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SUPERVALU Inc. Message Board

  • cash_is_king_now cash_is_king_now Jan 23, 2013 11:54 AM Flag

    SVU and its peers (KR, SWY, DLTR )

    SVU peers are up significantly in past 2 weeks since Cerberus deal with SVU is announced.
    KR is up 8%, SWY 16% and DLTR 3%.
    Some investors thought that Cerberus is interested in Albertson real estate instead of the business. That makes less competition from Alberson stores. DLTR did not gain that much since SVU SAV-A-LOT stores will be stronger and they will compete against DLTR.
    However, SVU peers may be overbought here while new SVU may be more attractive after the deal is closed.
    SVU investors have some gains ahead of them thru the tender or may be more by holding new SVU shares for long term. It is possible that some investors will switch to SVU after they cash in from KR, SWY and DLTR.

    Sentiment: Strong Buy

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