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

To: E_K_S who wrote (61122)	7/26/2018 11:55:48 AM
From: richardred	Read Replies (1) \| Respond to of 78731

I almost pulled the trigger before on SFS I thought earnings were good. Nice move up today caught my attention. Although earnings just meet expectations. Not sure if earnings triggered the move or coattails from SVU . Quite a disparity from sales to Market value. I think in this area of low margins. Today's acquisition of these smaller retail food players , just might be the start of something more? BJ BJS WHOLESALE CLUB HOLDINGS INC comes to mind. This in light of Many Sam's clubs store closings which I think might have helped BJ's.

To: E_K_S who wrote (61122)	9/21/2018 4:40:02 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78731

UNFI reported quarter did not meet market's expectation, and the stock dropped sharply. Looking at UNFI's past ten-year record -- revenue growth, profits, p/stated bv, p/sales, etc. -- that stock drop today seems too great. UNFI's stock price is already depressed after UNFI announced they were acquiring food retailer SVU. If UNFI can maintain its share of business though, and if UNFI can integrate SVU, then UNFI stock here should be a very good revert-to-mean play. I'm in today for a starter position. Stock could possibly double in two years. Downside from this point, seems limited. Otoh, it's easy to see competition from WMT, SFS, AMZN, etc. So maybe the stock is not cheap going forward with so many competitors (including restaurant take-away and growing restaurant home delivery), and maybe UNFI will not be as successful as UNFI management and investors here hope. finance.yahoo.com From Motley Fool: ... United Natural Foods stock fell 8.5%. The natural foods distributor reported fiscal fourth-quarter financial results that included sales gains of 11% and a smaller 6% increase in adjusted earnings per share. Yet that pace of growth wasn't quite as strong as those following the company had expected, and United Natural pointed to pressures like higher freight costs in holding back its bottom-line performance. Some investors aren't sure how the acquisition of grocery store chain SUPERVALU help United Natural, and with the potential for difficulty in meeting guidance for the full year, shareholders seem nervous about the long-term vision for the natural foods distributor.