Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: MythMan who wrote (88335)	6/28/2002 7:03:22 PM
From: Zeev Hed	Read Replies (2) of 99280

SFD has been in the "core" for some time, it was kicked out a little while ago. It is a very conservative play, an extremely well run company, which I believe is selling below it's intrinsic value. Currently, the low price of beef due to drought and thus premature selling of beef by ranchers) is putting pressure on hogs prices, but I think this is a temporary aberration. SDF can grow at a solid 8%-12% year there are very few companies in that range selling at 10/12 PE. I also think that the next whamo on the tech will force money to seek "safe heaven", and food producers is one of those "safe heavens". Zeev

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