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Strategies & Market Trends : Value Investing

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To: Madharry who wrote (65000)	9/30/2020 2:56:05 PM
From: E_K_S	Read Replies (1) of 78774

That was my thought. There was speculation that Whole Foods account would get terminated but that was 18 months ago. Those warehouse assets in MN that were acquired from SVU expands their 2-day delivery footprint throughout the Midwest. Amazon needs that to move their grocery delivery to next level so that is how certain assets (operating & generating profit) would be worth much more than 5.5x Forward earnings. UNFI is generating FCF that is paying down debt too. You may/could see KR and/or Wall Mart kick the tires as they expand their grocery business. FWIW, their SMA(200) is around $13.85/share and may nibble at a few shares if it sells off. EKS

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