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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (78350)	10/27/2025 8:38:18 AM
From: Elroy	Read Replies (4) of 78411

Curious what you think about BGS these days? I haven't owned it for a while, but I just looked at their previous Q2 2025 results. EBITDA (adjuested for a loss on a divestiture) is about $60m, so perhaps BGS does (at least) $220m EBITDA per year? Market cap only $360m, so market cap = 1.6x EBITDA. Cheap. They still have about $1.9 billion long term debt, but they also pay a 76 cents per year dividend (not bad for a $4.50 stock). They've got about $16m per year in (non-cash) depreciation, any idea why? Food processing plants, or something like that? That depreciation makes the net income number look a lot worse than the cash flow number, and cash flows are perhaps more important (although net income would be nice!). I was looking at GIS and it seems to be in a downward spiral, I was trying to find a large blue chip food company that's doing well rather than these turkeys.

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