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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (88338)6/28/2002 7:04:58 PM
From: MythMan  Read Replies (1) | Respond to of 99280
 
>>and food producers is one of those "safe heavens<<

we're already seeing money flow to CAG, HNZ and even CPB



To: Zeev Hed who wrote (88338)6/28/2002 8:08:03 PM
From: augieboo  Respond to of 99280
 
Zeev, something else kinda nifty I noticed about SFD is that they are the first company to begin selling premium "branded" pork in Japan. The Japanese are maniacs about the quality and freshness of their food, (probably a result of living mostly on fish for centuries, i.e., old fish = food poisoning), so this could be a good growth market for them.

Also, I believe that the Russians finally stopped messing around with U.S. poultry producers. This was causing a drop in U.S. poultry prices, which in turn put pressure on other meats.

Disclosure: I put some SFD away in the smoke house myself today.

GO YOU LITTLE OINKER!