Foot and Mouth....How can we profit? Message Board

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Strategies & Market Trends : Foot and Mouth....How can we profit?

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To: chummer who wrote (61)	3/29/2001 6:27:51 PM
From: Jack Hartmann	of 75

Are you thinking of buying any of the stocks in this play? Probably not. I see chicken companies like Tyson benefiting probably the most from the FMD and mad cow fears. SFT runup is funny since pigs get the disease. US beef producers like IBP now hammered after the Tyson deal fell through may be worth a nibble after the stock settles. The demand for vaccine free meat may pick up. Also, since the disease affect milk production. Some dairies may get a minor lift. No real money to be made in vaccines since so many FMD strains available. No universal cure-all for all FMD strains. Any contract to a company to make mass quantities of particular strain of vaccines will be off for a few months. Just some thoughts. Jack

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