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Dean Foods Company Message Board

  • burnaka@sbcglobal.net burnaka Oct 26, 2012 11:56 AM Flag

    They have DF priced wrong again buy with both fists here is why this is wrong: Walk check my math, lol.

    Each df share is entitled to and should be equal to .80 wwav so they are saying, you can believe it or not, .80X17= the df portion that is WV = 13.60 so they are saying at 16.60 the milk division is worth 3.00. The milk division is worth 10-16 alone.

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    • strong BUY .. a chance to add at low price... 17.50 tomorrow...

      Sentiment: Strong Buy

    • I believe astute mentioned this yesterday.

      I got a little DF today. I wish this had happened 3 weeks from now as I would have been able to take a bigger swing. Rest assured I will then if its anywhere around where its trading now.

      The ignorance of some stock market participants astounds me.

      • 2 Replies to walk57
      • burnaka@sbcglobal.net burnaka Oct 26, 2012 12:38 PM Flag

        The issue is now and has been since about 2008 regarding DF, the MM decided, df is not a real company, but a proxy for the cme milk price, and the truth is df cannot raise margins and milk has been decreasing in sales. That said, those sales they want to discount are 10B worth. Next year DF will generate about 2.00 a share in FCF without WWAV or Morning star. DF will be a stodgy dividend play. WWAV should run. When all is said and done DF will have a solid balance sheet, and could be debt free in 3-4 years if they pay no divi.

        As for me, I am at the point where I will of necessity be liquidating most of my portfolio. Still not working, will need to sell roughly 1/2 my holdings in the next year. Hope to hold df as long as I can, I waited this long, should get to mid 20's in a year. Which means I sell less. In all, my buy decision near 10 worked out, and should even get better.

      • I bought a little today too
        my target is 17 bucks and i m out

 
DF
16.91-0.10(-0.59%)9:45 AMEDT