Industrias Bachoco SA de CV (IBA)
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- Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
- Could Poultry Farming Help Solve the Food Crisis? [view article]
- 4 Stocks Ben Graham Would Like [view article]
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- 100 Stocks to Offset Rising Food Prices [view article]
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- Bullish on Mexican Chicken [view article]
- Forbes' Avian Flu Stock Portfolio [view article]
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- Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves
- Could Poultry Farming Help Solve the Food Crisis?
- 4 Stocks Ben Graham Would Like
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- 35 Stocks That Ben Graham Would Like Here
- Stocks That Ben Graham Would Like Here
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Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
Lets assume the worst and that is the Fannie and Freddie stock go bust to zero, the government take the GSE's, so what? are we going to h*** for that? are the mortgages in their books go bust? are we going to crush? the answer is no! all those mortgages in their books will automatically be backed up by the government and even be rated as triple A, that will upgrade the books of all of those holding them into CDOs, MBS, SIVs and cause massive write ups! so what is the nonsense in here? that would be the best case scenario for bond and mortgages insurers, I am sure there are many of them praying for the government to take over the books of Freddie and Fannie. ReplySeth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
STUDY THEN YOU WILL LEARNOn Aug 20 01:35 AM sr9web wrote:
> Thanks for the info. Where do you get this data? Reply
Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
GOOD THINKING YOU ARE RIGHT I AGREEOn Aug 19 07:59 AM Ishortyou wrote:
> The best opportunities are in finantials right now even if Fannie
> and Freddie are in trouble, going long with them won't go wrong. Reply
Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
Thanks for the info. Where do you get this data? ReplySeth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
IBA has only 50 M shares. It is a small gem of a poultry/egg/feed producer-distributer in Mexico. Dominated by a single family this is a modern company that is growing organically and by acquisition in an otherwise fragmented market. ReplySeth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
Finantials? If you can't spell it.... ReplySeth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves [view article]
The best opportunities are in finantials right now even if Fannie and Freddie are in trouble, going long with them won't go wrong. ReplyCould Poultry Farming Help Solve the Food Crisis? [view article]
Yes I agree with you redbaron on Tyson and Pilgrims - as I said in the post above - I would be very weary of investing in these now. The transportation costs is crucial as well. There is a tremendous opportunity to export pork from US to China, but its spoiled somewhat by transportation costs. ReplyCould Poultry Farming Help Solve the Food Crisis? [view article]
Yes I agree with you redbaron on Tyson and Pilgrims - as I said in the post above - I would be very weary of investing in these now. The transportation costs is crucial as well. There is a tremendous opportunity to export pork from US to China, but its spoiled somewhat by transportation costs. ReplyCould Poultry Farming Help Solve the Food Crisis? [view article]
blink0404 & Gleeson, how did your idea work out? TSN's earning came out today (7/28), and they were down 90%. Both TSN and PPC were down over a buck today, but they have much further to go before I can buy them. As I tried to point out above when this article was written, as long as corn/grain stays in this high priced range, ingredient costs are going to destroy margins for meat producers. It's a buy in the 10-11 range, and only then if corn prices have moderated some. ReplyCould Poultry Farming Help Solve the Food Crisis? [view article]
What a timely article. I found one similar on grain, corn, and soybeans today on greenfaucet. Very similar message with a little more analysis. Check it out: www.greenfaucet.com/co...Also pretty good analysis of what to buy, predictions for the future. Reply
Could Poultry Farming Help Solve the Food Crisis? [view article]
Panchovilla, has it right. No matter how efficient your livestock operation may be, it is not as efficient as feeding the grain directly. Hog and beef are poor converters of feed to meat, and while better than hog and beef, poultry still does not convert 100%, and you have to haul both grain and bird in the process.That brings us to transportation costs, and transportation is much of what all these analysts are missing. While working for a feed company a dozen or so years ago, the expert consultants management hired, calculated that we couldn't afford to profitably haul our products more than 75 miles, which we were surprised at, but accepted. Then they turned around and promoted selling our products internationally, and shipping it around the world. And that was when gas was $1.50, and oil was at $25-30. Imagine what it would cost to do that today.
Never the less, with todays extremely high transportation costs, transporting the product, whether finished or ingredient, is very, very expensive, and must be calculated in to any analysis.
If one could avoid transporting the corn, and feed it where it was grown, much could be saved, but then there is still the inefficient conversion of grain to meat where this discussion all started. Reply
Could Poultry Farming Help Solve the Food Crisis? [view article]
Bypass the chicken just eat the corn. Reply4 Stocks Ben Graham Would Like [view article]
It's possible.. the insurance industry is likely to see a lot of consolidation in the next 12-18 months. Reply4 Stocks Ben Graham Would Like [view article]
do you think PLFE will be sold? the C.E.O. is 80 years plus...... Reply