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  • Dr. Kris
    Investors losing appetite for food producers: PPC, SAFM, SFD, TSN tanking on drought concerns. All are 30-40% off recent highs.
    7/17/12
    Reply (6)
    • losbronces: Higher input costs for those names. Margins likely to be squeezed.
      7/17/12
    • eabyrd: Throw $CAG, $DF, $HRL, $SFD in there, too.
      7/17/12
    • eabyrd: Well, not off 30-40%, but under pressure.
      7/17/12
    • Dr. Kris: One would think some of them would have put on hedges...
      7/17/12
    • eabyrd: Maybe lower energy costs will help...?
      7/17/12
    • Ocean Man: I think most of them have hedges except SAFM.
      7/17/12