TSN : Analysis & Opinions

  1. Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook

    February 18, 2014
    Consumer Staples Stock Outlook - Feb 2014 - Industry Outlook
  2. Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook

    October 22, 2013
    Consumer Staples Stock Outlook - Oct 2013 - Industry Outlook
  3. Benzinga Market Primer: Monday, August 26: Emerging Markets Struggling ...

    August 26, 2013
    As the Fed taper approaches, emerging markets are finding it difficult to find solid ground. The fresh turmoil prompted ...
  4. Earnings Expectations For The Week Of August 5

    August 4, 2013
    The earnings season is beginning to wind down, and much of the focus this week will turn to central bank meetings and economic ...
  5. BRF S.A. Serves Up A Feast For Investors

    July 30, 2013
    Strong margin improvements boost results even as domestic demand comes under pressure.
  6. Is Health Wealth for Food/Beverage Industry? - Analyst Blog

    June 21, 2013
    The North American Food and Beverage sector is witnessing changes in consumer preferences toward health and wellness products ...
  7. Consumer Staples Stock Outlook - June 2013 - Industry Outlook

    June 21, 2013
    Consumer Staples Stock Outlook - June 2013 - Industry Outlook
  8. Sanderson Farms Riding Investor Enthusiasm For Protein

    May 30, 2013
    Even with weaker margins, investors have bid the #3 poultry producer to all-time highs.
  9. Smithfield Get It's Deal, But From A Surprising Bidder

    May 29, 2013
    Smithfield gets a lucrative bid from a Chinese buyer, but will the deal go through?
  10. Molson Coors 4Q EPS Beats, Rev Lags - Analyst Blog

    February 14, 2013
    Global brewer Molson Coors Brewing Company (TAP) reported better-than-expected adjusted earnings of 69 cents per share in ...
  11. Molson Coors Preview: Will it Beat? - Analyst Blog

    February 13, 2013
    Global brewer Molson Coors Brewing Company (TAP) is set to report fourth quarter 2012 results on Feb 14. Last quarter it ...
  12. Archer Daniels Reports Strong 2Q - Analyst Blog

    February 5, 2013
    Archer Daniels Midland Company's (ADM) adjusted earnings of 60 cents per share for the second-quarter ended Dec 31, 2012 ...
  13. Estee Lauder and Other Big Movers In Consumer/Non-Cyclical on ...

    January 3, 2013
    The market is quiet so far today. The Nasdaq remains relatively unchanged; the S&P 500 has remained steady; and the Dow has ...
  14. ADM Sells Interests in Gruma - Analyst Blog

    December 20, 2012
    In a strategic move to use its resources in more profitable areas, agri-business giant Archer Daniels Midland Company (ADM) ...
  15. ADM Fails to Impress GrainCorp - Analyst Blog

    December 14, 2012
    Australia's leading agribusiness, GrainCorp Limited, has turned down Illinois-based food processor, Archer Daniels Midland ...
  16. Volatile Smithfield Delivers A Good Quarter

    December 10, 2012
    Smithfield surprises the Street with better margins.
  17. Smithfield to Miss in Q4: Preview - Analyst Blog

    December 4, 2012
    We expect meat producer Smithfield Foods Inc (SFD) to miss expectations when it reports second quarter 2013 results on December ...
  18. Hormel Can't Escape The Retail Tarpits

    November 22, 2012
    It may be best to continue to wait on the sidelines until a market pullback or a Hormel-specific freakout gives investors ...
  19. Hormel's EPS in Line, Revenue Lags - Analyst Blog

    November 20, 2012
    Hormel Foods Corporation (HRL) posted earnings per share of 49 cents in the fiscal fourth quarter of 2012 (ended October ...
  20. Stock Market News for November 20, 2012 - Market News

    November 20, 2012
    Benchmarks carried their winning momentum into the second-consecutive trading day, banking on optimism about positive developments ...
  21. Anheuser-Busch InBev NV and Other Consumer/Non-Cyclical Stocks ...

    November 19, 2012
    The Nasdaq has increased 1.7%, the S&P 500 has risen 1.5% and the Dow is trading up 1.3%, marking a bad morning for the market. ...
  22. Archer Daniels' EPS Beats - Analyst Blog

    October 30, 2012
    Archer Daniels Midland Company's (ADM) adjusted earnings of 50 cents per share for the first-quarter ended September 30, ...
  23. ADM Eyes GainCorp Acquisition - Analyst Blog

    October 29, 2012
    Illinois-based Archer Daniels Midland Company (ADM) is contemplating the acquisition of Australia's GrainCorp Limited, in ...
  24. ADM, Wilmar Tie Up Officially - Analyst Blog

    October 22, 2012
    Illinois-based Archer Daniels Midland Company (ADM) recently announced that it has been certified officially to tie up with ...
  25. Wheat And Corn's Four-Year Summer High

    October 17, 2012
    Both corn and wheat prices continue to soar as the effects of the worst drought in over 25 years takes hold.
  26. Has The Market Already Noticed ConAgra's Improvements?

    September 21, 2012
    ConAgra is a decent hold and if it can find a way to lift its free cash flow margin into the high single-digits, this could ...
  27. Is Fresh Pork Eclipsing The Value Of Smithfield's Packaged Foods?

    September 7, 2012
    Smithfield's fresh pork business looks vulnerable, but is the packaged business undervalued?
  28. Heinz Doing OK, But Can It Squeeze Out Better Profits?

    August 30, 2012
    Heinz is doing alright, but that's not enough to push the stock much higher.
  29. Consumer/Non-Cyclical Stocks, Including HJ, Making Big Moves ...

    August 28, 2012
    The market has been slipping so far today. The Nasdaq has fallen 0.1%; the S&P 500 has fallen 0.1%; and the Dow has declined ...
  30. Bearish on Archer Daniels Midland - Analyst Blog

    August 24, 2012
    We are downgrading our long-term recommendation on Archer Daniels Midland Company (ADM) to 'Underperform' from 'Neutral', ...
  31. Can Hormel's Model Shine With The Drought?

    August 24, 2012
    While Hormel continues to deliver as one of the best meat-centric processed food names, its valuation is not especially delicious ...
  32. Hormel's EPS In Line, Revs Beat - Analyst Blog

    August 23, 2012
    Hormel Foods Corporation (HRL) posted earnings per share of 41 cents in the third quarter of 2012, in line with the Zacks ...
  33. Earnings Preview: Hormel Foods - Analyst Blog

    August 17, 2012
    Hormel Foods Corp. (HRL) is set to report its third-quarter 2012 results on Thursday, May 23, 2012. The current Zacks Consensus ...
  34. Sysco Muddling Through

    August 16, 2012
    Sysco is doing better than the restaurant industry, but not better enough.
  35. Today's Major Consumer/Non-Cyclical Sector Movers: Tyson Foods ...

    August 8, 2012
    The market is on the rise this morning. The Nasdaq has climbed 0.1%; the S&P 500 is up 0.2%; and the Dow has risen 0.3%. ...
  36. Company News for August 7, 2012 - Corporate Summary

    August 7, 2012
    "    Chesapeake Energy Corporation (NYSE:CHK) posted second quarter earnings per share of $0.06, missing the Zacks Consensus ...
  37. Archer Daniels Slumps, Revs Rise - Analyst Blog

    July 31, 2012
    Leading food processing company Archer Daniels Midland Company's (ADM) fourth-quarter 2012 earnings per share of 38 cents ...
  38. How Do You Invest for the Coming Crop Crisis? - Real Time Insight

    July 20, 2012
    Thanks to record heat across much of the crucial grain growing regions of the U.S., prices for a number of key staple products ...
  39. Smithfield's Miss May Be An Opportunity

    June 15, 2012
    Smithfield's meaningful miss reflects worsening pork margins. This isn't a stock to be bought and held for the long term, ...
  40. Neutral on Hormel Foods - Analyst Blog

    June 11, 2012
    We are maintaining a Neutral view on Hormel Foods Corporation (HRL). We are optimistic on the company's continuously improving ...
  41. Caution On Sanderson Farms Isn't Being Chicken

    May 31, 2012
    While Sanderson's expected recovery in chicken margins seems to be materializing, the valuation is higher and the stock is ...
  42. Hormel Doing Better Than Most

    May 28, 2012
    Hormel has excellent returns on capital, despite the volatility that goes with pork and turkey processing. While today's ...
  43. Sysco Looks Stuck

    May 9, 2012
    Sysco is finding that the old tricks aren't working anymore.
  44. Company News for May 08, 2012 - Corporate Summary

    May 8, 2012
    •    Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX) gained 55.4% after it announced promising results from an ongoing ...
  45. The Insider's Guide to Food Investing-Including 38 Picks!

    April 19, 2012
    It’s time to be bullish on everything related to food—restaurants, food producers, fertilizers, equipment makers, ...
  46. Sysco Not Exactly Feasting

    February 9, 2012
    Sysco's stock seems a little below fair value, but margins have hit a rough patch and you should probably look elsewhere ...
  47. Zhongpin Could Be Hog Heaven For Investors

    January 17, 2012
    Zhongpin is risky for many reasons, but potentially a big winner.
  48. The Investment Case For Cresud

    December 21, 2011
    Cresud is hard to value, but a great play on land values in Argentina.
  49. Don't Pig Out On Smithfield

    December 12, 2011
    Smithfield is holding up well, but is hardly a bargain.
  50. Hope For Hormel To Get Cheaper

    November 28, 2011
    Hormel did better than it seems, but the stock is no bargain.
  51. Trying To Shake More Value Out Of Heinz

    November 22, 2011
    Heinz stumbled this quarter, but remains a dependable defensive name.
  52. How Green Are The Acres At Adecoagro?

    November 21, 2011
    Adecoagro's results are volatile, but the company owns valuable land.
  53. Feed Costs Hold Down Cal-Maine Profits

    September 29, 2011
    Egg producer Cal-Maine Foods increased its egg production and sales volume in its first quarter, but feed costs held down ...
  54. Smithfield's Leverage High On The Hog

    September 12, 2011
    Smithfield's operating performance is good, but low long-term returns are a concern.
  55. The Troubling Mathematics Of The Chicken Business

    September 12, 2011
    You can slice and dice the chicken business however you want - all these companies will still get broiled in the end.
  56. Hormel May Be More Organic Than You Think

    August 26, 2011
    Hormel has more growth potential than a typical meat company.
  57. ConAgra Still Not Very Appetizing

    June 24, 2011
    ConAgra is still a notable laggard in the food space.
  58. Don't Get Piggish With Smithfield Foods

    June 20, 2011
    Smithfield is enjoying near-peak earnings, and that should be a warning sign.
  59. Is There Still Time To Play The Rebound In Sanderson Farms?

    May 26, 2011
    Sanderson Farms should see better results as the poultry cycle rebounds.
  60. Adding Some Steak To A Portfolio

    May 25, 2011
    Now that global demand for beef is increasing, the market sector looks like a good long-term winner.
  61. The World Moves On Its Stomach

    May 13, 2011
    As emerging markets continue to change, so will the types of foods consumed by their citizens.
  62. Earnings Preview for May 9

    May 6, 2011
    Here are three major earnings announcements for May 9.
  63. Chipotle Still Smokin'

    April 25, 2011
    Chipotle has gone beyond any reasonable valuation, but that won't matter if growth stays strong.
  64. This HERO's Tale Unfortunately Common

    April 11, 2011
    Accusations of bribery against HERO highlight just how common these practices still are.
  65. Smithfield Living High Off The Hog

    March 15, 2011
    Smithfield Foods posted an impressive quarter as it capitalized on favorable market conditions including strong demand for ...
  66. Darling: Dirty Business, Sweet Cash Flow

    March 4, 2011
    Darling's business may be dirty and disgusting, but the cash flow smells sweet.
  67. Bachoco Corners The Mexican Poultry Market

    February 10, 2011
    Mexican poultry producer Bachoco has huge free cash flow. Here's why the small cap is a good long-term play.
  68. Smithfield Foods Analyst Day Review

    February 2, 2011
    Smithfield Foods' most pressing problem seems to be rising input costs, but the company has a strategy to deal with it.
  69. Smithfield's Good Times Won't Last

    December 13, 2010
    Smithfield is benefiting from a tight pork market, but this too shall pass.
  70. Cadbury Makes Kraft’s Quarter

    November 8, 2010
    Kraft posted lower earnings year-over-year for its third quarter, though organic net revenue increased slightly. Can the ...
  71. Smithfield Foods' Profit-Filled Quarter

    September 10, 2010
    Smithfield Foods had a dramatic surge in profits as the meat producer took advantage of more favorable prices for its products.
  72. Sanderson Farms Plucks Along

    August 24, 2010
    On a comparison basis, Sanderson appears to be the most attractively valued and getting back its business in Russia should ...
  73. Sysco Not Sizzling, Yet

    August 18, 2010
    Sysco's organic earnings growth has slowed in this recession, but the company still has ample opportunity to expand its business
  74. Smithfield Hedges Hog Potential Profits

    June 23, 2010
    The meat producing and processing industry continues to be difficuing, though things should be looking up this year.
  75. Bringing Biotech To The Barnyard

    June 17, 2010
    Human medicine isn't the only arena where genomics is sparking a revolution. Agriculture could be the next way for investors ...
  76. Adding Some Steak To A Portfolio

    May 25, 2010
    Now that global demand for beef is increasing, the market sector looks like a good long-term winner.
  77. Investing In The Food Groups

    April 27, 2010
    We look at many major food companies to see which food group yields the best investment.
  78. International Bets For 2010

    January 12, 2010
    Investors should be very aware of what international equity exposure can add to the long-term growth of an investment portfolio.
  79. SmithField Foods Gets Hogwashed

    December 11, 2009
    Just because you're in the business of selling food does not automatically insulate you from the recession.
  80. Campbell Serves Up Wholesome Numbers

    November 25, 2009
    Campbell and other "boring" food companies are still comparatively stable investments.
  81. Benefit From The Pullback

    October 7, 2009
    The key to successful investing is to put your money where it will multiply over a period of years, not months.
  82. Finding Deep Value In The Meat Department

    September 18, 2009
    A deep value look at five meat products companies.
  83. Smithfield Foods Not Hogging All The Losses

    June 25, 2009
    Smithfield Foods had a tough year, with rising feed prices along with swine flu concerns, and sees another difficult year ...
  84. Meat Becomes Mighty On Drop In Input Inflation

    March 12, 2009
    Food companies and meat processors reap the benefits of falling input and raw material prices, which should boost 2009 earnings.
  85. Top Volume Stocks For October 1

    October 1, 2008
    A look at five of the most active stocks in the market, with a focus on steel pipe maker Tenaris.
  86. Frozen Food For Thought

    September 19, 2008
    Despite rising food and energy costs, Overhill Farms is making strides. We examine this micro cap's potential future.
  87. Feed Costs Gut Smithfield’s Profit

    August 28, 2008
    Increased feed costs forced Smithfield Foods into a first-quarter loss. Commodity prices are dropping, but not fast enough.
  88. Mohawk's Sticky Situation

    August 12, 2008
    Mohawk set prices and guidance based on sky-high commodity costs. As commodities slide, costs go down, but high prices stick ...
  89. Corn's Collateral Damage

    June 26, 2008
    The price of corn has doubled in nine months. With feed costs hitting new highs, we highlight several stocks to avoid.
  90. Bunge’s Product Mix Grows

    June 25, 2008
    Bunge acquires Corn Products International to diversify its product mix in the face of the world's growing population.
  91. Food Producers Caught In Ethanol-Tariff Crossfire

    May 7, 2008
    Pilgrim's Pride is the latest victim of a protectionist U.S. trade policy that has nothing to do with food.
  92. Chicken Producers Crash Beef's Party

    April 23, 2008
    South Korea lifted a U.S. beef ban - beef and poultry producers both rallied. The ban had nothing to do with chicken; was ...
  93. Winners and Losers - August 21st - 25th (GKIS, BTJ, CLZR, CHS)

    August 25, 2006
    A look at the winners and losers for the week of August 21st.
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