BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[ADM: When in doubt, go with those that have clout]]>http://www.bloggingstocks.com/2009/07/22/adm-when-in-doubt-go-with-those-that-have-clout/http://www.bloggingstocks.com/2009/07/22/adm-when-in-doubt-go-with-those-that-have-clout/http://www.bloggingstocks.com/2009/07/22/adm-when-in-doubt-go-with-those-that-have-clout/#commentsFiled under: ,

If you missed the earlier entry point for Archer Daniels Midland, you're in luck: the stock has been testing $30 resistance for about six months. But that resistance won't hold forever.

Hence, I'm Reiterating my Buy rating for Archer Daniels Midland (NYSE: ADM), first recommended on March 25, 2009 at a price of $28.78.

Continue reading ADM: When in doubt, go with those that have clout

ADM: When in doubt, go with those that have clout originally appeared on BloggingStocks on Wed, 22 Jul 2009 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>admagricultural servicesAgriculturalServicesfood processingFoodProcessingoilseedWed, 22 Jul 2009 18:00:00 EST<![CDATA[Hormel Foods is a pantry/freezer-based defensive]]>http://www.bloggingstocks.com/2008/03/31/hormel-foods-is-a-pantry-freezer-based-defensive/http://www.bloggingstocks.com/2008/03/31/hormel-foods-is-a-pantry-freezer-based-defensive/http://www.bloggingstocks.com/2008/03/31/hormel-foods-is-a-pantry-freezer-based-defensive/#commentsFiled under: ,

With the markets still in a choppy/consolidation mode (or perhaps worse), it's best to consider including a few defensive stocks in your portfolio. With the aforementioned in mind, Hormel Foods is worth an evaluation.

Hormel Foods (NYSE: HRL) is a diversified producer of consumer foods. A processor of the now universally known "spiced ham" product -- SPAM -- Hormel is also a top U.S. turkey processor and a major pork processor, including the Jennie-O turkey, Cure 81 hams and Always Tender fresh pork brands.

In general, analysts expect 5-7% revenue growth for Hormel for FY2008, with an adequate performance from its grocery division, with pricing power offsetting lower volumes.

Meanwhile, refrigerated foods should outperform expectations in FY2008, with widening margins; specialty foods demand probably will be flat.

Continue reading Hormel Foods is a pantry/freezer-based defensive

Hormel Foods is a pantry/freezer-based defensive originally appeared on BloggingStocks on Mon, 31 Mar 2008 13:44:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>food processingHormel FoodsHRLMon, 31 Mar 2008 13:44:00 EST<![CDATA[Bunge Ltd. likes the entire food chain]]>http://www.bloggingstocks.com/2008/02/27/bunge-ltd-likes-the-entire-food-chain/http://www.bloggingstocks.com/2008/02/27/bunge-ltd-likes-the-entire-food-chain/http://www.bloggingstocks.com/2008/02/27/bunge-ltd-likes-the-entire-food-chain/#commentsFiled under: , ,

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business models and a competitive advantage in established markets, preferably with a favorable global trend as a support. And with the above in mind, Bunge Ltd. is worth a review.

Bunge Ltd. (NYSE: BG) is the world's No. 1 soybean processor, a leading South American fertilizer maker and provider, and a major U.S. food processor. BG is also the world's largest oilseed producer. Analysts see BG's sales advancing 13-17% in 2008, after a double-digit gain in 2007.

Further, analysts believe Bunge is well-positioned in the world's largest food production regions to take advantage of the world's fastest-growing consumption markets. In addition, analysts like BG's 80-nation footprint.

Margins may narrow slightly in 2008, due to higher commodity and energy costs. The Reuters F2008/F2009 EPS consensus estimates for BG are $6.63/$7.61.

The risks? Analysts are keeping an eye on soybean margins. A global economic slowdown would also (obviously) hurt BG's results.

The First Call mean rating for BG is: Hold [9 firms]. Mean 2008 target: $132 [high: $143, low: $120].

Stock Analysis: Bunge Ltd. is a moderate-risk stock not suitable for low-risk investors. Investors with an investment horizon longer than 2 years should be rewarded from BG's shares. Sell / Stop Loss if you were to purchase shares in this company: $72.

Disclosure: Lazzaro has no positions in stocks. In addition to private real estate holdings, he owns corporate and municipal bonds, and cash certificates of deposit.

Bunge Ltd. likes the entire food chain originally appeared on BloggingStocks on Wed, 27 Feb 2008 18:10:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agricultureBGBungecommoditiesfertilyzerfood processingWed, 27 Feb 2008 18:10:00 EST