Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

ULBI 6.880

-0.7%

Nov 4 3:59 PM EST

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richardred

To: E_K_S who wrote (5220)	6/5/2019 1:06:32 PM
From: E_K_S	1 Recommendation of 7242

UNFI earnings tomorrow and will be looking at their recent SVU acquisition and how they are consolidating those warehouse/logistic assets. I expect more write downs and they still have those Cub stores left to sell (most all of the other retail SVU stores sold to Private Equity). Balance sheet still pretty good. They now have an expanded distribution footprint w/ a stable full of small farmers/vendors. Maybe UNFI will work w/ larger companies like BGS to help in distributing their line of products. If there are some one time write downs (say Goodwill), stock could test new low and would be a good chance to pick up some undervalued shares. Using the GN model valuation based on EPS estimates, stock is undervalued. If/when they post a few quarters EPS (after SVU asset sales), stock s/d be valued at/near $30/share. EKS

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