SUPERVALU INC. (NYSE:SVU)

CEO just bought 25k shares. Good pitch by Morningstar: http://news.morningstar.com/articlenet/article.aspx?id=322396

low relative PE, good star & 2010 earnings. Bottom fishing week of 1/11

V, 12/28/09

Stock hit bottom in Dec '09. Addressing Union issues, should increase better than S&P next year. Pays good divy too.

BUY AND HOLD

the P/E is significantly lower then historic and earnings are depressed do to the economic conditions.
if the company bounds back to 2008 earnings and pays down debt then i can see the price hitting $25 - $35 based on historic and segment performance.

My aunt works at this company, rolling the dice lol.

Although a mediocre company with a relatively high debt load this is a turnaround play. Their free cash flows are stable and I believe they'll be able to pay down debt and restructure operations in the next 5 years. On top of the current hate on supermarkets the price on this is absurd. Multiple should improve over next few years when pessimism wears off(although I'm not expecting too much in the way of earnings growth in the near term). Dividend will also have room to grow after debt repayments make leverage more normalized. I consider this more speculative overall so I only have a small position.

http://www.thediv-net.com/2009/07/supervalu-svu-dividend-stock-analysis.html

This company is constantly reinventing itself to put itself above its competition. Recent earning woes are just a reflection of the consumer hardships of the times. Business is picking up on the wast coast and in the future, with much more fat trimming, SVU will surely be in the running to outperform competitors like kroger and safeway.

Everybody loves cheap food and dividends.

trend PS test

Restructuring right now, but future earning should be decent.

great exposure in Chicago, realestate holdings are vast, values in cook county increasing (2016 Olympics), pharmacy operations is reorganizing with new ideas

Incredible relative strength this last six weeks makes this a keeper. The shares have more than doubled within the period, have a cash dividend generating a yield exceeding 4%, a forward PE at less than 1/2 its peer group, and substantial real esate ownership. The Dow cratered 320 points today, yet SVU was actually up 4%.. Shorts are going to get squeezed on this one.

http://contrarianedge.com/2009/01/08/super-value-in-groceries/

BMW Pick

Can you say SuperValue? Great yield curve. A low P/E both compared to the industry and the market along with debt reduction should make this a real winner.

This CAPS account is tracking the 200 highest yielding S&P stocks.