Transaction log
Feb 18, 2020 - Bought 10 @ $78.66 (0.79% wtg, opportunistic)
John B. Sanfilippo & Son
Location: Elgin, Illinois
Estimated fair value history
Mar-25 - $87 (7.0% MFCF yield)
Jun-25 - $84
Dec-25 - $90
Profile
Industry: Packaged foods
Sector: Consumer defensive
Theme: Bear market, prolonged recession
5-Year shareholder growth: +10.8%/year
Estimated fair value: $90
Valuation assumption: 7.0% MFCF yield
Insider ownership: 23.2%