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

To: Wallace Rivers who wrote (61659)	1/30/2019 2:47:55 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78567

BGS. Now that I notice it, I will take today's stock drop to add a few more shares. Still holding cruise line operators, NCLH and tracking position in CCL.

To: Wallace Rivers who wrote (61659)	1/30/2019 2:53:53 PM
From: E_K_S	Respond to of 78567

B&G Foods CEO Robert C. Cantwell to step down Robert C. Cantwell, CEO of B&G Foods (NYSE: BGS) plans to retire on April 5, 2019. As per the succession plan established in 2017, Kenneth G. Romanzi, currently Company’s EVPt and COO will succeed Mr. Cantwell as President and CEO. Mr. Romanzi will also replace Mr. Cantwell on the Board of Directors. ------------------------------------------------- I added a little more today. If new CEO maintains current strategy to pay down debt and/or buy back shares and continues on conservative portfolio product changes (both sales & purchases), the company is on the right track. I really liked what the current CEO has done in the 18 months he has been there. Maybe his job is done. FWIW, stock currently trading at fair value based on GN calculation (and current BV and EPS). They need to get debt lower so will watch that and want them to pay current dividend and grow EPS so maybe that can be raised next year. EKS

To: Wallace Rivers who wrote (61659)	2/25/2019 3:06:27 PM
From: Wallace Rivers	Read Replies (1) \| Respond to of 78567

Well, I traded out last week, got spooked and scalped 37 cents. Got lucky with BGS getting the beat down courtesy of KHC after that trade. FWIW I will mention to those holding that today there have been some oversized transactions in the 15 strike puts August expiry. Over 10,000 contracts traded, sizable given that not a single contract in these August 2019 15 strike puts traded the two weeks prior. The company also announced a recall of Victoria sauce products.