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

To: Elroy who wrote (65247)	10/22/2020 3:53:23 PM
From: E_K_S	Respond to of 78774

No . .they do have 4 analyst that cover the company. Probably need to ask them. Maybe Paul Senior knows because I do not know. Even if they have self driving trucks to deliver product (ie disruptive technology), that would be a net positive. As I said before, they lose their largest customer Whole Foods but I read that almost 2 years ago and they still services that account. EKS

To: Elroy who wrote (65247)	10/23/2020 11:24:54 AM
From: Madharry	Respond to of 78774

IMHO this company is just now demonstrating profitability and the market may still be skeptical that this is a covid one off situation. I was unfortunately very skeptical on amd and bailed way to early on it like 300% ago. i sold a couple of calls against my unfi position when it hit 20 . I am trying to hedge my exposure by selling calls now more and more where the event doesnt trigger any taxes. I finally came to the conclusion that that i am ok with an 8% total portfolio return and selling calls really helps. as i wait on value plays like bwel trq and the like to happen. ori has turned out pretty well so far. I was a week early on ibm but thems the breaks. it is still paying 5.5% now. i decided to sell my small position in msge at a small loss. I am looking to deploy those funds elsewhere and not yet ready to commit more funds to the market until we see what happens with the election and its aftermath. OTOH if i can get a nice dividend that would be an inducement.

To: Elroy who wrote (65247)	10/30/2020 5:07:07 PM
From: E_K_S	Read Replies (2) \| Respond to of 78774

a 20% add to UNFI today as my Buy target was hit at $14.66/share. 5 PE is extremely cheap. Did not even reach the ADV number today. End of the month profit taking/selling. Who Knows but 5 PE is quite attractive. EKS

To: Elroy who wrote (65247)	12/9/2020 8:16:56 AM
From: E_K_S	Read Replies (1) \| Respond to of 78774

United Natural Foods EPS misses by $0.23, misses on revenue, provides outlook Dec. 09, 2020 7:06 AM ET United Natural Foods, Inc. (UNFI) By: Meghavi Singh, SA News Editor 7 Comments United Natural Foods (NYSE: UNFI): FQ1 Non-GAAP EPS of $0.51 misses by $0.23; GAAP EPS of -$0.02 misses by $0.69. Revenue of $6.7B (+6.3% Y/Y) misses by $100M. FY21 guidance: Net Sales of $27.0B-27.8B vs. consensus of $27.4B ; net income of $130M-160M; earnings per diluted share of $2.15-$2.65; adjusted EPS of $3.05-$3.55 vs. consensus of $3.33; adjusted EBITDA of $690M-730M and capital expenditures of $250M-300M. ------------------------------------------------------------------------------------ More one time charges but much less than last year Net loss for the first quarter of fiscal 2021 was $1.0 million, which included $16.4 million of restructuring, acquisition and integration related expenses and $24.1 million of non-cash charges primarily related to the acceleration of unamortized debt issuance costs and original issue discounts from the prepayment of the term loan.