I estimate that the drop in oil prices and bulk commodities (for their private labels) hasn't been factored into their growth valuation yet. My estimate is that they will be able to shave almost 0.86% from their total expenses adding as much as $400-580M to net income. This should put them at a valuation closer to $26B vs. $21.5B at the time of this writing.
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Great rebuttal post by you ..........absolutely zero investing content.
Just name calling
How does getting angry at other investors help your stance or opinion
as to the fitness of SYY or its mgmt team.
You'd be better off buying DUK, sitting back and collecting 4% Div, plus share appreciation.
I saw exactly what you're talking about three years ago and sold and went to Unilever (UN) and Brazil Foods (BRFS), and had not looked back until now that I stopped by this board to check to see how it was going. Inept management and stiff competition is a bad combination.
I don't see any activist willing to get involved with this company. As for a shareholder there's just nothing there now unless one wants a nice divi around 3.5% with annual increases of about a penny that equates to less than inflation. For an investment today it's like a nice bond but with little likelihood of any share appreciation.
DLHCis about to break loose and a big reason is the record Q2 revenue of $15.9 million. Can it finally break the $5 mark this year?
And I just read where Performance Food Group will be paid $12.5 million. This is in addition to the $300 million that has to be paid to U.S. Foodservice. Wow! Their competitors are really feel in' good. Will make nice bonuses. And don't forget the $400 million spent on integration planning. Oh, and one more for ya: the redemption of $5 BILLION merger-related debt. Gosh, if I didn't read the article I would think this was the FEDERAL GOVERNMENT lead by the infamous Hussein Obama. But a public company? Good grief! What a catastrophe!
A COMPLETE DISASTER....
Yeah, they're paying a $300 million break-up fee to U.S. Foodservice. Therefore, the company needs to quickly make up this HUYG payment. Their remedy: Create more debit memos to suppliers. The company can really SQUEEZE the suppliers. Good luck, suppliers, you WILL need it!
No you don't. You started the unsubstantiated trashing and can't prevail by trying to put the onus on me to demonstrate otherwise. My position, while not relevant or any of your business, is 2% of my equities portfolio producing 1.5%of income (YOC). The length of share ownership is likewise irrelevant. Make your own pont, sell your position or STHU
Blow it out your bazoo
A lot of ridicule and a sense that you know more than anyone else.......
so instead of name calling and demeaning another poster's comments
why don't you simply provide data and specific reasons of why and how
this firm's mgmt has delivered superior results.....?
Give any type of adult explanation and leave off the rhetoric.
Will the Russell microcaps be the defining difference in IDI’s trussing profile? Will it finally pass $20 a share?