Annie's, Inc. (BNNY) Message Board

sjdehner 17 posts  |  Last Activity: May 15, 2013 3:04 PM Member since: Jan 8, 2013
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  • Reply to

    Natural Grocers

    by bobpat3 May 10, 2013 1:16 PM
    sjdehner sjdehner May 15, 2013 3:04 PM Flag

    Definitely! Another small, quality real foods store!

  • Reply to

    This Is A Time BOMB

    by optiontr8er Apr 8, 2013 2:11 PM
    sjdehner sjdehner May 10, 2013 4:13 PM Flag

    Sure, the valuation numbers themselves are facts. What they tell us is opinion. Personally, I see a world of difference b/t a GIGANTIC awakening and demand for real foods & a single box store. NGVC is a clearly part of a much bigger change in thinking than, say, who's going to supply people with the latest gee-whiz gizmos. I suppose I feel comfortable investing in NGVC, some others obviously don't. That's my thinking. And I'm holding/buying LONG, LONG, LONG... Good luck to you!

    Sentiment: Strong Buy

  • Reply to

    Natural Grocers

    by bobpat3 May 10, 2013 1:16 PM
    sjdehner sjdehner May 10, 2013 3:15 PM Flag

    Wow, this is what these natural foods stocks do. They get poo-poohed for awhile and then BOOM.

  • Reply to

    This Is A Time BOMB

    by optiontr8er Apr 8, 2013 2:11 PM
    sjdehner sjdehner May 9, 2013 2:44 PM Flag

    You might want to update your history re: the tulip mania since Mackay's wild theory is basically disproven. the mania effected a small portion of the wealthy, not your average everyday person. the tulip mania is hardly the same thing as a rapidly expanding grocery store serving a rapidly growing public demand for food transparency. i've watched natural foods and organics grow like wildfire since i was a kid in the 1970's and you're badly out of touch if you think it's going to go away, ever.

  • Reply to

    This Is A Time BOMB

    by optiontr8er Apr 8, 2013 2:11 PM
    sjdehner sjdehner Apr 8, 2013 3:46 PM Flag

    No way. Huge, HUGE long-term potential for this stock.

  • Reply to

    getting clobbered

    by nabio1 Mar 4, 2013 3:31 PM
    sjdehner sjdehner Mar 6, 2013 4:30 PM Flag

    I can definitely see your point! I think wooglin_kai has a good point and yet I still think natural food stores have plenty of growth ahead. Good luck!

  • Reply to

    getting clobbered

    by nabio1 Mar 4, 2013 3:31 PM
    sjdehner sjdehner Mar 6, 2013 4:29 PM Flag

    I would tend to agree here. I prefer to diversify into product providers. However, I think there are enough people around who will simply never shop at the Krogers, Safeways and Wal-Marts of the world to keep retailers like Whole Foods, TFM, Natural Grocers, and other natural food stores, like food co-ops, growing.

    Sentiment: Buy

  • Reply to

    JambaGo will JUICE forecasted earnings.

    by jamaican_holiday Mar 5, 2013 9:14 AM
    sjdehner sjdehner Mar 6, 2013 11:05 AM Flag

    totally agreed. time to start buying chicken little's eggs... .

    Sentiment: Buy

  • Reply to

    getting clobbered

    by nabio1 Mar 4, 2013 3:31 PM
    sjdehner sjdehner Mar 6, 2013 10:54 AM Flag

    Totally agree. Slow quarter for so many companies. Anyone who (yet again) thinks natural foods, organics or this market are finished, are completely wrong. I've heard the same song for naysayers for decades. Guess what? These markets have done nothing but grow. So what, Whole Foods is slowing a bit, who cares. So what, TFM is slowing a bit, who cares. All companies ebb and flow and natural foods - being a necessity - will continue to grow. I for one would never buy my produce at, say, a Trader Joes. Why - it's not fresh and it all comes wrapped in plastic, total #$%$. And all that smoke about people buying competitors like Wal-Mart or other junk food chains, gimme a break. Totally long on this one. Time to go start picking up Chicken Little's eggs...

  • Reply to

    Why down so much?

    by cybercash28 Feb 22, 2013 2:43 PM
    sjdehner sjdehner Feb 26, 2013 4:04 PM Flag

    The opinion piece has already blown over. Since the teas weren't even part of an organic line, not many will care. Stock is again on the rise. I'm long.

    Sentiment: Buy

  • Reply to

    The Boy Who Cried Natural

    by okhlos_kratos Feb 21, 2013 11:27 AM
    sjdehner sjdehner Feb 26, 2013 4:02 PM Flag

    I understand your concern. However, the teas being referred to are not organic anyway, so it's just not surprising they're testing positive for residues. I think the story has already blown over since the stock is on the rise again. Good luck for the long haul. I'm still buying.

    Sentiment: Buy

  • Reply to

    The Boy Who Cried Natural

    by okhlos_kratos Feb 21, 2013 11:27 AM
    sjdehner sjdehner Feb 22, 2013 5:23 PM Flag

    I'm a classicist by training so I get your moniker. I can see your concern over the short term. Long term however this will be a chance for the company to show their mettle. This stock will be on the rise again and the once ruling mob will be sidelined. Works for me. I'm holding on and buying the decline.

  • Reply to

    Why down so much?

    by cybercash28 Feb 22, 2013 2:43 PM
    sjdehner sjdehner Feb 22, 2013 5:19 PM Flag

    I agree. Companies that are built on selling "better for you" products will experience repeated scrutiny. Negative (or less than desirable) findings will of course require these companies to respond accordingly. What's interesting is that people see a company like HAIN as one that can provide higher quality products - and people are going to hold them to it. Is this bad for business? Short term this sort of press might put pressure on the stock too but in the long run it reinforces the name brand and consumers' confidence in the company. In fact, you might argue that this is an opportune time for HAIN to prove themselves while under the lens.

    Sentiment: Buy

  • Reply to

    this isn't Heinz, chumps

    by boiler_room_bermuda Feb 14, 2013 12:13 PM
    sjdehner sjdehner Feb 22, 2013 4:06 PM Flag

    Ha, ha. That's right, HAIN has VASTLY outperformed Heinz over the last decade because while being far from perfect it produces superior products. Keep selling. I'll keep buying. LOL.

    Sentiment: Buy

  • Reply to

    The Boy Who Cried Natural

    by okhlos_kratos Feb 21, 2013 11:27 AM
    sjdehner sjdehner Feb 22, 2013 3:57 PM Flag

    Interesting article. Having been raised on "natural foods" since the 1970's HAIN the sort of product many if not most health food oriented people purchase. The argument that an a wakening is occurring in the health food sector itself that will limit HAIN's growth is unlikely. Plant-based diets and pure whole foods would be the next alternative and for 9-5 people, that's unlikely to be a major movement. What tells me the blogger is out of step with the natural foods as an investor is that he's suggesting White Wave, which has survived the sort of negative press he's claiming will wither away at HAIN, as a better alternative. Check out Horizon, which is owned by WW to see what sort of negative press this company receives. That's not to say WW doesn't have "good" lines or is a rotten investment but it's got similar press issues as HAIN. And, yes, some of them are worth considering. Will they severely hurt these companies? Unlikely. And what's the alternative? Invest in Monsanto, e.g.? Or your bank, which will invest in Monsanto? I like the article, he's thinking, but he's incorrect I think. In the long run, all of these natural foods stocks will continue to grow, to the chagrin of disbelievers, which have been there since I was a kid (snicker).

    Sentiment: Buy

  • sjdehner sjdehner Feb 21, 2013 10:57 AM Flag

    long here, without a doubt...

    Sentiment: Hold

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