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Topic Archives: BRF (BRFS)

  • Selling a Long Term Value Pick

    This is just a quick note on a stock that I haven’t written about much for years, but that I’ve held through a major corporate merger and restructuring. I’ve got a planned personal sale to tell you about from my portfolio – I am putting a stop loss order in for my holdings in Brasil […]

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  • Catching up on my Brazilian Investments

    I’ve invested in and written about quite a few Brazilian companies over the years, and I own a handful of such stocks today — so with the Brazilian market taking a hit this year, I thought I’d take a quick look at those holdings. There are two Brazilian companies that I’ve profiled as “Idea of […]

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  • “#1 Gold Stock” from Luke Burgess (and a few personal portfolio moves)

    I’ve got a couple things to share with you today — the first is the solution to a teaser from Luke Burgess that’s come out as part of his big “Inflation Nation” promotion that’s more or less in line with all the “dollar doomed” teasers that have dominated the newsletter business in recent months (including […]

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  • “Secret ‘Leapfrog Phenomenon’ Generates Stunning 23,750% Return!”

    I’ve been so overwhelmed with gold and silver teases, and have written about them so many times over the last couple weeks, that I was really prepared to jump on anything that looked a bit more like a “real” company (ie, not just a commodity play or a hyped-up junior miner) … so here comes […]

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  • It’s Raining Chickens at Sadia

    Though they didn’t actually cut off his head and let him run around the barnyard, the Brazilian poultry and pork producer Sadia has gotten rid of their Chief Financial Officer.  For very good reason:  They just reported a huge loss of about $400 million on what sounds like it was foolish and unapproved currency trading […]

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  • Newsletter Convergence Happy for Sadia

    In the time that I’ve been watching newsletter ads, I’ve seen precious few companies that have been “teaser favorites” of multiple newsletters. One of those is the Brazilian poultry and processed foods company. It was teased by Mark Skousen in February, and then by Tom Dyson at Stansberry & Associates in March … and before […]

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  • “Invest in the Most Efficient Way to Feed the World”

    This teaser is a very brief one, from Tom Dyson for his International Strategist newsletter. Dyson is known better to the Gumshoe faithful for his role as the progenitor of the 801(k) strategy that so many of you have found compelling, which was part of a teaser for his 12% Letter on income investing. He […]

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  • Skousen: “Brazilian Food Stock Fattens Your Portfolio”

    This one came in from a few readers via email today, which is always delightful — but today it was even more of a delight, because here we have a company whose shares I own, and whose future I’m also fairly excited about. The ad is for Mark Skousen’s Hedge Fund Trader service, one of […]

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  • Comments

  • Sadia they just had bad news on one thing they were trying,,rest of operations should be good. I would not sell here. In...

  • Dr. KSS You are a true gem. The team here is outstanding. Wanted to share my thoughts. In the world things keep chang...

  • Hi Sadia: I'm long each of the names that you mention. $MEIP and $ARWR have potential updates on trials that could ...

  • Sadia: My memory says 'GILD is going sideways....maybe put the money to better use for now (do CtrlF). As for the others...

  • Hi all, I am looking for Dr. KSS's latest opinion of $ GILD. I have been trying most of today but cannot seem to find i...

  • Sadia: I am limiting my watchlist to bio...though I see no reason why it couldnt be applied elsewhere. My 'guess' is tha...

  • Yep -- you no longer have to choose between the two, Perdigao will be buying Sadia and creating Brasil Foods, which will...

  • hi travis, thanks. i personally am interested in the brazillian ag companies, Sadia and Perdigao. they own huge tracts ...

  • sadia is a buy, here....

  • ... as long as they stop losing money on currency bets and derivatives that they originally thought might be "hedges" --...

  • Oh, and on Sadia -- if I remember correctly bird flu cratered poultry demand last time, and gave the opportunity to buy ...

  • As for Sadia, with an outbreak of Bird Flu in Hong Kong and a kill the chickens ordered by the govt there, Sadia may be...

  • Hi, Gumshoe. You say Sadia, I say Perdigao. They've both been powerhouses, but I decided on Perdigao a while ago, and if...

  • Nice write up! Sadia is definitely a benefactor of the growing demand for protein based foods....

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