No. of Recommendations: 0
Hey Rich -

For what it is worth, another Morningstar analyst (Zain Akbari) was bullish on Blue Buffalo in 2017 (prior to their acquisition by General Mills):

Following the Blue Buffalo acquisition earlier this year, Morningstar analyst Sonia Vora viewed the purchase as a fair purchase that slightly increased "Fair Value" (M* notion of intrinsic value):

As you and I have previously discussed, I look for a large "margin of safety" which typically requires that Mr. Market really dislike a stock. General Mills (NYSE:GIS) isn't yet there for me- but I'd probably buy shares if the stock price dropped another ~10%.

no position
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.