Replies to post #44140 on 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.

[bbotcs]

IVFH: It seems to me that if the author of the SA article you referenced is correct, this stock will do a 1:3 REVERSE SPLIT! That would bring down the OS count nicely, but we'd end up with a lot fewer shares. And you'd still have the 1-customer problem.

Question: What type of fish do you find in Bonita Springs?
Answer: Klepfish!!!

Which brings up another issue--geography. The "big one" could hit them and mess things up royally.

That being said, I have bought 500 shares for a laugh. I do believe a company like this makes a nice takeover target, especially if they grow the cash flow quarter after quarter. We shall see!