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

To: Paul Senior who wrote (62106)	6/6/2019 1:06:08 PM
From: E_K_S	Read Replies (1) \| Respond to of 79205

RE: UNFI Did a small add of 18% today too at $9.73/share. Still think they have some good warehouse assets that they gout from SVU. It was cheaper to Buy than to build. EKS

To: Paul Senior who wrote (62106)	6/16/2019 6:41:34 PM
From: E_K_S	Respond to of 79205

Been getting my Schwab alerts from new analyst estimates. A pretty nice feature for a few of my turn around value stocks. Here is what Reuters see for UNFI for 2019/2020. $1.90/share mean estimate (13 analyst) for year ending July 2020. That's a forward PE of 5.4. They see negative growth but my guess is once the SVU aqusition is digested and the non-core assets are disposed/sold, growth s/d resume (eventually at a higher rate than before the SVU purchase). I continue to hold my UNFI position and am looking for the analysts to raise their estimates for 2020 and beyond. Happy Father's Day to all of the Value Investor fathers this Sunday. EKS