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