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Strategies & Market Trends : Value Investing
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Recommended by:
Lance Bredvold
To: robert b furman who wrote (60585)3/22/2018 2:21:09 PM
From: E_K_S1 Recommendation  Read Replies (2) of 78774
 
Re: Dean Foods Company (DF) - I also monitor Milk Production Stats and Dairy Herd size

Here is the link to USDA Milk production report (by selected states).

The key is to watch the average dairy herd size and milk production. If prices stay too low farmers will thin out their herd, reducing total milk production that s/d eventually result in higher milk prices.

There is still a ways for the Midwest farmers to reduce their herd size. Also, Canadian tariffs (import of U.S. milk) impacts U.S. supply/price and the recent duties do not help the U.S. farmers (ie lower imports by Canada w/ higher duties imposed, that results in higher domestic U.S. supply).

Therefore, the processors and/or dairy farmers that can survive in this low price environment, will do quite well when prices eventually increase.

Lots of moving parts for the small dairy farmer to make money YoY..

EKS
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