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Re: Huggy Bear post# 828

Monday, 11/15/2010 11:33:36 PM

Monday, November 15, 2010 11:33:36 PM

Post# of 1337
HOGS does both - slaughtering and branded products in stores. As I recall they had some branded stores of their own but seemed to be moving more towards the supermarket distribution model. I was also surprised to see that HOGS shot up so much after they gave guidance that indicated low eps growth. I attribute it to the seemingly rare CGS stock that can achieve a proper PE.

So far I don't have anything major to report. Their licenses have checked out as have their reputation, competitive position, suppliers, scale of operations, etc. I'm still checking into a few areas so as to silence any critics. I hope to be done soon.