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 (61774)	3/6/2019 6:20:09 PM
From: E_K_S	Read Replies (1) of 78918

Re: UNFI I went to their Web site and reviewed their presentation. Some large impairment charges from the SVU acqusition which was not unexpected. I was surprised that they already sold almost all of the retail stores except Cub Foods and one other. The plan is to still sell those remaining stores. I will have to look at the GN valuation calculation after these impairment charges (reduces BV) but still based on adjusted EPS, GN fair value probably still in the low $30's. A quick calculation of their PE based on what was reported comes in at 8. I was ready to make another add today but see my last Buy was at $13.26/share. KR is one I watch and based on their current valuation, UNFI is still quite cheap. EKS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next