take a look at this one. They just gave preliminary guidance for the sept qtr of 100% more than expected at $.61, and raised revenues substantially for 2020. The Dec qtr should come in near $.70. Near zero seasonality, the going forward EPS looks like $2.50+. Stock price of $37 would suggest around a 15 PE going forward vs 20+ for peers that have weaker growth. Balance sheet strong as well.
BGFV is super cheap no doubt. I started buying back some shares on today's dip. Could go lower (who can forget that crazy drop to $6 a couple days ago). I'd be happy to reload.
BGFV offers an almost 6% dividend yield. At yearend they should be sitting on over $3/share in cash with no debt. BGFV earned .40/share last year (which would be .50/share if you exclude the interest expense they no longer have to pay)...and that was before the pandemic. So it's not like they're going to start losing a bunch of money when things get back to normal. Plus they'll have extra operating leverage as some of the SG&A cuts from this year continue going forward.
I think eventually BGFV will be acquired for over $10. In the meantime, it's a fun one to trade the swings.
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