SocialPicks Sentiment:
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This Quarter's Sentiment:
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SocialPicks Community
Brazilian food company
SDA
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I got this idea from here
http://www.socialpicks.com/discuss/show/1278
Sadia SA (Sadia) is a Brazil-based company involved in the food processing sector. It is principally engaged in the production of refrigerated and frozen food products. Sadia operates 14 industrial units and 16 distribution centers located in 14 Brazilian states. The Company’s product line includes pork meat, cooked meat, poultry cuts, sausages, margarines, pizzas, soups, desserts and pasta. It has offices located in Germany, Russian, Japan, China, Turkey, Argentina, Chile and Panama, among others. The Company < />...
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Running with the chickens!
SDA
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Sadia continues to be a growth story from Brazil. Their core products of Chicken and Pork continue to do well while their process products, which are higher margins, are growing. As they continue to penetrate developing markets of Asia, Middle East, and Russia, their revenues will expand nicely.
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Bullish on SDA ...
SDA
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Bullish "Mojo Crossover"! Get on the list for our "Hot Conference" chat room and trade with Mojo and 100 fellow traders coming soon (1st 100)! Just send an email (Subject: Hot Conference) http://modj97-predictwallstreet.blogspot.com The blog has updated charts for today's trading too.
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Sadia: This One Hasn't Flown the Coop
SDA
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It seems like a short period ago we were hearing frequent news reports about bird flu reaching another country, a splitting image of the mad cow disease scare, with everybody on high alert. Chicken processor sales took a decent hit from the bird flu scare, but have recovered since. The worries for bird flu have quieted down a bit now and while a relapse will damage the stock, Sadia S.A.'s (SDA) price appears to be at an attractive valuation for a company posting a strong quarter.
With share price of $33 and a P/E of 12, Sadia trades at a discount to the industry (Fish/Livestock) P/E of 16....
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Bullish on SDA ...
SDA
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Sadia is the largest and the most trusted name in Brazil for poultry and other chilled or frozen foods. The company has great balance sheet with dividens that pay above 5%. Cash flow positive and under 2B market cap suggest great growth potential. This stock is a long-term player with global reach. Middle east is one of their largest market, therefore geopolitical tensions pose some downside risk. Other risks involve the possibility of bird flu in their poultry and currency exchange rate between the Brazillian Real : US Dollar.
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From the Blogosphere
Stocks Selling Below Cash
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WallStreetNewsNetwork.com recently came out with a list of stocks selling below their cash per share. However, with the roaring bull market, many of these stocks have already moved up but are still trading at close to cash per share. Here are some examples of stocks with a low price to cash ratio.
Mitsubishi UFJ Financial Group, Inc. (MTU) has over $24 in cash per share yet sells for less than $6 per share.
Sadia S.A. (SDA), the Brazilian frozen foods company, has over $23 in cash per share yet sells for $6 per share.
Discover Financial Services (DFS), which issues the Discover credit card, ...
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Trio of Chinese takeover targets
SDA
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 "I believe the #1 rule for making money in the next decade is to get long whatever the Chinese are buying," says Tony Sagami in the Asia Stock Alert.
"China will need to consume an unprecedented amount of natural resources to fuel its red-hot economy," says the advisor who offers his speculations as to the most likely takeover candidates in three areas -- energy, metals and food. "There's no doubt in my mind that China is on a buying spree. And I'm not just talking about oil, either. Fact is, the Chinese have a ravenous appetite for virtually all commodities. <>"While I don't have any inside kno...
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Four Possible Takeover Candidates in China’s Sights
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As I’ve told you before, I believe the #1 rule for making money in the next decade is to get long whatever the Chinese are buying. After all, China will need to consume an unprecedented amount of natural resources to fuel its red-hot economy and feed its 1.4 billion people. And in a moment, I’m going to give you four specific areas to target, and the company in each area that looks most like a takeover candidate. But first, I want to tell you about … Four Recent Chinese Deals
That Prove My Point! <><>In just the last week, we witnessed a flurry of deals that prove just how hungry China ...
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Tuesday's Upgrades and Downgrades
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<>
Upgrades
PFF Bancorp (PFB)- B. Riley & Co Sell » Neutral
Western Refining (WNR)- Caris & Company Below Average » Average
Allion Healthcare (ALLI)- Broadpoint Capital Neutral » Buy
A.O. Smith (AOS)- Robert W. Baird Underperform » Neutral
Applied Industrial (AIT)- Morgan Keegan Mkt Perform » Outperform
Commvault Systems (CVLT)- Morgan Keegan Mkt Perform » Outperform
Longtop Financial (LFT)- Kaufman Bros Sell » Hold
Cubic (CUB)- Needham Hold » Buy
Network Equip (NWK)- Brean Murray Hold » Buy
3D Systems (TDSC)- Piper Jaffray Sell » Neutral
Beacon ...
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Tuesday's Upgrades and Downgrades
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<>
Upgrades
PFF Bancorp (PFB)- B. Riley & Co Sell » Neutral
Western Refining (WNR)- Caris & Company Below Average » Average
Allion Healthcare (ALLI)- Broadpoint Capital Neutral » Buy
A.O. Smith (AOS)- Robert W. Baird Underperform » Neutral
Applied Industrial (AIT)- Morgan Keegan Mkt Perform » Outperform
Commvault Systems (CVLT)- Morgan Keegan Mkt Perform » Outperform
Longtop Financial (LFT)- Kaufman Bros Sell » Hold
Cubic (CUB)- Needham Hold » Buy
Network Equip (NWK)- Brean Murray Hold » Buy
3D Systems (TDSC)- Piper Jaffray Sell » Neutral
Beacon ...
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arto21
(-2.49% risk: moderate)
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Sadia Chugging on all four cylinders
- Sadia surpassed its 52 week high for all the right reasons. Besides the relatively minute risks of increased inflation and any avian flu scare, this B...
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More Resources
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About Sadia S.A.
- Answers.com
