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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (61533)12/11/2018 2:20:14 PM
From: Paul Senior  Read Replies (2) of 78714
 
UNFI. Certainly looks like I'm wrong about this one. Stock seems to have no bottom. Maybe grocery biz has become so competitive that no stock in the sector will gain market share. And UNFI's acquisition will be a disaster.

If acquisition of SuperValue drops UNFI earnings for a year or so, but if after that UNFI can just get back to where its earnings are now (pre acquisition), I would like to beieve that the p/e would be higher than it is now, 4x-5x. Too many if's though? Who knows?

I started buying in Sept and am down about 44%. I continue to add.
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