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

To: richardred who wrote (55049)	4/10/2015 5:23:12 PM
From: Paul Senior	1 Recommendation Recommended By MCsweet Read Replies (1) \| Respond to of 78717

JVA: I'll start a few shares of the coffee company at current price. Company says it's trying to transform business and enhance shareholder value, and maybe it is actually taking steps to do so. finance.yahoo.com "We are about to embark on a transformation in our business that phases out hedging and short-term trading of coffee futures and options contracts to focus more on our core businesses," said Andrew Gordon, president and CEO of Coffee Holding. "Given the volatile nature of commodities markets, these trading programs have led to inconsistencies in our bottom line, obscuring the success we have realized with our wholesale green coffee distribution and the sale of branded and private label products. We expect the reduction of trading will lead to more consistent results, and represents one of our first steps to enhance shareholder value." finance.yahoo.com

To: richardred who wrote (55049)	6/12/2016 12:19:51 AM
From: richardred	1 Recommendation Recommended By Steve K Read Replies (1) \| Respond to of 78717

RE- JVA I've added considerably more shares to my JVA holdings a couple of times since the last discussion on it, on this Value board The sales volume did drop dramatically since they lost GMCR sales volume. However the margins must have been terrible on it. I liked the recent quarterly profit and announcements about replacing some lost volume business with Walmart and another Calif. regional chain. I thought the SA guy did a nice recent piece on it after earnings. I personally won't mind adding shares in my portfolio below 5 or any extreme opportunities. It was mind boggling to see all the shares outstanding traded on the earnings release. SJM Smucker/Folgers had a good Qtr. report last quarter. I think this is a good sign along with better pricing that's coming off of coffee futures lately. I could be wrong, but if there is any consistency next earnings report and there is no hypothetical buyout attempt. If the market stays positive, I think it's within the realm of reason it could achieve an attractive return from here by years end. I think it's also fair to assume they might even land some more retail business to replace more low margin GMCR volume. thoughts P.S. JVA gets a 71 out of 100 as a value rating from my broker FWIW IMO JVA is an aggressive pick, but if diversified, a very good risk reward going forward.