Value Investing Message Board

STOCKTALK

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 : Value Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Senior who wrote (61336)	11/30/2018 3:19:15 PM
From: Paul Senior	Read Replies (1) of 78744

UNFI. Man, the market really does not like United Natural's upcoming acquisition of grocery chain Supervalu. Maybe it's because the business model shifts from primarily a distributor, to being more in the fray with having to fight in the fierce grocery store business. UNFI's last quarter disappointed, but overall (past ten years) the company imo shows impressive results: tripling of revenue and stated bv. With acquisition of Supervalu, the company takes on a lot more debt, which is apparently scaring off UNFI investors. Here's a summary article: realmoney.thestreet.com Some metrics though look pretty good: low p/e, low forward p/e, stock selling at 10-year low and below tangible book value (before consideration of the acquisition). I add to my position as stock falls. finance.yahoo.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next