Industrios Bachoco, S.A.B. de C.V. (ADR) (NYSE:IBA)

CAPS Rating: 5 out of 5

The Company is engaged in breeding, processing and marketing of poultry, swine and other products.

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Member Avatar Staka (98.02) Submitted: 10/5/2013 1:24:53 PM : Outperform Start Price: $37.85 IBA Score: +5.38

Positive:
- Despite the run up in the stock price still at reasonable valuations, with good cash hoard, strong cash flow and still growing

Negative:
- Bird flu or other diseases can always hit them temporarily.
- Emerging markets might get hit hard on next recession.

Category: ICIp

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Member Avatar cjlee001 (72.73) Submitted: 1/12/2012 9:08:39 PM : Outperform Start Price: $17.42 IBA Score: +105.32

i think food producers in emerging economies (where the population is growing) are a good play. this one is particularly beaten down.

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Member Avatar zwalt99 (85.26) Submitted: 8/21/2011 7:49:33 PM : Outperform Start Price: $21.14 IBA Score: +46.94

It's growing steadily, net income and FCF are positive, and the stock price is below net tangible assets. I like that combination.

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Member Avatar lgtx99 (52.16) Submitted: 7/15/2011 3:44:40 PM : Outperform Start Price: $21.59 IBA Score: +62.87

Chicken is big nowadays, fast food places sell more poultry than beef, even pizza places deliver chicken.

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Member Avatar kinosternon (99.19) Submitted: 4/6/2011 1:40:20 PM : Outperform Start Price: $25.78 IBA Score: +31.60

Chicken is big! ...so, I like this industry. All the burger joints sell more chicken than beef. Pizza joints (Domino's, DiGiorno, and Pizza Hut) now sell (and deliver) chicken. This industry will just keep growing.

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Member Avatar 20100626 (< 20) Submitted: 7/31/2010 5:01:44 AM : Outperform Start Price: $17.25 IBA Score: +89.31

GoldminingXpert

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Member Avatar SweetMircha (90.58) Submitted: 1/10/2010 11:30:30 AM : Outperform Start Price: $21.74 IBA Score: +41.04

I bought this stock in 08 when it hit rock bottom at $8.10 and then sold it when it hit $18.00. I was a fool for real; scared it would fall back down but I was SO Wrong. It kept going up till now at over $23.00. What a Fool I was. I'm pplanning to buy some again soon.

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Member Avatar Junkyardhawg1985 (91.08) Submitted: 11/2/2009 2:23:02 PM : Outperform Start Price: $21.08 IBA Score: +30.04

At $23/sh, the stock is trading slightly below net tangible assets, growing revenue at a double digit rate, is profitable, has a very strong balance sheet with over $2/sh in net cash, and trades at an enterprise value to revenue ratio of 0.65. Management in this company tends to be very conservative.

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Member Avatar devoish (99.08) Submitted: 7/2/2009 2:07:12 PM : Outperform Start Price: $19.65 IBA Score: +17.16

3% dividend, $5.00/share cash, almost no debt. chicken and eggs are a cheap protein source. Mexican. earnings have quarterly fluctuations but steady growth YOY. reup with a greater than 5% gain to help accuracy and get back in at a slightly lower start price

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Member Avatar Trimalerus (92.66) Submitted: 3/25/2009 3:08:53 AM : Outperform Start Price: $10.38 IBA Score: +192.84

This is my second Pig & Poultry pick, I also like Sadia SDA to outperform the market, especially at it's current discount. The fact that not a single All-Star member has picked this to under is also very encouraging. This boy is gonna bounce back and I'll hop on and ride it into the high 20s!

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Member Avatar GAME05 (93.97) Submitted: 5/26/2008 9:53:09 PM : Outperform Start Price: $24.57 IBA Score: +39.35

Value play.

Currently it is trading at 1.02 of the tangible book value.

Consistently outperforming the industry by a significant margin in the following categories:

Dividend yield, EPS growth ttm, sales, current ratio, all profitability margins, ROI, ROA.

I value at $3.4 B

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Member Avatar sodesic (< 20) Submitted: 4/22/2008 2:10:59 PM : Outperform Start Price: $25.41 IBA Score: +33.54

from the company website http://www.bachoco.com.mx/?p=75

Industrias Bachoco was founded by the Robinson Bours family in 1952 in the Mexican State of Sonora. It has grown to become the largest poultry company in Mexico. The company’s headquarters are located in the city of Celaya, in the state of Guanajuato. Our main products lines are: chicken, eggs, balance feed and swine. Industrias Bachoco is a vertically integrated company, with a national distribution network as well as processing plants that operate in conjunction with other 700 facilities located in nine complexes located throughout Mexico. Industrias Bachoco completed its initial public offering in September 1997. Its securities are listed on the Mexican Stock Exchange and trades under the ticker symbol “Bachoco B” and on the New York Stock Exchange under the ticker symbol “IBA”. The Company posted net sales of $1.4 billion dollar for fiscal year 2006 divided among the Company’s four main product lines as follows: 77.6% chicken, 9.2% table eggs, 9.0% balance feed, and 4.2% swine and other

Chicken is cheaper compared to other meats

As people become more affluent they eat more meat but their desire would be tempered by high costs,chicken would make a nice compromise solution.

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Member Avatar ESVreason (41.17) Submitted: 2/24/2008 2:46:15 PM : Outperform Start Price: $25.75 IBA Score: +28.15

awesome....poultry and swine..yum

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Member Avatar MJKpayday (99.78) Submitted: 2/2/2008 1:14:53 PM : Outperform Start Price: $25.84 IBA Score: +31.27

Industrias Bachoco is a deep value poultry and swine processor in Mexico who stands to benefit from a rising Mexican middle class looking to enrich their diets with more meats. The company sports a market cap that's a mere hair above it's tangible book value, a P/E of 15, years of incremental growth, a 3% dividend, and a price at historically low price to value ratios.

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Member Avatar Mktintelanalyst (< 20) Submitted: 9/14/2007 10:15:14 AM : Outperform Start Price: $25.24 IBA Score: +42.59

Got hit by a brokerage downgrade. Up too much too fast?
This company benefits from the demand for meat products in Mexico, low labor costs with immigration inspection pressure on U.S. producers and their entry into the U.S. market. China may also be an importer (Chicken feet.)
Thinly traded but should work well in a steady buy program long term.

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Member Avatar ArtK2 (< 20) Submitted: 9/13/2007 4:24:00 PM : Outperform Start Price: $25.24 IBA Score: +42.25

Dominant chicken, egg, pork & feed producer in Mexico. Expanding to northern Mexico. High insider ownership and trading slightly above book value. The dividend is over 2% and profits are reeturning after the bird flu scare.

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Member Avatar MatthewDM (49.00) Submitted: 7/27/2007 12:19:00 PM : Outperform Start Price: $28.73 IBA Score: +19.96

still has a lot of room for growth and a nice dividend

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Member Avatar Cwlas (< 20) Submitted: 3/12/2007 10:49:53 PM : Outperform Start Price: $25.07 IBA Score: +34.91

Although this is a holding company it has shown a steady upward movement, some pretty good numbers if bought yrs ago.

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Member Avatar ricksdfool (43.29) Submitted: 1/12/2007 3:11:05 PM : Outperform Start Price: $22.59 IBA Score: +56.78

It is a family run chicken and egg business. They have add new facilities which increasing product available and lowered costs. it is a growth stock which pays a dividend.

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Member Avatar Sunnybeachouse (20.80) Submitted: 12/27/2006 6:28:22 PM : Outperform Start Price: $24.43 IBA Score: +41.74

It beats the world's largest chicken processor Tyson Foods (TSN) by a mile and has a wonderful cash position, solid profits and an excellent 1, 2 and 5 year chart...consistently beating all its competitors and the S&P...

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