SDA

[BigSully1]

Latin American (Brazil) meat producer.
Talked about this some on another thread.

Chart looking good, and volume building.

http://stockcharts.com/h-sc/ui?s=SDA&p=D&b=5&g=0&id=p59191861522

[BigSully1]

New high today, but volume weak thus far.

[BigSully1]

New high today, but volume weak thus far.

Better volume, another new high, but wish it didn't gap. PDA very similar chart, slightly outperforming SDA recently, maybe because it's on the IBD 100.

[BigSully1]

still moving along nicely. Hard to believe someone actually sold this to me for $36.30 just a few short weeks ago.

[BigSully1]

SDA now on IBD 100 at #84.

[BigSully1]

SDA now on IBD 100 at #84.

Bumped off PDA and took it's place. Nice move today.

[BigSully1]

Up 10% today and another new high.

[BigSully1]

Sadia S.A.
Rua Senador Attilio Fontana 86
Concordia, SC 89700-000
Brazil - Map
Phone: 55 11 2113 3197
Fax: 55 11 2113 1535
Web Site: http://www.sadia.com

DETAILS   
Index Membership: N/A
Sector: Consumer Goods
Industry: Meat Products
Full Time Employees: NaN


BUSINESS SUMMARY   
Sadia S.A., a refrigerated and frozen protein products company, offers processed products, poultry, and pork in Brazil. The company operates as a slaughterer and distributor of poultry and pork products; domestic exporter of poultry; and domestic distributor of frozen and refrigerated meat-based products. Its products include frozen, refrigerated, salted, and smoked pork cuts, lard, bacon, and ingredients for ?feijoada'; frozen and refrigerated pork and chicken giblets; whole frozen and seasoned chickens; frozen and refrigerated poultry cuts and parts; marinated and partially cooked chicken parts; whole frozen and seasoned turkeys; frozen and seasoned turkey cuts and parts; breaded chicken parts; raw, cooked, and smoked hams; gammons, hams, cold cuts, and related products; ?Parma-type' hams; smoked chickens and turkeys; cooked and smoked turkey hams and turkey-based cold cuts; partially cooked and frozen products, such as beef, turkey, and chicken meatballs; beef, turkey, and chicken-based hamburgers; pork, turkey, and chicken based frankfurters; sausages; bolognas; salamis; coppa; turkey-based hams; cold cuts in general; chicken, meat, and pork-based pates; beef, poultry, and fish-based frozen ready-made dishes and pasta; frozen ready-made foods for heating and serving as meals and snacks, such as breaded poultry, fish and appetizers, frozen pizzas, and refrigerated fresh pasta; and margarine and refrigerated desserts. Sadia S.A. also offers its products in various parts of Latin America, the Middle East, Asia, and Europe. The company was founded in 1944 and is headquartered in Concordia, Brazil



BigSully1
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     SDA - Sadia S A
« on: September 12, 2007, 10:38:00 AM » Quote Modify Remove 

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Latin American (Brazil) meat producer.
Talked about this some on another thread.

Chart looking good, and volume building.

http://stockcharts.com/h-sc/ui?s=SDA&p=D&b=5&g=0&id=p59191861522

 

Report to moderator    71.81.82.179 



BigSully1
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     Re: SDA - Sadia S A
« Reply #1 on: September 25, 2007, 01:39:28 PM » Quote Modify Remove 

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New high today, but volume weak thus far. 

Report to moderator    68.188.50.207 



BigSully1
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     Re: SDA - Sadia S A
« Reply #2 on: September 27, 2007, 01:10:48 AM » Quote Modify Remove 

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Quote from: BigSully1 on September 25, 2007, 01:39:28 PM
New high today, but volume weak thus far.


Better volume, another new high, but wish it didn't gap. PDA very similar chart, slightly outperforming SDA recently, maybe because it's on the IBD 100.   

Report to moderator    24.216.76.103 



BigSully1
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     Re: SDA - Sadia S A
« Reply #3 on: October 04, 2007, 04:05:18 PM » Quote Modify Remove 

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still moving along nicely. Hard to believe someone actually sold this to me for $36.30 just a few short weeks ago. 

Report to moderator    71.11.146.17 



BigSully1
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     Re: SDA - Sadia S A
« Reply #4 on: October 08, 2007, 07:00:58 AM » Quote Modify Remove 

--------------------------------------------------------------------------------
SDA now on IBD 100 at #84. 

Report to moderator    71.11.146.17 



BigSully1
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     Re: SDA - Sadia S A
« Reply #5 on: October 09, 2007, 02:14:24 PM » Quote Modify Remove 

--------------------------------------------------------------------------------
Quote from: BigSully1 on October 08, 2007, 07:00:58 AM
SDA now on IBD 100 at #84.


Bumped off PDA and took it's place. Nice move today. 

Report to moderator    71.11.146.17 



BigSully1
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Rating: 77
Online

Posts: 640


     Re: SDA - Sadia S A
« Reply #6 on: November 06, 2007, 03:47:42 PM » Quote Modify Remove 

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Up 10% today and another new high. 

[setravis]

As you made the pick in the Members Corner and then made it a Public Pick.
I am going to merge the two threads and move it's location to the
Public 3SOF Boards > Stock Picking Board.
So now all members can view the entire merged thread.


I will leave you Friday's closing chart while I am in this thread.......

[BigSully1]

Regained it's 50MA today.

[BigSully1]

Best International Stock: Sadia
By Tony Arsta February 4, 2008
1
Recommendation
Discover an entire world of compelling investing opportunities in our "Best International Stocks" series.

Among other benefits, international investing helps to lower your portfolio's overall risk. And if you're seeking diversification, you'd be hard pressed to top a company offering more than 1,000 products across nearly 100 countries, with solid growth, a sound dividend, and little direct exposure to the U.S. economy. Meet Sadia (NYSE: SDA).

Home and away
One of Brazil's largest employers, Sadia processes and distributes food, with operating segments including poultry, pork, beef, and processed products. Much like rival Perdigao (NYSE: PDA), the company does business both at home and abroad, with exports accounting for a little less than half of Sadia's revenue.

The processed product segment accounts for nearly 78% of revenue in Brazil. This segment includes a wide range of products, including frozen pizza, bologna, and margarine. According to AC Nielsen surveys, Sadia is the Brazilian leader in frozen and refrigerated processed products. Think of the company as South America's Tyson Foods (NYSE: TSN). Sadia's exports are less diverse than its domestic offerings, though; 71% of its export revenue comes from poultry.

For a company that's been around since 1944, Sadia has enjoyed impressive recent growth. Revenue has risen by 15% in each of the past five years, and the company is forecasting 12% to 14% growth in 2008 sales volumes.

That whole Brazil thing
The Brazilian economy has endured its fair share of past problems. But the hyperinflation that once plagued Brazil fortunately seems to have stabilized, and the country has recently become a great place to invest. The iShares MSCI Brazil Index (NYSE: EWZ) has climbed nearly 60% over the past year alone.

Sadia isn't relying solely on those macroeconomic trends to increase business. The company aims to export more processed foods, since they carry much more brand recognition than the company's other segments. Right now, Sadia only gets about 10% of its processed product revenue from outside Brazil, but its export revenues from that segment grew 27% last year.

In addition, the company is growing its production capacity overseas. It recently opened a new meat processing plant in Russia -- where McDonald's (NYSE: MCD) will be one of its main customers -- and has other international plants in the works. Spreading these plants around the world should reduce the risk that Sadia might get burned by a large avian flu crisis, since any outbreak would only affect a portion of Sadia's production.

Even with this great potential, Sadia's stock trades at a P/E around 11. Let's quickly examine how the company stacks up against a couple of its peers:

Company
5-Year Sales Growth
Operating Margin
Price / Earnings

Sadia
15.1%
7.1%
11.2

Perdigao
17.9%
7.3%
21.1

Tyson Foods
3.1%
2.1%
20.9


Sadia has gained more than 90% since Bill Mann recommended it to Motley Fool Hidden Gems subscribers in August 2006. While its certainly no longer the bargain it was then, I think this stock still has plenty of room to run.

Don't be a chicken ...
Sadia's volatile shares have recently taken a hit over recessionary fears, falling to 25% below their 52-week high. I'm pretty sure that most Brazilian chicken farmers could care less about the stock market's crazy gyrations, and we would be wise to follow suit. Now is the perfect time to diversify your portfolio with a high-quality international company like Sadia.

I'm not the only one who likes Sadia, judging by its five-star Motley Fool CAPS rating. More than 700 community members have rated this stock an "outperform," believing it will generate better returns than the S&P 500. Whether you agree or disagree, head on over to CAPS today and cast your vote.

[BigSully1]

New high today