By Saibus Research: We were absolutely blown away and inspired by the response to our initial analysis of SUPERVALU. We were so inspired we decided to follow it up. We most certainly expect a higher dividend and free cash flow yield for SUPERVALU (SVU) than Wal-Mart (WMT), after all, SVU hired Craig Herkert from Wal-Mart to come back and turn around SVU's fortunes. However, we felt that SVU is not so distressed that it should be trading at 2.
By Saibus Research: Although Pitney Bowes (PBI) is struggling to hold on to its sales, we have been considering it as an investment based on its 10% dividend yield and its free cash flow yield of 16%. Although it is a potential good... Read Post
By Saibus Research: The advantage of investing in Supervalu Inc. (SVU) versus other companies looking to turnaround and reinvent themselves is that Supervalu offers an 8% dividend for investors to wait. For investors concerned that ... Read Post
By Saibus Research: When investing in turnaround companies, we believe it is essential to perform strong due diligence on the company even when it is paying an 8% dividend yield and is trading at less than 2.3X free cash flows. In t... Read Post