Smithfield Foods, Inc.

  • China, Pigs, and Water: The Unlikely Combination

    By Hyuncha Cho - September 3, 2013 | Tickers: MON, SFD, SOYB

    I know it’s fun and perhaps even fascinating to talk about the Syria oil crisis. But to me, there may be an even bigger crisis lurking underneath the fastest growing economy. China has expanded relentlessly, and as a result, the cost to the environment has been devastating. So, not so surprisingly, the Chinese government has come up with a 180 billion dollar plan, in order to tackle the issue more »

  • A Tasty Food Business at a Relatively Low Price

    By Anh HOANG - August 15, 2013 | Tickers: CAG, SFD, TSN

    Tyson Foods (NYSE: TSN) has experienced a considerable gain in the past 12 months, up more than 92.8%, beating the S&P 500’s increase of only 22.7% during the same period. Recently, Tyson Foods received more bullish momentum in the market, with a nice rise of more than 4.1% in just one trading day to reach around $29.70 per share. The bullish market sentiment was more »

  • Food Safety Concerns in China Could Fuel Zoetis’ Growth

    By Leo Sun - August 7, 2013 | Tickers: LLY, MRK, SFD, ZTS

    Zoetis (NYSE: ZTS), Pfizer’s former animal health business, has been on a roller coaster ride since its public debut in February. Pfizer spun off Zoetis in an effort to slim down its operations and boost revenue after the loss of patent exclusivity for its top selling cholesterol drug, Lipitor.

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    Since then, the bulls and the bears are at odds regarding the future of Zoetis, and shares are still flat more »

  • Billionaire Mario Gabelli’s Takeover Targets

    By Meena Krishnamsetty - July 22, 2013 | Tickers: K, NAV, POST, SLE, SFD

    Billionaire Mario Gabelli of GAMCO Investors appeared on CNBC on July 9 to discuss a variety of topics, including three stocks which he thought might be potential takeover targets. Acquisitions of public companies occur at significant premiums to the market price, allowing investors to earn high profits if they guess right, but we don’t like relying entirely on this kind of speculation and would advise to see if a more »

  • Spam On The Rebound

    By Jeremy Worthington - July 14, 2013 | Tickers: HRL, SJM, MFI, SFD

    Spam is a household name yet Hormel Foods (NYSE: HRL), the maker of Spam, is not that well known a company. The popular canned meat is widely consumed both in the United States and internationally. The stock of Spam took a tumble after the company cut its full year outlook but then it has been inching up since then. While the company still faces some headwinds in high pork prices more »

  • Are You a Chicken Investor?

    By Dan Moskowitz - July 10, 2013 | Tickers: PPC, SFD, TSN

    Have you been eating more chicken lately? If so, you’re going along with a U.S. trend. More people are ditching red meat due to potentially adverse health effects and consuming more chicken. Of course, anything in moderation is okay, but that’s a story for another time.

    At least the Chik-fil-A cows are on track for accomplishing their goal. More importantly, several companies stand to benefit from this more »

  • How Paula Deen's Mishap May Impact the Market

    By Stephanie Faris - July 2, 2013 | Tickers: NVO, SNI, SFD

    However you feel about celebrity chef Paula Deen, it's hard to ignore the impact one person has on the business world. As major brands lined up to pull the plug on deals with Deen, many consumers wondered if it's already too late. Brands like Wal-Mart and Walgreen, which merely carried the chef's products, will likely be unfazed, but what about those brands that had closer associations?

    In more »

  • Smithfield Could Be Worth Much More

    By Anh HOANG - July 2, 2013 | Tickers: HRL, SLE, SFD

    Smithfield Foods (NYSE: SFD) has received a lot of attention from the investment community with its recent buyout offer from the Hong Kong-based holding company Shuanghui International. The Chinese company offered to acquire Smithfield at around $34 per share, with the total transaction value of $7.1 billion including Smithfield’s debt.

    Interestingly, in the middle of June, activist investment fund Starboard Value, the owner of a 5.7% stake more »

  • Investing Carnivore Style

    By Ryan Palmer - July 1, 2013 | Tickers: SLE, SFD, TSN

    In terms of per capita meat consumption the United States ranks second in the world, Americans consume meat at a rate over three times the global average. We are indeed a country that loves our meat.

    In America, red meat has long been the most popular variety. But a myriad of health issues have been linked to the consumption of large amounts of red meat, colon cancer and cardiovascular disease more »

  • Will the Deen Debacle Devastate Your Stocks?

    By AnnaLisa Kraft - June 28, 2013 | Tickers: CZR, LINTA, SNI, SFD

    Everyone's former favorite Meemaw, Paula Deen, is seeing her cooking empire crumble as six of the companies she either endorses or is involved with have dropped her: Wal-Mart, Smithfield Foods (NYSE: SFD)Caesars Entertainment (NASDAQ: CZR,)  Novo Nordisk, Home Depot, and Food Network, owned by Scripps Network Interactive (NYSE: SNI).  Her admission that she used  a racial epithet decades ago in a deposition has created another flashpoint in the more »

  • Smithfield Buyout? Not So Fast, Says Starboard

    By Meena Krishnamsetty - June 28, 2013 | Tickers: PPC, SFD, TSN

    A few weeks ago, Chinese company Shuanghui International announced a $34 per share bid for Smithfield Foods (NYSE: SFD), a large producer of pork and other meat products. The stock had been trading at about $26 prior to the announcement, so this takeover price represented a substantial premium for shareholders.

    However, activist Jeffrey Smith’s Starboard Value is not impressed. The fund recently filed a 13D with the SEC, reporting more »

  • How to Feed a Dragon and Make Money

    By Varun Chandan - June 21, 2013 | Tickers: CPB, HRL, SFD

    In the past couple of weeks, two major transactions have highlighted the rising food demand in China.

    Earlier this month, Smithfield Foods (NYSE: SFD), a producer and marketer of fresh meat and packaged meat products, agreed to be acquired by China’s Shuanghui International Holdings Limited. This week, Campbell Soup (NYSE: CPB) announced that it will acquire Denmark-based Kelsen Group to boost its presence in China.

    The past decade of more »

  • There's Meat on the Bone With Tyson Foods

    By Michael Ugulini - June 14, 2013 | Tickers: HRL, SFD, TSN

    Sure, I know what some of you may be thinking, 'What's this guy doing foraging in the refrigerator of the Meat Products industry in the Consumer Goods sector when he could be eyeing an exciting digital venture or something similar?" 

    It's because people still have to eat, and companies such as Tyson Foods (NYSE: TSN) are increasingly finding new ways to keep them fed with products they desire more »

  • Will This Huge Chinese/US Deal Go Through?

    By Mike Thiessen - June 11, 2013 | Tickers: HRL, SFD, TSN

    As American consumers fret over the implications of the deal, retail investors and seasoned traders alike are lining up to play the planned merger between China's state-run Shanghui International Holdings and pork producer Smithfield Foods (NYSE: SFD). Although the terms of the deal appear to be quite favorable to Smithfield, it presents a number of regulatory and financial questions that may not have easy answers. Due to the politically more »

  • Does Smithfield Foods Have a Good Deal?

    By Anh HOANG - June 7, 2013 | Tickers: HRL, SFD, TSN

    Recently, Smithfield Foods (NYSE: SFD) has received a merger offer of $34 per share from the Hong Kong-based holding company, Shuanghui International Holdings. At $34 per share, the deal is valued at as much as $7.1 billion, including Smithfield’s net debt. Since the beginning of the year, Smithfield has advanced significantly, by more than 52.4%.

    Let’s take a closer look to see whether or not Smithfield more »

  • 2 Huge Deals as M&A Accelerates

    By RJ Towner - June 6, 2013 | Tickers: CRM, SFD, VRX

    In one of the more surprising deals in some time, pork producer Smithfield Foods (NYSE: SFD) sold itself to Chinese meat producer Shuanghui International for $4.7 billion, or $34 per share in cash. The price represents a 31% premium to the previous day’s closing price. While American pork consumption languishes, the Chinese have a healthy appetite for the meat. Shuanghui will be able to take excess pork supply more »

  • A Match Made in Hog Heaven

    By Nicholas Kitonyi - June 6, 2013 | Tickers: HRL, SFD, TSN

    Shuanghui International has just created an opportunity for Smithfield Foods (NYSE: SFD) to rapidly grow its sales in the coming years. Smithfield, the world’s largest pork processor and based in Virginia, has been bought by Shuanghui International Holdings, for a value believed to be around $5 billion. Shuanghui International is the majority shareholder of Henan Shuanghui Investment & Development, which is China's largest meat processing enterprise

    The acquisition means more »

  • After Smithfield Foods, Which of these Companies Is Next?

    By Mark Yagalla - June 5, 2013 | Tickers: HRL, PPC, SAFM, SFD, TSN

    With the news last week that Smithfield Foods (NYSE: SFD) was being purchased by Chinese company Shuanghai International Holdings for $4.7 billion, it has me wondering if other U.S. meat companies are going to be acquired by Chinese companies. The Smithfield Foods and Shuanghai deal could touch off a flurry of mergers and acquisitions in the space. That would bode well for shareholders of Tyson Foods (NYSE: TSNmore »)

  • Investing in China's Growing Appetite for Meat and Seafood

    By Leo Sun - May 29, 2013 | Tickers: CMFO, SFD, TSN, HOGS

    Investors who have been following the Chinese market know that China’s food supply chain has been suffering from some serious problems.

    Dead pigs were dredged out of the Huangpu River in Shanghai, hormone-injected chickens are making their way to KFC, there's the avian flu, and the recent rat meat scandal. All these events have all cast serious doubts on the safety and sustainability of the Chinese food industry more »

  • Will Patience With This Pork Producer Payoff?

    By Bob Chandler - May 28, 2013 | Tickers: HRL, SFD, TSN

    Though its stock is up around 40% from a 2012 low, Smithfield Foods (NYSE: SFD) may have to navigate some near-term headwinds before making another move higher. Smithfield, the world's largest pork processor and hog producer, might be facing a very tough operating environment for at least the next six months. After reporting a 15% net profit decline on a 3% sales increase in its latest quarter, the combination more »

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