SFD: Smithfield Foods, Inc. | Stock Discussion Forums

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Non-Tech SFD: Smithfield Foods, Inc.

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To: Joan Osland Graffius who wrote (13)	7/15/2002 12:02:29 AM
From: 249443	of 15

I think it will take 2-4 quarters to turn around the EPS & revenue estimates. My appreciation of the company is that I have trust in management and recognition that the business model is cyclical in nature. Interesting to note the 13G. Thanks!

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To: 249443 who wrote (14)	7/15/2002 12:17:47 AM
From: Joan Osland Graffius	of 15

mrcjmoney, I have a 1/3rd position in SFD and am trying to figure out at what price to add some more. They are accumulating assets as it is a good time to pick up good deals in this environment. They are starting to carry a fair amount of debt that has been picked up with some of these purchases. I would like to see them pay down some of there debt before they accumulate more assets. It would not surprise me if they pick up some Farmland assets. Joan

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