Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: blazenzim who wrote (36212)	6/28/2008 8:39:13 AM
From: elmatador	Respond to of 218917

Food: Perdigao and Sadia. Message 24580519 Food companies Sadia (SDA) and Perdigao (PDA) are listed in New York, too. But Marfrig (MRFG3.Brazil) and JBS (JBSS3.Brazil), both international beef companies, are not -- and their growth opportunities are better than for overseas competitors like Tyson Foods (TSN), says Credit Suisse analyst Marcel Moraes. "Take Marfrig, for example. It's trading at way lower multiples than its U.S. peers," he says. Its '08 price/earnings multiple is 17.8 times, and projected at 12.1 times in '09, while Tyson's is 38.3 and 16.6 times, respectively and Smithfield Foods (SFD) is 25.7 and 19.6 times. Marfrig is "a discount stock with stronger growth opportunity and higher growth rates, because they are not entirely dependent on the [domestic] economy," Moraes continues, adding: "It's a good entry time for buying these stocks."