Replies to post #2193 on Awesome Stocks

[gfp927z]

One interesting food related small cap is John B Sanfilippo & Son (JBSS), with a decent long term chart, and has resumed its upward trajectory in 2023 -


>>> John B. Sanfilippo & Son, Inc. (JBSS), through its subsidiary, JBSS Ventures, LLC, processes and distributes tree nuts and peanuts in the United States. The company offers raw and processed nuts, including almonds, pecans, peanuts, black walnuts, English walnuts, cashews, macadamia nuts, pistachios, pine nuts, Brazil nuts, and filberts in various styles and seasonings. It also offers peanut butter in various sizes and varieties; snack and trail mixes, salad toppings, snacks, snack bites, dried fruit, and chocolate and yogurt coated products; baking ingredients; bulk food products; sunflower kernels, pepitas, almond and cashew butter, candy and confections, corn snacks, chickpea snacks, sesame sticks, and other sesame snack products; and various toppings for ice cream and yogurt. In addition, the company operates a retail store. The company provides its products under the Fisher, Orchard Valley Harvest, Squirrel Brand, and Southern Style Nuts brands, as well as under various private brands. It serves retailers and wholesalers, and commercial ingredient and contract packaging customers through a network of independent brokers, distributors, and suppliers. John B. Sanfilippo & Son, Inc. was founded in 1922 and is headquartered in Elgin, Illinois. <<<



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[gfp927z]

With the food sector, it seems like the best long term investments have been in larger companies like these. I have these in my model portfolio as long term buy/hold -

Coca Cola (KO)
Coca Cola Consolidated (COKE)
Diageo (DEO)
Flowers Foods (FLO)
Hershey (HSY)
Kroger (KR)
Mondelez Intl (MDLZ)
Nestle (NSRGY)
Pepsico (PEP)
.


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[gfp927z]

In the Food Innovation area, I still think Else Nutrition ( BABYF) is in a promising niche area, and wouldn't be surprised to see them eventually bought out by a bigger company. With these small Israeli start ups, they often will identify a promising area, establish a foothold, and then are snapped up by larger players.

Looking at the plant-based meat sector, this will undoubtedly have a big future longer term, but the challenge would finding the 'right' stock investment. Mushroom protein seems like a great idea. One player is Meati Foods, but still privately held -


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=170533518



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