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  1. #1
    Senior Member Valuegrowth's Avatar
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    Default Sanderson Farms, Inc. (SAFM)

    Sanderson Farms has grown from a small general feed and seed business in 1947 to one of the nation's leading food corporations in fiscal 2014 and is listed on NASDAQ under the symbol SAFM.

    It is the 3rd largest poultry producer in the United States. Its prepared chicken product line includes institutional and consumer packaged partially cooked or marinated chicken items for distributors and food service establishments. It has export market as well.

    After its correction during months of September, October and November 2015, it is appreciating again and trading around 81.39.

    Can we expect breaking its 52 week high (87.40)?

    Another company in the same industry (TSN) is trading around 53.94 closer to its 52 week high (54.42).

    These companies are benefiting from falling grain prices now.

    Could it be year for consumer staples especially for tasty food stocks in 2016?

    http://seekingalpha.com/article/3773...mmodity-prices

  2. #2
    Senior Member Valuegrowth's Avatar
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    Global markets tanked yesterday but SAFM is resilient. It is up by more than 1% on huge volume.

    http://www.nasdaq.com/symbol/safm

    Sanderson Farms, Inc. Stock Quote & Summary Data

    $76.4


    *

    1.23
    1.64%

    *Delayed - data as of Jan. 6, 2016 -
    Last edited by Valuegrowth; 07-01-2016 at 09:10 PM.

  3. #3
    Senior Member Valuegrowth's Avatar
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    It is a rock and resilient in this volatile market situation. It is time to identify attractive chicken stocks globally.

    http://seekingalpha.com/article/3809...is-playing-out

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    Quote Originally Posted by MARKETWINNER View Post
    It is a rock and resilient in this volatile market situation. It is time to identify attractive chicken stocks globally.

    http://seekingalpha.com/article/3809...is-playing-out
    FRM.ax. Disc : Long

  5. #5
    Senior Member Valuegrowth's Avatar
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    Thanks. Thanks. Some fire sales in global markets may open up some opportunity for long term investors.

  6. #6
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    Quote Originally Posted by stoploss View Post
    FRM.ax. Disc : Long
    On Friday SAFM shares fell due to speculation on reappearance of bird flu in the USA. France is also having bird flu. There is a new Bird-Flu Case has reported in Indiana. Other regional poultry producers in Asia Pacific region will become winners. Shares of other poultry processors in the USA also fell sharply on Friday partly due to fear that the Indiana case could lead foreign countries to maintain bans on imports of U.S. chicken.

    I found FRM.ax exports its products to Asia as well.

  7. #7
    Senior Member Valuegrowth's Avatar
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    AT the end of the day Dow recovered from 565 point plunge and closed around 250 still down. But chicken related stocks such as SAFM and TSN defied the market trend. Both went up at the end of the day. May be it is time to look for some boring stocks globally.
    Last edited by Valuegrowth; 21-01-2016 at 09:36 PM.

  8. #8
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    Quote Originally Posted by stoploss View Post
    FRM.ax. Disc : Long
    Looks like the Golden Arches helping push up egg demand ....
    http://www.stuff.co.nz/business/7626...alds-breakfast

  9. #9
    Senior Member Valuegrowth's Avatar
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    Quote Originally Posted by stoploss View Post
    Looks like the Golden Arches helping push up egg demand ....
    http://www.stuff.co.nz/business/7626...alds-breakfast
    Chicken and eggs are cheaper than other meat and fish. Quality healthy consumers will go behind chicken and egg menu rather than other unhealthy menu in the coming years.

    Thank you for the link. It is going to be chicken year again. Investors are getting interested on poultry related stocks again. Hopefully, we may see breaking of 52 weeks high for some poultry stocks. I will update them later.
    Last edited by Valuegrowth; 27-01-2016 at 09:17 PM. Reason: To adjust sentences.

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    Marketwinner did you buy any FRM ?? Good 4c out on Friday after the close imo.

  11. #11
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    Quote Originally Posted by stoploss View Post
    Marketwinner did you buy any FRM ?? Good 4c out on Friday after the close imo.
    No. I didn’t. I am in the process of finding new broker. It has chance to pass its 52 week high. It has given astonishing return to investors who bought one year before, two year before, five year before and very recently three months before.

    I saw heavy buying interest on poultry related stocks almost every markets such as developed, frontier and emerging markets on Friday. It is better to identify these types of stocks before others.

    Good luck!

  12. #12
    Senior Member Valuegrowth's Avatar
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    Poultry related stocks are the ones to watch in this global sell off. Have they become safe heavens? They have more legs.

  13. #13
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    Quote Originally Posted by stoploss View Post
    FRM.ax. Disc : Long

    It reported new 52 weeks high. Isn’t it? There could be more stocks in this type in almost all types of markets such as developed, emerging and frontier markets which can break their 52 weeks high and all time high.

    Market had sell-off and volatility but some stocks were bucking the trend. One by one, they have begun to outperform the market. Based on the earning outlook and industry outlook we could expect positive outlook for poultry sector in 2016/17. In addition, the poultry market outlook over the next decade remains mostly positive.

    This is one area where investors can get higher returns in the coming ten years.

    Two main factors on the demand side are growing population and increased protein consumption in diets worldwide. Supply sides will strength through lower feed costs. By 2024, an additional 26 million metric tons of poultry will be produced worldwide.
    Last edited by Valuegrowth; 16-02-2016 at 09:16 PM. Reason: To adjust sentences.

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    Quote Originally Posted by MARKETWINNER View Post
    It reported new 52 weeks high. Isn’t it? There could be more stocks in this type in almost all types of markets such as developed, emerging and frontier markets which can break their 52 weeks high and all time high.

    Market had sell-off and volatility but some stocks were bucking the trend. One by one, they have begun to outperform the market. Based on the earning outlook and industry outlook we could expect positive outlook for poultry sector in 2016/17. In addition, the poultry market outlook over the next decade remains mostly positive.


    This is one area where investors can get higher returns in the coming ten years.

    Two main factors on the demand side are growing population and increased protein consumption in diets worldwide. Supply sides will strength through lower feed costs. By 2024, an additional 26 million metric tons of poultry will be produced worldwide.
    HI MW , FRM hit AUD $ 2.10 on 03/02/16 ...... been down to I think $1.53 since , now on the way back up .... few broken eggs along the way but I'm still in for the ride looking for $ 2.50

  15. #15
    Senior Member Valuegrowth's Avatar
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    Quote Originally Posted by stoploss View Post
    HI MW , FRM hit AUD $ 2.10 on 03/02/16 ...... been down to I think $1.53 since , now on the way back up .... few broken eggs along the way but I'm still in for the ride looking for $ 2.50
    Hi Stoploss

    Today it closed at 1.77 up by more than 5%.Have you noticed all types of broken eggs (flue panic, market panic, volatility and sell off) have created and are creating opportunities in poultry stocks?


    This is a year for undervalued stocks mainly for attractive food stocks. Those who have invested in correct type of stocks will outperform broader market in 2016/17. We should find out some attractive food related stocks including under researched attractive food stocks globally to enjoy food oriented bull market. Entire poultry group has become very bullish in the USA. American chickens are having a good time. It should spread to other markets as well. Currently, I am trying to find food related stocks in other Asian markets as well.


    Please free to list other attractive stocks in the Australian market.

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    Hi MW, I am holding a2m, BFC,TFL all food related in a way . However I like FRM best .

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    Looks like this is right up your alley MW .....
    http://www.asx.com.au/asxpdf/2016021...ckyqp1cv5t.pdf

  18. #18
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    Quote Originally Posted by stoploss View Post
    Looks like this is right up your alley MW .....
    http://www.asx.com.au/asxpdf/2016021...ckyqp1cv5t.pdf
    Thank you so much stoploss. I really appreciate. Just like me, its look like you are fond of food stocks. You are already a winner. Am I right?

    It is time to identify winners for 2016/17 and coming bear market most probably in 2017/18.

    Good luck!
    Last edited by Valuegrowth; 18-02-2016 at 09:03 PM.

  19. #19
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    Have a look at moving averages of some food stocks which include poultry stocks from the following link. Global poultry stocks have more legs.

    http://finance.yahoo.com/news/does-h...130529066.html

  20. #20
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    It is time to identify great opportunities in undervalued food and poultry related stocks globally in all types of markets such as developed, emerging and frontier markets.Curent food and poultry rally is unstoppable. Global consumers have more money in their pockets thanks to lower commodity prices. Therefore, they like to taste more tasty foods. Even during bad time they cannot postpone eating and drinking.

    http://www.financial-market-news.com...rnings/883524/

    Sanderson Farms, Inc. (SAFM) Reaches New 12-Month High Following Better-Than-Expected Earnings
    Last edited by Valuegrowth; 27-02-2016 at 11:10 AM.

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