| To: kendall harmon who wrote (3) | 3/31/2001 8:21:56 PM | | From: flint | | | | On the news wire for SFD the rumor about Hoof and Mouth in a North Carolina pig hit almost immediatly.I was reading a North Carolina newspaper site and saw that in early afternoon the test turned up negative. The negative test results never hit the news wire for SFD.
Next time the rumor of an animal infected with hoof and mouth surfaces I suggest you follow the local news, good news just does travel as fast as bad. |
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| From: flint | 3/31/2001 8:23:30 PM | | | | | | | North Carolina judge throws out lawsuite. The tide may finally be turning where anybody and everybody sues the pig farmer. |
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| To: flint who wrote (7) | 4/11/2001 9:24:24 PM | | From: flint | | | | I received Chart Geek's, at TheStreet, replied to an offer I gave him.
He had nice smug replied when I told him he was wrong about SFD being a short as he was about LVLT heading to $60.00. I could not help but notice the response I received today was a bit more defensive than the one on April 3.
The idiot knows he is a fool that cost people their savings, but his grammer is better than mine. Thats all that counts - ain't that so Chart Geek.
Chart Geek - Pay me the $1,000 per week for me to review your picks. Stop looking like a fool.
Its time to load up on SFD.
Flint |
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| To: flint who wrote (8) | 6/4/2001 9:23:56 PM | | From: Zeev Hed | | | | Hey, Flint, SFD reports Wed. Morning, I see the consensus is only $.76 (from "Whispers"), but I have them north of $.83, do you have any estimates?
Zeev |
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| From: 249443 | 5/18/2002 10:01:09 AM | | | | | | "Naked Hogs Aren't Pretty"
This is my nomination for best Research Paper Title of the year!
"Merrill Lynch & Co . reduced earnings estimates for Smithfield Foods Inc. (SFD) Thursday, citing unhedged hog inventory positions.
In a report he titled "Naked Hogs Aren't Pretty," analyst Leonard Teitelbaum cut his estimate for the current fiscal fourth quarter to 22 cents per diluted share from 30 cents, and to $1.78 from $1.86 for the year. His fiscal 2003 range dropped to $2 to $2.10 from $2.15 to $2.20 per diluted share.
The Thomson Financial/First Call consensus for the quarter is 25 cents and for the year $1.80. For FY03 it is $1.97 per diluted share.
Teitelbaum said pork producer Smithfield hadn't hedged live hog prices recently and that "naked" position left it vulnerable to a profit margin squeeze when selling prices declined more rapidly than wholesale prices. It could be fall before margins increase, the analyst wrote." |
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| To: 249443 who wrote (10) | 5/18/2002 10:03:45 AM | | From: 249443 | | | | Presentation at Goldman Sacks Webcast:
Smithfield Foods CEO Joseph W. Luter, III, Presentation At Goldman Sachs Conference Webcast
The 44-minute webcast is well-done and gives an excellent overview of the company now and going forward.
smithfieldfoods.com
Smithfield, Virginia (May 8, 2002)-Joseph W. Luter, III, chairman and chief
executive officer of Smithfield Foods, Inc. (NYSE: SFD), will be a speaker
at the Goldman Sachs consumer products conference at 9:40a.m., Friday, May 10 in New York.
To access the webcast: gs.com
Username: conference/conf2
Password: goldman2 |
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