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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (56753)10/10/2016 3:10:50 PM
From: Graham Osborn  Read Replies (1) | Respond to of 75798
 
UNFI - came awfully close to pulling the trigger here but their debt + capital leases/ tang book is ~1, too high for my comfort level especially with the firm commitment to acquisitions/ distribution center expansion and generally low margins of the industry. Note to self - first check OBS capital leases before spending large amounts of time researching retailers and distributors ;)