Tag Archives: SVU

Ashtead FAST URI Quick Blurbs

QUICK BLURBS [Ashtead, FAST, MSM, URI, ZN]
July 24, 2017

[ZN – Zion Oil and Gas] Heard about this stock on a podcast; I doubt[...]

ASHG

[ASHG] CHEAP STOCK OR VALUE TRAP?
July 14, 2017

“People always think more about how new ground can be broken than they think about[...]

SAMPLE POSTS AMZN

[AMZN] EXPLANATIONS MATTER
July 6, 2017

 “Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain,[...]

INTU

[INTU] KIND OF INTO IT
June 27, 2017

(4,382 words) It seems not too long ago, business arrangements between application providers were called partnerships….now[...]

SAMPLE POSTS VRSK

[VRSK] HIGH QUALITY CASH COW, LIMITED REINVESTMENT OPPORTUNITIES
June 16, 2017

(2,414 words) When evaluating the competitive advantage of a data-based analytics business, three important questions[...]

ADS, IBKR, KMX, Quick Blurbs

QUICK BLURBS [ADS, AXP, BAC, IBKR, KMX, SVU]

Posted on by scuttleblurb
(4,146 words) [IBKR] Partly due to an exceptionally low volatility trading environment, which has made it difficult to earn profits and which Petterfy says may continue “indefinitely,” the company is winding down its options market making operations. While the company will use the excess capital from market making to further support its brokerage operations, the latter […]
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SVU

[SVU] OPPORTUNITY POST SAVE-A-LOT DIVESTITURE?

Posted on by scuttleblurb
(959 words) Ugly few years for this poor grocer, but the implied valuation of the core wholesale business looks like it could be interesting post recent Save-A-Lot divestiture (discount grocer). The company used most of its $1.3bn in gross proceeds ($1.24bn after taxes) to significantly reduce its debt load by $1.1bn (total PF net secured/net […]
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Posted in SVU  |  Tagged
SVU

[SVU] RETAIL FOOD DEFLATION CONTINUES AND FIERCE COMPETITION PERSISTS

Posted on by scuttleblurb
(506 words) 10/19/2016: SVU (Earnings Call) On 10/17, SVU announced the sale of its Save-A-Lot business [discount grocer] to Onyx for $1.4bn in cash (proceeds to be used towards debt repayment) w/ an end of Jan expected close. Retail sales (comps -5.9%; traffic -5.2%, basket -0.7% w/ sequential deterioration) continue to be negatively impacted by […]
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Posted in SVU  |  Tagged
Quick Blurbs

[KR, SVU] FOOD DEFLATION WON’T ABATE UNTIL EARLY 2017; PRICING SIMILAR TO 2009

Posted on by scuttleblurb
(766 words) 9/9/2016: KR (Earnings Call) KR’s surveys suggest that its customers are “less confident about the economy now” vs. 3 months ago and that they expect the economy to “get worse in the next 3 months.”  Interestingly, KR’s customers are telling the co. that their basket of goods is costing more when the co. […]
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