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

To: Ridge Stanislas who wrote (45406)11/13/2011 2:44:41 PM
From: richardred  Read Replies (1) | Respond to of 78704
 
FWIW-I've had FARM on my watch list for a long time. I'm glad I never pulled the trigger when I was seriously thinking of buying some. I do think things are improving there. I do think it's a value when compared to other competitors JAVA GMCR. Personally I actually like the price at current levels. I myself have consider entering it. The company has been sinking since Roy E. Farmer, committed suicide in January 2005 at age 52. They bought the Sara Lee’s Direct-Store Delivery Coffee Business and looks like they did a poor job integrating it. If they can successfully bring profit margins back. With the low number of outstanding shares I like the risk/reward potential. I could be wrong again.

Message 23698881



To: Ridge Stanislas who wrote (45406)11/13/2011 3:19:25 PM
From: J Mako  Respond to of 78704
 
Hi Ridge,

Take this with a grain of salt. I've had only a cursory look of the statistics:

Average FCF/equity in the last 5 years is about 10.4%. It's currently trading at 0.8 P/B. So, at the current price, you are getting it at ~12% cash earning yield.

Not super cheap. But looks like there is some truth in the non-GAAP argument. But really need to look into its business.


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