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To: RJCogburn64 who wrote (39763)

7/23/2019 12:31:07 PM

From: brehm233

Respond to of 52052

Re: B&G Foods (BGS) has dropped in price to the point where the yield is now 10%, so

imho, 12 month chart is pretty ugly

here is Zacks rating fwiw

good luck

Avg. Broker Rec.

Buy (2.57 out of 4)
24th percentile

(ranked lower than approx. 76% of all stocks covered)
Based on data provided by Zacks

To: RJCogburn64 who wrote (39763)	7/23/2019 7:58:02 PM
From: Elroy	Respond to of 52052

Re: B&G Foods (BGS) has dropped in price to the point where the yield is now 10%, so The reason for the super weak BGS share price is a mystery to me. They have always had massive debt position, even when the shares were above $40. So that's not new. Ya got me.

To: RJCogburn64 who wrote (39763)	7/26/2019 10:25:27 PM
From: richardred	1 Recommendation Recommended By Graustus Read Replies (1) \| Respond to of 52052

Through a SI search on BGS. I've been in the same train of thought with some SI BGS investors. This on the dividend and many other areas. I'm also guessing the big holders are short against their position. I also will not be selling my position at a loss as of yet. I once picked this company as a 2018 possible target or merger candidate with Pinnacle foods. Since then BGS has floundered, and Well, Pinnacle happened to be bought by Conagra. The merger hasn't gone the way CAG planned. Of coarse BGS hasn't gone the way I planed either. Food awareness and consumer tastes have changed . Especially in the last few years. IMO In the not to distant past. The food group used to be considered a fairly safe investment group for dividend and moderate stock price appreciation. That's not the case for most in that group any more. IMO the food group is a lot different than the retail trade group which has also been beaten into oblivion. For retail to compete. The big merger try. This being the merger of scale to compete and have cost synergy savings. I think EL merged K-Mart & Sears for Amazon survival. It totally went down the tubes. Maybe Penny's is next?This along with many other well known retail chains. I could be wrong, but I still believe FOOD mergers especially of BGS size still have possibilities. I still believe innovation and niche accretive acquisitions will bring something to build on an eventual floor bottom . The food group is know doubt struggling and trying to stay competitive through acquisitions. The acquisitions being accretive, or specialized areas, and new growth orientated ones. Think Beyond Meat and eventually Impossible foods if you think the food group can't have fire anymore. Message 32095862 P.S. It's just a theoretic guess. Maybe Treehouse and BGS eventually merge for economies of scale? There seem to be some synergies to be had. Along with cost savings, and a better competitive advantage as a whole? On a possible hypothetical deal. Hypothetically I don't see anything other than a equal in current price stock deal in a combined company. However, I do believe as a combined company. BGS shareholders will recover their investment faster. Treehouse is trying to sell their cereal Business to Post and is still undergoing FTC overlook on that deal. They already sold a snack business. So perhaps a hypothetical wait as well.