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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (44162)	9/1/2011 12:07:46 AM
From: Sergio H	Read Replies (1) \| Respond to of 78638

Germany's conversion from fossil fuels is slightly ignored. I found one play here in buying GRID. Take a look at this post. There's got to be lots of buyout candidates for a better position to gain from Germany's plan. Message 27604677 finance.yahoo.com

To: E_K_S who wrote (44162)	9/1/2011 11:26:09 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78638

I have not come across any new ideas in the food value chain. Since I am here in China, I read the China Daily (sort of like a government paper) and remember reading about more investment in the seed industry which may include foreign investment (= joint ventures). With the IP issues in China, I think it will be hard to convince foreign companies to put their know how into joint ventures though. I also read the other day that they want to consolidate the fragmented grain and rice processing business to make it more competitive. My take is that they want to keep both the see and the processing business in domestic hands. As for Nestle, I am very sure they do not plan on backwards integration - they have done away with it over the years and getting rid of bulk business but strengthening the customer facing value aspects. Unilever has done the same - i don't think they will do a 180Deg turn on that. Nestle is not cheap but it's simply the best managed food company out there, plus management works for a fraction of the salary than comparable US companies.

To: E_K_S who wrote (44162)	10/6/2011 11:46:37 PM
From: Sergio H	Read Replies (1) \| Respond to of 78638

<Have you run across any value added FOOD processors/distributors not in the retail sector? I am looking for something that may process either generic or banded products but also have niche distribution markets. Anything international would also be a plus. > EKS, these are the best I could find that could be considered value plays that meet your criteria. Your thoughts? SFD - Hog producer and pork processor HANS- juice drinks WILC- kosher food BRFS- beef processed foods and dairy processed products. ABV - beer and soft drinks, mostly in Brazil Sergio