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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (61520)	12/7/2018 12:24:44 PM
From: E_K_S	Read Replies (1) of 78708

I had a chance to review UNFI before the market opened and decided to start a position. Actually bought two times this AM (1) first Buy at $17.05/share and (2) 2nd Buy at $14.59/share. There is some good value in the remaining SVU assets and if UNFI can do that integration they discussed, then it should help w/ their margins too. Not sure if UNFI got the SVU warehouse facilities located in MN as Target was looking at these so maybe part of the UNFI plan is to sell the stuff they do not need and integrate what's left. Much cheaper to do that than buy new. Total position still small and part of my AG/Food basket which I want to expand. I suspect other food/AG companies trying to re-invent their production/services. FWIW, bought more DF adding another 20% to my losing position. It is now selling below 0.8x BV and even after their dividend cut, now yielding 2.5%. EKS

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