Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Brasil Foods Moving From Tyson Towards Nestle

Lack of ambition has never been a problem at Brasil Foods (NYSE:BRFS). While over a third of the company's revenue currently comes from commodity meat exports to the Mideast, Africa, and Asia, Brasil Foods has made it abundantly clear that they don't see other Brazilian protein companies like Marfrig or JBS as their true long-term peers, nor American protein companies like Tyson (NYSE:TSN) or Smithfield (NYSE:SFD). No, Brasil Foods is playing for larger stakes - looking to become the developing world's answer to Nestle (OTCPK:NSRGY), and they may just be ambitious enough to pull it off.

Capping A Tough Year With Pretty Strong Underlying Numbers

The past year was a challenging one...

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