Transaction log
Jun 1, 2021 - Bought 50 @ $12.00 (0.35% wtg, opportunistic)
Oct 5, 2023 - Sold 50 @ $12.98 (closed, 0% wtg)
Performance
Total return = +15.42%
Coffee Can contribution = +0.09%
Natural Grocers by Vitamin Cottage
Location: Lakewood, Colorado
Profile
Industry: Grocery stores
Sector: Consumer defensive
Theme: Healthy lifestyles
5-Year shareholder growth: +19.7%/year
Fair value estimate: $33
Valuation assumption: 6.0% MFCF yield
Estimated fair value history
Dec-24 - $25 (6.0% MFCF yield)
Mar-25 - $33