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

To: Paul Senior who wrote (61493)	12/1/2018 10:15:08 AM
From: E_K_S	Respond to of 78715

I have been using barchart.com for my forward estimates. It is mostly accurate but has a lot of information in one site. Here is the link for UNFI Looks like Barchart 2019 EPS estimates are w/i the range of the others. Yes very low historical PE. Notice the EPS growth rates also positive for 2019 & 2020. I tend to focus on the growth rates. Many times the deep discounts are obtained when growth rates are negative and/or coming out of a negative range. As I recall one of the assets that Supervalu kept was some wharehouse assets in the midwest. I need to see if they sold that or still have those and those facilities might integrate well in the new UNFI operation. EKS

To: Paul Senior who wrote (61493)	12/7/2018 9:02:42 AM
From: E_K_S	Read Replies (1) \| Respond to of 78715

United Natural Foods misses by $0.14, beats on revenue Dec. 6, 2018 4:09 PM ET United Natural Foods (NASDAQ: UNFI): Q1 Non-GAAP EPS of $0.59 misses by $0.14; GAAP EPS of -$0.38 misses by $1.14. Revenue of $2.87B (+16.7% Y/Y) beats by $170M. ------------------------------------------------------------------ Ran the GN calculator and based on a $36/share BV and $3.00/share earnings, stock is fairly valued at $49.00/share. That suggests that at the current price of $18.00/share, stock is 63% undervalued. Even if you back out the Goodwill and other intangible assets, it still appears to be selling at a bargain price. Still need to look at the debt level after the $1.35Bln purchase of SVU assets. Will take look to start a small position at/below $17.50/share as it should complement my AG/Food basket of stocks. EKS