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Strategies & Market Trends : Dividend investing for retirement -- Ignore unavailable to you. Want to Upgrade?

To: RumbleFish who wrote (14205)	2/5/2013 12:46:14 PM
From: Steve Felix	Read Replies (2) \| Respond to of 34328

AMNF - had plenty of time, but just never stepped up to the plate. ESP at $25.06, just below 4% yield on the recent raise. Sequestration may give an even better buying opportunity. I think the $14 million in cash showing on Yahoo is a little high and doesn't reflect the recent extra $1 dividend. Still plenty of cash for another extra this year though.

To: RumbleFish who wrote (14205)	2/5/2013 1:40:13 PM
From: E_K_S	Read Replies (1) \| Respond to of 34328

Re: AMNF It's possible that the company may be considering a stock split. Last time they did (almost 3 years ago), they wanted to keep the price below $1.00/share. There is some accounting benefit by keeping the price below $1.00/share ( I believe it's the types of forms they must file). Also, there is speculation that the dividend would be raised too. I did a 5% sales at $0.96/share but still hold a large core position w/ a basis around $0.75/share. EKS

To: RumbleFish who wrote (14205)	4/24/2013 10:39:06 AM
From: E_K_S	3 Recommendations Read Replies (3) \| Respond to of 34328

Re: Armanino Foods of Distinction Inc. (AMNF) - All time high w/ $1.60/share target price last - 1.14 0.05 +4.59% Armanino Foods of Distinction, Inc. Announces Record Profits for the First Quarter of 2013 Edmond J. Pera, President and CEO of Armanino Foods, said, “We are pleased with our record-breaking profitability for the first quarter. Favorable changes to our sales product mix, as well as our recent sales price increases, were significant factors contributing to our strong financial results. While our sales for the first part of the quarter were below last year’s level, activity for the latter part of the quarter picked up significantly with the quarter ending with very strong results. This trending suggests to us that, as we have seen before, customers ramped up their purchases prior to year end 2012 in anticipation of the 2013 price increases.” ----------------------------------------------------------- From the Connecticut comments Blog: "...Armanino has been growing its EPS year after year by large percentages. It outperforms all of the large food companies on that metric. Despite that outperformance, Armanino is saddled still with a low multiple. Most likely that is due to the small cap nature of the company. Nevertheless, at some point, the market will better recognize the full value of Armanino and the shares could rise by 25% just from that alone. Meanwhile, Armanino continues to pay a hefty dividend. Last year, the stock paid 6 cents in regular and special dividends. That is a return in the mid 5% level at the current price. Further, because of the extremely low price/earnings multiple for Armanino, an acquisition of the company would be immediately accretive for essentially every large food company in the market. The is certainly no guarantee that there will be such an acquisition, but the prospect is certainly a sweetener for an investment in the company. The eighteen month target for Armanino is now $1.60 and we recommend it as a strong buy. ..." ------------------------------------------------------------------------------------------------------------------ I continue to collect my dividends and have built a nice position (started 10/2010) w/ an avg cost basis around $0.70/share. EKS