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

To: Elroy who wrote (65004)	9/30/2020 3:41:43 PM
From: E_K_S	Read Replies (1) \| Respond to of 78774

It's the nature of the market. The only news I saw was that the CEO is to retire and company looking for a replacement. To me, it's a perfect acquisition candidate especially w/ CEO retiring. Based on their FCF last few quarters, it's a value but still seeing a lot of selling almost 4x ADV. I typically will wait 3 days then evaluate. I think it is worth north of $30/share based on a forward PE of 10x. Would be interesting to look at who was buying those huge block trades a few traded 200K share blocks. Un heard of for this small cap... EKS

To: Elroy who wrote (65004)	10/1/2020 7:03:31 PM
From: Spekulatius	Respond to of 78774

All of this analysis makes it sound like UNFI is SIGNIFICANTLY undervalued. What's the reason other investors don't see the desirability of UNFI's footprint? Any opinion? Why was it $8 before the pandemic, and why is it at ~5x EPS now? What's the "bear story"? I don’t think the assumption that AMZN will be a buyer makes too much sense. AMZN build their distribution system from the ground up, buying another disruption system creates redundancies that then must be eliminated and I think AMZN warehouses are custom build to have the right size and for automation. For those reason, I think AMZN is very unlikely to be a buyer except for single assets that fit into their footprint.