Gordon Reid
US Foods Holding Corp
USFD-N
TOP PICK
Feb 07, 2024
New addition to his portfolio, discovered doing peer analysis with SYY. Supplies food to commercial enterprises. Growing more rapidly than SYY, cheaper valuation -- a great combination. Particularly compelling in a strong economic environment. Latest employment figures show that US economy is quite strong, so this stock will do well. No dividend.
Organic growth is 2x GDP in the US. This means not being held up by people cutting back on eating out.
Still likes it. Leader in the space on profits and growth rate. Now trades at about a market multiple, not extreme. Growing in mid-teens annually, and expected to continue.
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New addition to his portfolio, discovered doing peer analysis with SYY. Supplies food to commercial enterprises. Growing more rapidly than SYY, cheaper valuation -- a great combination. Particularly compelling in a strong economic environment. Latest employment figures show that US economy is quite strong, so this stock will do well. No dividend.
(Analysts’ price target is $52.27)Organic growth is 2x GDP in the US. This means not being held up by people cutting back on eating out.