Income 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.

Non-Tech : Income Investing

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

Recommended by:

Graustus

To: RJCogburn64 who wrote (39763)	7/26/2019 10:25:27 PM
From: richardred	1 Recommendation Read Replies (1) of 52052

Through a SI search on BGS. I've been in the same train of thought with some SI BGS investors. This on the dividend and many other areas. I'm also guessing the big holders are short against their position. I also will not be selling my position at a loss as of yet. I once picked this company as a 2018 possible target or merger candidate with Pinnacle foods. Since then BGS has floundered, and Well, Pinnacle happened to be bought by Conagra. The merger hasn't gone the way CAG planned. Of coarse BGS hasn't gone the way I planed either. Food awareness and consumer tastes have changed . Especially in the last few years. IMO In the not to distant past. The food group used to be considered a fairly safe investment group for dividend and moderate stock price appreciation. That's not the case for most in that group any more. IMO the food group is a lot different than the retail trade group which has also been beaten into oblivion. For retail to compete. The big merger try. This being the merger of scale to compete and have cost synergy savings. I think EL merged K-Mart & Sears for Amazon survival. It totally went down the tubes. Maybe Penny's is next?This along with many other well known retail chains. I could be wrong, but I still believe FOOD mergers especially of BGS size still have possibilities. I still believe innovation and niche accretive acquisitions will bring something to build on an eventual floor bottom . The food group is know doubt struggling and trying to stay competitive through acquisitions. The acquisitions being accretive, or specialized areas, and new growth orientated ones. Think Beyond Meat and eventually Impossible foods if you think the food group can't have fire anymore. Message 32095862 P.S. It's just a theoretic guess. Maybe Treehouse and BGS eventually merge for economies of scale? There seem to be some synergies to be had. Along with cost savings, and a better competitive advantage as a whole? On a possible hypothetical deal. Hypothetically I don't see anything other than a equal in current price stock deal in a combined company. However, I do believe as a combined company. BGS shareholders will recover their investment faster. Treehouse is trying to sell their cereal Business to Post and is still undergoing FTC overlook on that deal. They already sold a snack business. So perhaps a hypothetical wait as well.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next