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Biotech / Medical : Avian ("Bird") Flu Stocks -- Ignore unavailable to you. Want to Upgrade?


To: Becky who wrote (387)3/21/2006 8:14:26 PM
From: Mark Fleming  Respond to of 428
 
Thanks. That leaves Del Monte for canned tuna. What other opportunities might there be in the fish space? It could be a decent investment, regardless of bird flu, as more and more people are adding fish to their diet for health reasons.



To: Becky who wrote (387)3/21/2006 8:57:04 PM
From: Conky Lives!  Read Replies (2) | Respond to of 428
 
>Well, neither Bumble Bee Tuna nor Chicken of the Sea are publicly traded companies.

Not true. Bumble Bee is owned by:
CBF.UN (canadian) www.connors.ca (with a >12% monthly dividend)

Here's another one: CLR.UN (canadian)

Both are in troubled industries and not doing well.

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As a bird flu play, Del Monte would not do well ..how would they transport and sell all their fresh produce?

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I'm not so sure that canned fish producers are a good bird flu play ..there are lots of other protein alternatives to canned fish ..canned beef (corned beef), canned beans, canned soups, canned corn, etc that are cheaper, have more variety, and are prefered by most people to fish

Also, there are other non-canned food alternatives that have extremely long shelf lives ..such as pasta and rice(which by the way, are very cheap)

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In the past, I've thought that bleach manufacturers might be bird flu plays ..Not too sure about that though

Does anyone have any other ideas of indirect bird flu plays that do not involve masks, vacines, ventilators, disinfectants?