Innovative Food Holdings Inc (IVFH)

[Dickmo]

Nice analysis Grease. I am a bit more optimistic than you are - Not a lot, but a few percentage points here and there. I can see a huge surge in Q3 and Q4 demand for restaurants. This should bode well for IVFH. Whatever competition they have must surely have been hurt in the pandemic. I like their position for later in the year.

Don't think I'm getting carried away here. By better I think 10% revenue growth is a bit low. I can see 12%-14%. I also like the fact that they have some food inventory. Assuming they can turn it over before it goes bad on them, rising food costs should contribute to profits.

This business has all the excitement of a gravel hauling company. But you buy it for the dividends and the confidence of knowing that Sam is working for his shareholders day after day. They are the reason he gets up and even comes to work. Go