SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (65236)10/22/2020 2:38:26 PM
From: E_K_S  Read Replies (1) of 78774
 
yes and largest customer is Whole Foods. What I like is their Farm to Shelf distribution since they cater to many small growers. Check out their Web site.





FWIW, Paul Senior alerted me to this company. I never followed it before he posted. After some research I found their logistic services compelling. When I found out they acquired the SVU assets (a company I followed since the Albertson days), I knew the value of those assets. So the UNFI acquisition of those SVU assets, quite large fit perfectly w/ what UNFI was doing.

UNFI appears to have integrated those into the current operations. The next few quarters should tell Mr. Market that the current price is Significantly undervalued. I believe fair value is at/near $30/share.

Still holding but no New Buys. Avg cost around $7.50/share as I already sold off my high cost shares for a gain.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News