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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (61768)	2/27/2019 7:34:17 PM
From: E_K_S	Read Replies (1) of 78919

Yes saw that Buffet interview on CNBS today. Many if not all of these food distributors/manufacture must update their legacy product portfolios. They just can not buy someones older brand and put lipstick on it unless they change the product ingredients/process maybe look at using their manufacturing to do private label brands. The key is new and more health foods. That is why I like UNFI with all of their small 'organis'/natural suppliers. They can grow those brands, repackage and even prepare 'fresh' meals. The only positive is you can change a $5Bln company eaisier than a $30Bln company. Some of the ones I am nibbling at are under $500mln and even UNFI w/ their SVU asset purchase tops $3BLN and they still will sell those 34 Cub food stores they got in the deal and that should bring in $400mln maybe more if they sell other assets that do not work w/ their distribution/logistic plans. My 'value' Ag basket is under water except for AMNF that just reached $105mln market cap. That buy in 2010 has floated my Ag basket again as it is a 5 bagger as of today's close an all time high. Also got 36 dividends and I think the company has 60 quarter of paying a divided, unheard of for a micro-cap. FWIW mentioned here on this thread too. My guess is AMZN eventually acquire UNFI. UNFI has been in a 10 year partnership w/ Whole Foods and they will now have the logistic/distibution to support AMZN. AMZN also need a private lable manufacture (maybe BGS). It's difficult to know what to Buy and what to pay especially if there is a huge legacy product change that must be done. Lots of Brand Goodwill goes 'poof' and your value stock is no longer a value play. Good Investing EKS

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