Q: Could you comment on their earnings? Thank you!
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Jim Cramer added Tyson to his trust portfolio around $90USD arguing that the pork market in China was going to be undersupplied due to swine virus' etc. It has now pulled back to $84-85 and I am wondering what your take on it would be as a low volatility option with upside?
Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?
Thanks!
Perhaps compare and contrast with MFI in Canada and indicate a preference if buying only 1 and your reasons why?
Thanks!
Q: I'm thinking of starting with a half position in one of these two companies. I don't currently have any companies in this area. I'm interested in safe dividends first and growth second and working on diversifying my portfolio. Which of the two would you buy at these prices and why please?
Thanks
Peter
Thanks
Peter
Q: Good Morning, Would you folks have a problem with buying MFI Maple Leaf Foods now that China Sounds like it will take beef and pork from Canada again ? Any other problems with MFI that you know of ? Your opinion is much appreciated . Thanks,Larry
Q: MFI is down again this morning. If the stock is down due to a number of "one time" events/costs, is this a good time to buy?
Q: In Maple Leaf's news release, they mention the Chinese import ban of Canadian pork affecting their bottom line. It sound's like they export pork to China. I hold PBH and would like to similarily understand the mechanics of how China's pork issue may affect PBH. Does PBH export pork products to China that would be subject to a ban? On the other hand, is it possible that lower North American pork prices could be positive to PBH as an input cost? Thanks.
Q: MFI is getting blasted this morning. I am inclined not to panic but would like your take on earnings, guidance and especially on whether or not this affects anything in their longer term planning.
Thank-you again.
Thank-you again.
Q: Hi 5I,
Love the work you do, thanks in advance.
I am a beliver that the non meat industry could be a sleeping giant, can you advise which compititor to Beyond Meat, BYND would be the best next stock in this catagory to consider for purchacing?
Tyson food; Kellogg; Kroger; Nestle; & or Conagra?
Thanks kindly,
P
Love the work you do, thanks in advance.
I am a beliver that the non meat industry could be a sleeping giant, can you advise which compititor to Beyond Meat, BYND would be the best next stock in this catagory to consider for purchacing?
Tyson food; Kellogg; Kroger; Nestle; & or Conagra?
Thanks kindly,
P
Q: Regarding the previous question on Premium Brand's weakness on Oct 24...
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Yesterday, White Crane Capital recommended shorting Maple Leaf Foods and perhaps that negative sentiment took down PBH in sympathy, as well.
Q: I feel that plant-based "meat" substitutes are a growing trend. I have read that Maple Leaf foods have been making a big investment in this market. Do you think Maple Leaf Foods would be a good investment at this time?
Q: I bought MFI for a variety of shorter term and medium term reasons including African swine flu in China and Asia affecting the price of pork and their aggressive move into plant protein seemingly still at an opportune time overall. The recent earnings seem to confirm not only this, but very good news overall for an otherwise steady eddy type business. Long intro I know, but how do you see earnings and the outlook overall for a longer term hold? Thank-you.
Q: Peter; I’m aware of the Chinese ban on our pork but with the swine flu spreading across Asia and parts of Europe is it possible that China will have to reverse this ban, somehow saving face, and if so which Canadian public companies would benefit ? Thanks.
Rod
Rod
Q: Regardless of sector or size of company what would be your preference for a long term hold in a RRSP? Thanks
Q: Meatless Monday is a thing. People are being encouraged to reduce meat consumption for the environment. There are meat alternatives popping up at burger joints, affordable for the masses. This seems like a new idea that’s going to stick around. You mentioned that Beyond Meat is priced high right now. Are there other public companies getting into this alternative protein industry that could be considered for a really long term hold?
Q: Two separate questions- deduct as necessary.
Forest product stocks appear to be in a trough right now, and weaker housing starts coupled with over-capacity seem to be holding them back with economic concerns in the background casting a shadow as well. I am wondering if you see a bit of a turning point here given recent capacity cuts, strong employment numbers, and a Fed decision to leave things as they are?
Regarding MFI; I struggle with taking profits too soon, but I have a fairly rapid 30%+ gain here. Your thoughts on its ability to maintain these gains or grind higher would be appreciated.
Thanks!!
Forest product stocks appear to be in a trough right now, and weaker housing starts coupled with over-capacity seem to be holding them back with economic concerns in the background casting a shadow as well. I am wondering if you see a bit of a turning point here given recent capacity cuts, strong employment numbers, and a Fed decision to leave things as they are?
Regarding MFI; I struggle with taking profits too soon, but I have a fairly rapid 30%+ gain here. Your thoughts on its ability to maintain these gains or grind higher would be appreciated.
Thanks!!
Q: Hi 5i,
I looked at BYND IPO, but the company doesn't seem that solid (reliance of single crop, manufacturing facilities uncertainties, potential scale of competitors, etc.).
However, I do feel that plant based proteins will become a bigger proportion of our daily diets. What is the best way to invest in this growing sector?
TIA!
I looked at BYND IPO, but the company doesn't seem that solid (reliance of single crop, manufacturing facilities uncertainties, potential scale of competitors, etc.).
However, I do feel that plant based proteins will become a bigger proportion of our daily diets. What is the best way to invest in this growing sector?
TIA!
Q: Good morning...any recommendations for companies exploring meatless products...similar to Beyond Meats....A&W selling out of the product a very good (early) sign...Canadian or International...on your radar..
Thanks
Thanks
Q: Can I get your opinion on Maple Leaf for a multi year hold, please.
Carl
Carl
Q: Hi Team
I have a full position on the above, pays a small dividend
and I am about 5% below water
is it buy sell or hold ? I have a full position in ATD.b, ,could sell part of the above and move to Loblaw (partial position) ; thanks
Michael
I have a full position on the above, pays a small dividend
and I am about 5% below water
is it buy sell or hold ? I have a full position in ATD.b, ,could sell part of the above and move to Loblaw (partial position) ; thanks
Michael
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Tyson Foods Inc. (TSN)
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Maple Leaf Foods Inc. (MFI)
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Premium Brands Holdings Corporation (PBH)
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Sanderson Farms Inc. (SAFM)
Q: I own Premium would like to possible do one of two things add more to it or consider maple. How would you rate these two companies and where would you put your money. also open to another similar company should if you recommend one, u.s. or cdn. Thank you. Maureen