Annies Inc (BNNY), Boulder Brands Inc (BDBD): If Only These Stocks Were More Appetizing Right Now

Still, Boulder Brands Inc (NASDAQ:BDBD) is trading at 35 times forward earnings and sports a PEG ratio of 3.00. I find those figures daunting. While I don’t adhere solely to stock prices and traditional ratios for my theses — I’ve purchased Costco Wholesale Corporation (NASDAQ:COST) for the Prosocial Portfolio at times when many investors might have called the price insane — I have to get a good feeling on other factors such as whether the market is larger than most can imagine and whether the management is great as well.

Waiting for the running of the bulls to pass
Boulder Brands Inc (NASDAQ:BDBD) and the growing market for gluten-free items does strike me as a compelling stock idea right now, while I still want to leave Annies Inc (NYSE:BNNY) alone. In some cases, the growing market Boulder Brands Inc (NASDAQ:BDBD) addresses goes beyond changes in consumers’ choices — they’re related to real health ramifications. I have a funny feeling many of us know at least one person with celiac disease or an allergy to gluten. Obviously, there seems to be a true growth story there.

Still, I’m holding off for a bit and keeping an eye out for temporary weakness. If I change my mind I’ll buy it for the Prosocial Portfolio, but for now, I’m still waiting for a lower price to present itself. Sometimes good things come to those who wait — and good values, too.

Unfortunately, in a raging bull market, long-term investors’ waiting game is even harder.

The retail space is in the midst of the biggest paradigm shift since mail order took off at the turn of last century. Only those most forward-looking and capable companies will survive, and they’ll handsomely reward those investors who understand the landscape.

The article If Only These Stocks Were More Appetizing Right Now originally appeared on Fool.com and is written by Alyce Lomax.

Alyce Lomax owns shares of Costco Wholesale. The Motley Fool recommends Costco Wholesale and Hain Celestial. The Motley Fool owns shares of Costco Wholesale and Hain Celestial. 

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