Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: E_K_S who wrote (61926)	5/3/2019 10:53:13 AM
From: richardred	Read Replies (2) \| Respond to of 78702

I do like the pay down of debt. The dividend looks attractive when the stock bottoms out. Still the same old same story. RE-Transportation costs and other margin pressures. I expect the company to buy back shares if accretive acquisition can't be had. Several Big food companies currently have food divisions for sale.

To: E_K_S who wrote (61926)	5/8/2019 7:20:14 AM
From: Spekulatius	Respond to of 78702

Re BGS - Pirate Brands was one of their better, if not the best brand. I would be worried that BGS keeps the leftovers. Beyond Meat is interesting because the valuation after the IPO is probably far in excess what any public or private company would pay for this business.

To: E_K_S who wrote (61926)	5/10/2019 6:59:49 PM
From: Madharry	Read Replies (2) \| Respond to of 78702

I dont know much about the food industry but I live in tucson now. and am close to costco, walmart , traders joes and three different supermarkets. it would seem like these guys all have enormous pricing power. For examlne i went to a local restaurant had a coffee and the wife liked the coffee so much she bought a can of ground coffee form the restaurant at something like $10.50 for 12 ounces. I tried to get the same coffee on line at a cheaper price but couldnt find it. Then I go to Costco and see product from the same roaster that produced that brand for another coffee product 2.5 lbs for about $9. I tried it and no longer buy coffee from trader joes. all of which makes me astonished that beyond burger had such a successful ipo. Oh i forgot to mention i am close to Natural Grocers and Sprouts too. They have some great sales. Grouind grass fed beef $4 a pound for example. There is a whole foods near me but i dont even go in anymore. why bother?