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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?

To: richardred who wrote (5458)	8/22/2019 2:21:44 PM
From: E_K_S	Read Replies (1) \| Respond to of 7239

No interest in STKL. Still burning cash not very cheap when selling 1.4x BV revenues ok but cost of sales high so margins not that good (like w/ spice company). Much better margind w/ AMNF or even JJSF. My penny stock AMNF now selling at $3.64/share has been a keeper (owned for 9 years w/ avg cost @ $0.67/share). Continues to pay a 2.75% div, getting close to $50mln in sales (aways to go to catch up w/ JJSF), Not too expensive at 18 PE (so I hold shares) and could it'self be a take over candidate. I like the products for JJSF: their principal products include SUPERPRETZEL, BAVARIAN BAKERY and other soft pretzels, ICEE and SLUSH PUPPIE frozen beverages, LUIGI'S, MINUTE MAID frozen juice bars and ices, WHOLE FRUIT sorbet and frozen fruit bars, MARY B'S biscuits and dumplings, DADDY RAY'S fig and fruit bars, TIO PEPE'S, CALIFORNIA CHURROS and OREO Churros, PATIO Burritos and other handheld sandwiches, THE FUNNEL CAKE FACTORY funnel cakes, and several bakery brands within COUNTRY HOME BAKERS and HILL & VALLEY. AMNF has only one product: Pesto . .They have been adding different flavors and I see it at COSTCO. Armanino Foods of Distinction, Inc. is an international food company that manufactures and markets frozen Italian, and other specialty food items such as pestos, sauces and filled pastas to the foodservice, retail, and industrial markets. In addition to a classic Basil Pesto, Armanino offers other flavors such as Cilantro, Dried Tomato & Garlic, Roasted Red Bell Pepper, Southwest Chipotle, Artichoke, Roasted Garlic, and Light Basil Pesto. It also offers sauces including Chimichurri, Harissa, Creamy Garlic, Italian Salsa Verde, Romesco, Bolognese sauce, and Alfredo sauce. Armanino’s Organic line includes classic Basil Pesto. Cheese shakers, as well as frozen pastas and meatballs are also offered by Armanino Foods. EKS