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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: leboeuf who wrote (41440)2/16/2011 7:03:44 PM
From: Kapusta Kid1 Recommendation  Respond to of 78751
 
Hedge Fund buys SVU

thestreet.com

I am long FBC...



To: leboeuf who wrote (41440)3/7/2011 12:37:42 PM
From: E_K_S  Respond to of 78751
 
Hi leboeuf -

Welcome to the Value Investing thread and I look forward to your continuing comments on SVU. Here is some recent news. I still like their distribution & logistics subsidiary. To me, this is their hidden crown jewel and a steady contributor to their cash flow.

Re: SuperValu Inc. Common Stock(NYSE: SVU )

Didn't know they even had an insurance subsidiary. Good sale by the company. ( riskplanners.com )

Arthur J. Gallagher & Co. Acquires Risk Planners, Inc. (a Supervalue subsidiary)
finance.yahoo.com
From the article"...Arthur J. Gallagher & Co. (NYSE:AJG - News) today announced the acquisition of Risk Planners, Inc., a wholly owned subsidiary of SUPERVALU INC., in Eden Prairie, Minnesota. Terms of the transaction were not disclosed...."
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C&K Switches to Supervalu - Mar 1, 2011
supermarketnews.com

From the article:"...Unified Grocers here said Monday it will lose a retail member in the Pacific Northwest when C&K Market, Brookings, Ore., switches to Supervalu as its supplier.

Executives at C&K and Supervalu could not be reached for comment.

C&K operates 61 stores, of which 40 operate in Oregon and 22 in Northern California. Although the chain's total volume is estimated at $460 million, a Unified spokesman said the member-owned cooperative would lose "less than 3%" of its $4 billion volume.

Minneapolis-based Supervalu will reportedly supply C&K's stores out of a facility in Gresham, Ore...."

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Nice to see that their logistics & distribution segment is expanding their reach into No. California and Oregon. I wonder if SVU has any plans to open up new stores in Oregon?

EKS



To: leboeuf who wrote (41440)10/20/2011 12:29:05 AM
From: Lazarus  Respond to of 78751
 
don't post here often but i see you mentioned SWY and i happened to pick up some shares recently.

locally the stores we have are VONS and i have to admit that i dont shop at VONS because a major competitor is only 1 block from our home.

we do a lot of our shopping at Costco but i find myself almost daily at the local store. if it were the case that VONS was the nearest that is where i would go --- it just isnt the case. the VONS stores are very nice and a bit pricier --- but very well laid out.

i happen to notice that the local VONS offers delivery. i havent checked into the cost but the first time you order online the delivery is free. not sure how many people take advantage of this. i may give it try.

SWY has been buying back shares and given that they are a household name for as long as i can remember (i'm 59) i think the stock is a buy here and will be back around 22 by year end.