Feihe International, Inc. (NYSE:ADY)

CAPS Rating: 1 out of 5

The Company through its wholly owned subsidiary Feihe Dairy, produces and distributes milk powder, soybean milk powder, and related dairy products in China.

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Member Avatar slyboy30 (26.39) Submitted: 3/17/2007 5:22:52 PM : Outperform Start Price: $20.20 ADY Score: -113.63

Great Long term investment

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Member Avatar guitarwrecker (< 20) Submitted: 4/12/2007 11:52:59 PM : Outperform Start Price: $17.25 ADY Score: -101.55

The company has great growth potential and just posted results for FY06 evidencing its consistency. Low PE and PEG. They got smashed because they're reinvesting their revenues into marketing and increasing production capacity for FY07 which may lower earnings this year, but should pay off within a year.

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Member Avatar slowduckdead (42.49) Submitted: 6/3/2007 4:49:06 PM : Outperform Start Price: $18.50 ADY Score: -97.16

This morning on the news (both NPR and KCBS) there were reports that Dairy products pricing is increasing rapidly with no return to current levels in sight. Why are we going to have to pay more for milk, cheese, yoghurt, and other dairy products? It's because there is an extremely high demand for milk products OUTSIDE the US. This is a recent development as well.

China is a good example. As other recommenders have indicated, they are pushing the consumption of milk products amongst their population. However, there is also a large market for dairy products fed to animals, dried dairy products (dried milk), and even cheese outside Europe.

With the European market unable to take advantage of this uptick in need for dairy (the EU has heavily regulated volume of production with a tax for increased production of dairy products) there is simply no other place in the world for ASIA to come and get milk. Enter ADY. I can see this stock accelerating in the long term and mid term, especially if exports from the US grow.

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Member Avatar rainmaker59 (38.01) Submitted: 1/22/2010 7:40:50 AM : Outperform Start Price: $23.98 ADY Score: -147.10

Great value. Price and PE are way down only because revenues are a couple hundred million instead of a few hundred million. Sells infant formula to China with blessing of government. Rated as one of the best values of any stock on 1/22/10.

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Member Avatar jdrob (60.01) Submitted: 7/20/2007 3:34:36 AM : Underperform Start Price: $18.51 ADY Score: +94.56

Lets recap: China + food = poison pet food, counterfeit Colgate, executed head of whatever the chinese equivilent to the FDA is. "American" Dairy has warning signs all over it.

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Member Avatar MJKpayday (99.77) Submitted: 2/10/2008 11:39:30 AM : Outperform Start Price: $10.20 ADY Score: -82.52

http://biz.yahoo.com/prnews/080128/lam083.html?.v=101

If there's one thing I love about CAPS it's the way I can vicariously experience a stock pick that I wouldn't otherwise make in my real portfolio.

ADY is a Chinese company (Don't get me started on the way the Chinese name their companies) that brings dairy related products to the mouths of the largest populated country in the world. They've been focused on capital investments and increasing their capacity and for years it's done them well. But a good business doesn't mean much if you can't account properly and that's why we're 60% off highs. The company had an auditor that made too many mistakes, had a bad reputation, etc... Since then they've moved on to Grant Thorton, an international auditor with a strong reputation. It also leads me to believe that company is legitimate otherwise Grant Thorton wouldn't want them as clients. My outperform pick wouldn't be possible with out a.) A good business with products Chinese people need and will need more of (growth) b.) Accounting mishaps sending the stock 60% off highs c.) Choosing Grant Thorton, a highly regarded accounting firm, to be your auditor. Give it a year or so and that 60% loss a yesterday's price will turn into a 100% gain at today's prices.

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Member Avatar albybxny (< 20) Submitted: 6/22/2009 7:57:54 AM : Outperform Start Price: $41.97 ADY Score: -200.52

It has seized the opportunity to capture a greater share of the infant formula market with its popular brand name Feihe Dairy and has moved to increase capacity production by more than 150% over the next two years,

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Member Avatar hlacheen (99.01) Submitted: 7/30/2007 10:05:13 PM : Outperform Start Price: $17.30 ADY Score: -95.96

American Dairy is actually a Chinese dairy company with an extremely strong position in China. The Chinese government recently extended ADY's tax-exempt status through 2010.

Based on a 5-year growth estimate of 25-32%, and a future PE of 11-13, ADY should earn a compounded rate of return of 17-28% over the next 5 years (based on a purchase price of $18.)

This is not including the added benefit that ADY is very unknown to western investors at the moment. I anticipate that as analysts begin covering the stock, ADY will experience a P/E expansion. A P/E of 20+ is not unreasonable considering the company's growth prospects. It is always advisable to be conservative in your valuation estimates, however, which is why I am assuming ADY will maintain a P/E of around 11-13.

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Member Avatar ToKValue (22.90) Submitted: 1/28/2008 11:58:26 AM : Outperform Start Price: $8.98 ADY Score: -71.74

"I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be greedy when others are fearful."- lecturing to a group of students at Columbia U. He was 21 years old.-Buffett

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Member Avatar godwinslaw (31.54) Submitted: 12/15/2007 2:42:58 PM : Outperform Start Price: $12.55 ADY Score: -82.54

The market has overreacted to recent news. This company produces a quality product for a huge market with rapidly increasing demand. The opportunity is enormous, profitability is increasing, and the product will never go out of style.

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Member Avatar kensinvestor (< 20) Submitted: 4/12/2007 4:13:03 PM : Outperform Start Price: $17.25 ADY Score: -101.55

I have been involved with this stock since it was first listed. Its numbers are very impressive and it appears to be well run, honest, and communicative. With addtional investment and expansion, more visibility, and time, it will likely continue to stack up impressive gains. I continue to buy more at every dip!

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Member Avatar llamataboot (< 20) Submitted: 4/3/2007 5:40:28 PM : Outperform Start Price: $17.25 ADY Score: -102.75

reload after today's selloff

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Member Avatar meeva (< 20) Submitted: 3/5/2007 4:56:49 PM : Outperform Start Price: $20.10 ADY Score: -114.56

Quality consumables people need and like. The market is only getting bigger

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Member Avatar NorwayInvest (< 20) Submitted: 3/1/2007 9:27:18 AM : Outperform Start Price: $19.20 ADY Score: -112.24

Low debt, low PEG, china expousre, underanalyzed. Good longterm play

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Member Avatar ghost24601 (< 20) Submitted: 10/29/2009 10:48:12 PM : Outperform Start Price: $28.94 ADY Score: -160.58

Rising demand for food and food products will fuel their profits

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Member Avatar brianpivar (< 20) Submitted: 11/18/2009 1:11:50 AM : Outperform Start Price: $25.21 ADY Score: -148.51

current P/E 9.44
Forward P/E 7.7

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Member Avatar cjhughey (41.76) Submitted: 1/6/2010 11:50:30 AM : Outperform Start Price: $24.68 ADY Score: -144.06

Way undervalued. This stock can double to 50 and still be a good value for the money, especially given forward-looking earnings expectations. But even at more modest growth rates, it's a steal.

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Member Avatar tulipomania (33.65) Submitted: 8/27/2008 12:20:21 PM : Outperform Start Price: $9.75 ADY Score: -83.18

Others here say it better, but basically the price has been hit hard by accounting 'mishaps' which the company seems eager to correct. The numbers that we do have look good and low institutional ownership and analyst coverage have likely permitted this one to become oversold.

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Member Avatar ArtRead (< 20) Submitted: 7/25/2009 6:03:19 AM : Outperform Start Price: $26.28 ADY Score: -174.95

encouraged by gov't, incredible market penalties for failure, tax advantages, a soldier in China's war to make a middle class, well-run, selling at about a 4-1 P/E should be a $100 + stock once it finishes its growth phase,

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Member Avatar gabillh (< 20) Submitted: 11/30/2008 12:16:49 PM : Outperform Start Price: $16.68 ADY Score: -187.79

tech

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