I have looked at both of those company's but I like WWAV who owns Horizon and Boulder Brands that has the UDI gluten free line a bit more. UNFI is a good but slow and steady type stock.
What other Organic plays do yo know of ...cheers back at ya
It's a win win situation fpr company's Like Boulder Brands and Hain they still have tons of Whole Foods in the growth pipeline and additional retaailers looking to expand their organics.
ROVI looks interesting I will do DD and get back to you. Away from content, Organic is in play with WFM about to split. I know something about this area. Boulder Brands BDBD looks promising as they have bought UDI's big gluten free products.HAIN is the elephant in the room aside from WFM and WWAV is the big leader in Dairy...big retailers are getting on board. Very few Company's in this area have gone public...so they are at a premium.
Sync unfortunately has not managed the prospects they have very well. I am out of that and traded it for profit. I like a company called Mitek.(MITK) Also( DSNY) has potential if their Clipstream G2 video player with watermarking patents. Movie studios and content providers like netflix are going away from flash and adopting HTML5 DSNY could be a big winner here. . Compelling situation.
Nice to see you posting still..took a little time off. Wonder where else we could find a good content play getting harder and harder.
Been a stockholder of WFM for many years. The one thing that remains on this board are the silly negative posters that refer to the pe. What a loser mentality for a Company that has grown far ahead of existing fundamentals. The other elephant in the room is HAIN Hain Celestial is clearly the market leader and poised to follow a similar story as WFM. Boulder Brands BDBD looks like a mini Hain with thier acquisition of Glutin products that include the clear leader UDI's and Glutino Brands. WWAV Whitewave just spinned off from Dean Foods owns the dairy shelves with Horizon products. These are the big three other than WFM worth a strong look.
As Whole Foods is clearly the dominant retailer and Organic Food provider so is Hain following a path similar to the successful story WFM stock has been. Just discovered Fairway Market (FWM) who is just beginning to build out stores with a sizable part of their stores devoted to Organics and other Company;s like Walmart Target Costco etc looking to expand thier stores Organic mix....Hain is becoming a must have Company similar to WFM.
I remember looking at content plays and seeing this little gem . What a no brainer this was ..my only regret was not riding more shares through this ride that has seen this stock double since then. Few if any at that time accept a few here on the board saw the obvious areas this company was i to make it a strong play in the very importantneed for content Lionsgate provided. And that need just goes stronger and this company remains in the sweetspot to grow it's many revenue streams and product segments going forward. Congrats to you longs that had the vision.
would seem to be the lawsuit. Otherwise this stock has clear growth and outstanding market dominance written all over it in a area where paperless convenience and necessity fits rather well with the Mitek strategy and the drive to make things customer friendly in a webcentric world.