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Editor's notes: John B. Sanflippo & Son is underappreciated, says Hedge Fund Analyst Shaun Currie. Revenue and margin expansion should lead to above-average returns.

John B. Sanfilippo & Son (JBSS), one of the largest processors and distributors of peanuts, pecans, cashews, walnuts, almonds and other nuts, has been going through a transformation of its business as the company moves from being more of a wholesaler to more of a consumer packaged goods company. After reviewing the company's recent results, it seems like the transformation is working. The company has the potential to reach both volumes and margins that the company has never seen before, yet the stock trades at a deep discount to its competition. I believe this is due to a lack of visibility on the story, as the company has no sell-side coverage, has limited trading volumes, and is a...

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