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Roundy's, Inc. Message Board

  • ten.mill@sbcglobal.net ten.mill Feb 27, 2014 11:54 AM Flag

    Earnings

    Earnings weren't bad at all. I think new Mariano's locations will do very well in Illinois. I'm thinking back to $7 in early march. IMO

    Sentiment: Buy

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    • Think of the Mariano's stores as a concept that Roundy's is developing in the Chicago area market that is proving the ability to play against Whole Foods and Trader's Joe platforms. Expand that concept once developed to the national stage and the you will have a very valuable property. Buying the Dominick's stores has moved the timetable on this development by at least 12-18 months IMO.

      Mariano's is pulling market share from everything that is near it and beyond. It is the most incredible thing I've ever seen in this space.

      I think of this as an early stage next WFM type investment that could make investors today a lot of money. Once cash flow improves and add a solid dividend the upside increases even more.

      Some of the current investors were here for the dividend, some as a turn around, some will run because of the added debt load and the slowing sales in the other stores in WI and MN. We are churning them out. Once that happens the price should stare to climb to find it's near term trading value.

      I'm not a big investor but I am in my first stage buy to build my base investment cost around the $6 level.

      GLTA

      Sentiment: Strong Buy

    • brand new here, with rndy, but you're probably right. they seem to be on the mend, expanding, service the debt with a big safety margin, end plenty left over for the nice dividend. the pros on any and all retail hate to see SSS down and they bail. also some dilution, new shares, dont fully understand that yet. let the 10Q dust settle for a few days and back to $7 on the dividend yield. GLs!

 
RNDY
4.86-0.05(-1.02%)Dec 26 4:00 PMEST

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