNFI reported good earnings. I need to drill down on their product portfolio and see how it matches up w/ BGS. I think BGS's new acquisition filled in some of the gaps. United Natural Foods beats by $0.16, beats on revenue United Natural Foods (NASDAQ: UNFI): Q2 EPS of $0.71 beats by $0.16. Revenue of $2.53B (+10.5% Y/Y) beats by $80M. ------------------------------------------ UNFI's long term Debt to Net income is only 3.45x (below the Buffet rule of 4x). They pay no dividend. United Natural Foods, Inc. is the largest publicly traded wholesale distributor to the natural, organic and specialty industry in the United States and Canada. United Natural Foods serves a wide variety of sales channels including conventional supermarket chains, natural product superstores, independent retailers, eCommerce and food service. EKS

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