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Re: researcher59 post# 7204

Monday, 08/13/2012 2:24:21 PM

Monday, August 13, 2012 2:24:21 PM

Post# of 10861
SFD bigger cap I've nibbled on a little when it pushed under $18. Could be chances to pick some up on selloffs down there. The drought has really put near term presure on several of these types of companies. SFD hedges a chunk of their hog feed although I'm sure they'll be impacted some. But it is temporary and think with a few insider purchases that this represents a buy and mold boring type company.

PS- RDI getting a pop (book value play) but is a bit too rich for me now. Had a couple orders pre earnings to try and get some in the $4s but got zilch. Drat.

I don't mind stealing bread from the mouths of decadence... But I can't feed on the powerless when my cup's already overfilled.
-Temple of the Dog

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