Savvy Trades and Investments

[Mermelstein]

IVFH - I think this will be a SLGD clone...undervalued for a while, but eventually the earnings make it too hard to pass up.

And I think the argument about having too much business with U.S. Foods is nonsense. US Foods is just their distributor. It's not like U.S. Foods is the one buying their stuff. So even if the contract ended (which seems unlikely considering they keep doing more and more business with them) they could just go to another company like Sysco.