• Sundowner
    $CAMP & $WWAV entering oversold territory...
    4/10/14
    Reply (12)
    • Sundowner: Added to $WWAV @ $26.22
      4/10/14
    • James Sands: Stock could fall more, at this price it is still over 28xs expected earnings. Especially if it misses guidance.
      4/10/14
    • Sundowner: In that case, I'll add more...
      4/10/14
    • James Sands: Good deal, it looks like we are in for some serious volatility this year...I'm long $WWAV since October 2012...
      4/10/14
    • Sundowner: I eventually sold $DF, but $WWAV has a great management team along with being an excellent buyout candidate for someone like Coca-Cola ...
      4/10/14
    • earthtodan: WWAV and UNFI are high on my list if the selloff continues
      4/10/14
    • James Sands: Actually on a fully diluted EPS basis WWAV is trading around 36xs 2014 earnings. Need to see some margin improvement for long-term value...
      4/10/14
    • earthtodan: That's interesting, Finviz shows 24x. Finviz is pretty unreliable though.
      4/10/14
    • James Sands: I'm assuming some share dilution for the year and roughly 80% of adjusted earnings similar to 2013 levels, so I'm not entirely accurate...
      4/10/14
    • James Sands: Adjusted earnings for 2013 were at 0.74/share while diluted was 0.57/share. Estimates for 2014 are around 0.91/share so I'm assuming 0.73/sh
      4/10/14
    • James Sands: Companies like $GIS and $KHC has profit margins 10% or higher, so I'd like to see $WWAV get to that level over time.
      4/10/14
    • James Sands: Finviz is probably using an adjusted earnings number.
      4/10/14