JAR Financial Management
Long/short equity, value, special situations, contrarian

Fourth Quarter Call Confirms View On Smithfield

On the day Smithfield Foods (NYSE:SFD) announced they had agreed to be acquired, I was asked by a family member what they should do with their shares. I have had a buy rating on Smithfield since July 19th, 2012 when shares were trading at $18.52. Using various metrics such as price to free cash flow I had estimated a ...

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