Arden Group, Inc. (NASDAQ:ARDNA)

CAPS Rating: 5 out of 5

A holding company that owns certain real estate properties through its indirect wholly-owned subsidiary, Mayfair Realty, Inc.

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Member Avatar line70day (< 20) Submitted: 12/31/2013 12:24:39 PM : Outperform Start Price: $126.35 ARDNA Score: -12.44

EX dividend Dec. 24 2013 Gilson's entered a lease for location in marina Long Beach Calif. remodeled the site incurred a a loss of 121,000 to transfer supplies to other locations reduced stores to 16. Co's. gross profit as a percent of sales was 38.0% in 3rd Q. compared to 38.6% same last yr Q . Sales from 16 stores were for first 9 months increased 5.8%

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Member Avatar Garranova (85.68) Submitted: 4/6/2011 12:50:56 PM : Outperform Start Price: $63.08 ARDNA Score: +44.84

I think management is telegraphing what they think of valuation by purchasing its own shares.

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Member Avatar smith972 (79.05) Submitted: 8/12/2010 4:05:44 PM : Outperform Start Price: $69.98 ARDNA Score: -10.94

Arden looks cheap to submit here in caps. I will be watching this one for future real position.

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Member Avatar cibient (< 20) Submitted: 2/10/2010 12:51:21 PM : Outperform Start Price: $73.65 ARDNA Score: -21.89

Steady decline since July '09 while the S&P has gone up nicely. Valuation and balance sheet look very nice. 85 year old CEO holds most of the company. Betting it either gets taken private or acquired at some point.

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Member Avatar Asianabere (94.56) Submitted: 9/9/2008 7:00:27 PM : Underperform Start Price: $121.96 ARDNA Score: +69.16

Everyone seems to be optimistic on this one. Gonna use the seer's powers to call a peak

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Member Avatar iStockInvestor (< 20) Submitted: 7/12/2008 9:47:21 PM : Outperform Start Price: $107.14 ARDNA Score: -52.74

New screen; from 3 stars three months ago, 4 stars two months ago, and five stars this month

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Member Avatar austin2307 (85.81) Submitted: 3/20/2008 8:01:40 PM : Outperform Start Price: $113.38 ARDNA Score: -49.88

History of performance & great profit margin. With the mortgage issues, this company is going to perform very fast.

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Member Avatar TMFPencils (99.80) Submitted: 11/12/2007 7:52:58 PM : Outperform Start Price: $103.44 ARDNA Score: -27.48

Through its subsidiaries Arden-Mayfair and Gelson's Markets, operates 18 higher-end supermarkets in Southern California. The company also owns some real estate properties through its subsidiary, Mayfair Realty.

Reasons to be interested:

1. Company has been growing earnings at a very quick pace lately (in most recent quarter earnings grew 57%), yet the stock has a P/E of approximately 15.

2. Cash flow production is consistent and increasing and is fueling the business's growth. With this cash flow production the balance sheet has grown to $74.31 million in cash with only $1.27 million in cash. The company has been able to pay a consistent dividend every quarter since 2003 as well.

3. Despite the company's superb financial growth and strong fundamentals, no analysts follow the stock. Wall Street doesn't know who the Arden Group is! This has kept the stock down at what are very attractive levels.

Main risk:

1. As with pretty much all grocery stores, Arden faces plenty of competition, although the company does have stronger margins than most competitors.

http://www.pencils2.com/companysummaries/ardengroup.html

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Member Avatar Adizrael (45.07) Submitted: 11/8/2007 12:16:08 PM : Outperform Start Price: $102.98 ARDNA Score: -25.38

It's the trend and the positive opinions at this date, that make me rate "outperform".

Just a darn good company.

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Member Avatar NetscribeServcs (< 20) Submitted: 2/15/2007 7:31:06 AM : Underperform Start Price: $94.76 ARDNA Score: +17.77

Arden Group Inc through its subsidiaries Arden-Mayfair Inc and Gelson’s Markets, operates supermarkets in Southern California and also owns certain real estate properties. The company operates 18 supermarkets, carrying perishable and grocery products, of which 17 are operated under Gelson’s brand name and the remaining under Mayfair brand. The target audience includes people mainly from elite class, who value superior products.

The retail grocery market in US is highly competitive with business in supermarkets dependent upon quality and price of merchandise products, store location, service, brand awareness and supply chain management. Many of the biggest super market chains are highly organized. The stores of the national and regional chains are generally larger than Gelson’s stores which, in some cases, enable them to offer more products. Further, the slow down in the US economy could also adversely affect the retail industry.

Gelson is highly dependent on its largest supplier United Western Grocers for all its supplies. Almost 18% of purchases are made from this supplier. Any loss from Unified is likely to impact the revenues and profitability of the company. A few of the company’s stores offer in-store banks and pharmaceutical products. However, most of the company’s stores are not large enough for such additional facilities. The stock price for Arden Group seems to be fully valued at current levels. In absence of any major triggers in near term and with lack of earnings visibility, the stock is losing investor’s attention.

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Member Avatar jtcairns (< 20) Submitted: 2/8/2007 3:57:46 PM : Outperform Start Price: $89.39 ARDNA Score: -10.61

Small high-end market niche. Does not try to be all things to all people like Whole Foods. If upcoming labor talks in LA lead to another strike, that could be a real bonus for Gelson's.

Results 1 - 11 of 11

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