To: Paul Senior who wrote (3430 ) 6/14/2013 9:25:19 AM From: richardred Read Replies (1) | Respond to of 7242 First off, for the most part. I disagree with the headline in Motley Fool story . (I'm neutral) I almost went for some CQB six months ago before it's present rise. I also looked at FDP. I found that more attractive, but passed. I'm more up to speed on CQP because they have a relationship with LNDC. That relationship has not lived up to expectations. Personally if I did buy CQB (highly leveraged). I would be taking profits here. It's had a nice rise. They export a lot of product to Europe which is hurting right now. I suppose they would participate in a European recovery though. This industry as far as I can remember it, has had volatile earnings and big swings in profit margins. These days, what I do like is seeing more offerings of their products as ready to go (the works done for you) . I'm also seeing more broad portion control offerings. IMO this makes it higher margin & more attractive to consumers, especially moms. IMO-The recent bid for Smithfield has upped speculative appeal for US based food companies with international exposure. Why Fruits and Vegetables Should Not Be Part of a Balanced Portfoliobeta.fool.com P.S. FWIW here's an old speculative story from 2010 on both, but market conditions are much different now. >Going Bananas Skagen Funds recently disclosed that it holds a 5.1% ownership interest in CHIQUITA Brands International (NYSE:CQB). Based in Norway, the mutual-fund manager says it currently has no plans or proposals related to its investment in the fresh-produce distributor. Primarily known for its bananas, CHIQUITA sells a wide variety of fresh produce and pre-packaged produce in North America and Europe. The company has been around for over 100 years, and today its shares trade near its 52-week low of $11.49. Investors should pay attention here: Last week, news surfaced that private equity shop KKR was in talks to buy Del Monte Foods (NYSE:DLM), the U.S.-based food and pet products company. The deal is calling for an offer of $18.50 per share for Del Monte, which would value the company at over 16 times earnings. CHIQUITA currently fetches under 12 times earnings, respectively.Message 26981264