Smithfield Foods, Inc. (NYSE:SFD)

wrparks (64.49) Submitted: 8/29/2008 2:39:06 PM : Start Price: $20.00 SFD Score: -3.64

Asia loves pork.

MrClower (69.26) Submitted: 4/4/2008 9:40:54 AM : Start Price: $26.48 SFD Score: +23.35

This is one of the few vices I will bet against. In the current environment you can make money on gambling, on tobacco, on whiskey, on naked people, and just about any vice you can imagine. But this isn't just any vice. It's pork. Religious groups hate it. Vegetarian groups hate it. Animal rights groups hate it. Medical organizations hate it. Let's face it. The only place the pork industry is getting any love is from burger and breakfast joints.

No amount of PR work is going to un-demonize pork. It's not going away, but it's never going to be as profitable as in years past.

dettm40517 (< 20) Submitted: 2/14/2008 10:51:38 AM : Start Price: $26.01 SFD Score: -22.51

Verticle integration has provided a means of either profiting from production or from value added processing. Costs are lower than others, so they should at least come out better and benifit from liquidation of other who can't continue.

dabiss (67.69) Submitted: 12/6/2007 6:58:55 PM : Start Price: $29.89 SFD Score: -23.29

1. Hog slaughtering at all-time highs.

2. Prices maintaining.

3. Weak dollar and production problems in China are driving exports.

Ryanhood (23.77) Submitted: 11/4/2007 10:32:00 PM : Start Price: $28.21 SFD Score: -20.32

China slaughtered 20% of hogs due to disease controls. Smithfield's phne is ringing and insiders are buying shares.

MarketMuser (< 20) Submitted: 10/23/2007 6:29:52 PM : Start Price: $28.44 SFD Score: -19.94

As of 10/16/07, ContiGroup Companies, Inc., which owns about 6.59% stake [8.85MM shares] in Smithfield Foods has entered into a trading plan to add 1.51 million shares of stock.

Smithfield director Paul J. Fribourg, a ContiGroup executive, purchased 315K shares at $30.06 on 9/21/07 and 110K shares on 9/25/07 at $29.97. Additinally, P.C. Larry, Smithfield's CEO bought 10,000 shares at $29.31.

During Smithfield's conference call, they announced an official agreement to deliver some nominal amount of pork to China through this year end, but this could be a precursor to a larger, long-term agreement.

lonewolf54 (79.44) Submitted: 7/21/2007 3:04:13 PM : Start Price: $34.63 SFD Score: +31.40

cyclical stock that has just about peaked out this cycle. will move down for several weeks

RagingFoo (< 20) Submitted: 6/21/2007 8:51:14 AM : Start Price: $31.76 SFD Score: -27.93

Good company. Good food. I think it'll outperform in the next few years, but for now, it's overpriced. I think this stock should sit at no more than $15 with its current numbers.

lewanss (90.73) Submitted: 3/8/2007 10:40:52 AM : Start Price: $28.99 SFD Score: -29.15

smithfielf, food products

StanCan44 (87.91) Submitted: 2/15/2007 11:51:02 PM : Start Price: $29.17 SFD Score: -26.61

Strong uptrend underway. Moving into more processed foods business with better margins

wolfke100 (< 20) Submitted: 2/15/2007 6:45:06 AM : Start Price: $28.85 SFD Score: -25.68

higher but not for long.

wrjrescue (< 20) Submitted: 1/23/2007 1:17:22 PM : Start Price: $25.27 SFD Score: -17.51

I have owned this stock for several years plus I am familiar with some of top management for years and the way they operate.

MckinStocks07 (38.79) Submitted: 1/11/2007 12:20:41 PM : Start Price: $25.80 SFD Score: -19.09

This stock was picked by John

jajones4439 (60.39) Submitted: 11/16/2006 1:09:15 PM : Start Price: $26.86 SFD Score: -23.69

recently bought butterball turkey from ConAgra