Transaction log

  • Feb 18, 2020 - Bought 10 @ $78.66 (0.79% wtg, opportunistic)

John B. Sanfilippo & Son

Location: Elgin, Illinois

 

Profile

Industry: Packaged foods

Sector: Consumer defensive

Theme: Bear market, prolonged recession

5-Year shareholder growth: +9.9%/year

Estimated fair value: $92

Valuation assumption: 7.0% MFCF yield