Seneca Foods Corporation (SENEB)

Our portfolio is largely unchanged from last quarter, with Net Lease Office Properties still at the top. McBride shares have performed well for us, up about 30% from the level of our initial purchases...

The company's net loss shrank to $2.2 million for Q4 FY24 from $33.1 million a year earlier despite weaker sales. However, if we use the internationally dominant FIFO inventory valuation method, EBITD...

The SENEA investment narrative has shifted to focus on its earnings power rather than its balance sheet value. However, over the next 12–18 months, I think the stock will largely be driven by Seneca's...

Seneca Foods is a small-cap canned vegetables manufacturer that has seen little change in market cap over the past 10 years. In recent years it has undergone operational improvements, resulting in imp...

Seneca Foods' stock has declined 40%+ ytd, and is trading at a cheap multiple and at a significant discount to its NCAVPS. This opportunity exists because Seneca was recently removed from the Russell ...

While the firm continues to outperform my expectations, several headwinds appear to be emerging in the data. As the cost of labor and commodities remains elevated, profitability is likely to become a ...

Since my previous article on SENEA, the stock is up ~13.5% vs a loss of ~5.6% for the S&P 500. I believe SENEA continues to be undervalued from an absolute perspective and is fairly priced for a 9-10%...

SENEA has a resilient business model and the company benefited from the COVID-19 pandemic. The stock is definitely cheap, trading below book value and at a ~4x TTM earnings. SENEA is currently trading...

Seneca Foods offers canned and frozen food – mainly vegetables – in a non-growing industry and must compete for market share.

A dashboard with metrics in consumer non-cyclical industries. Value and quality scores, and their evolution since last month.