tag:blogger.com,1999:blog-2335748440449035592.post8203167230361226816..comments2008-05-28T08:26:14.775-04:00TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2335748440449035592.post-5015014873088140642008-05-28T08:26:00.000-04:002008-05-28T08:26:00.000-04:00Hi Mark birmingham, alabamajimideanhttp://www.blogger.com/profile/07565061657887275998noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-74692536322530242732008-05-27T15:34:00.000-04:002008-05-27T15:34:00.000-04:00jimidean, I need your location<BR/>you are one of the guys who I don't have a location for - hope you read this, I don't have your email.<BR/><BR/>I've been looking at Sadia, Brazilian after all..TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-32883539532534215882008-05-27T14:46:00.000-04:002008-05-27T14:46:00.000-04:00Beef has a feed conversion of about 4 to 1; pork is about 3 to 1; and chicken is about 2 to 1. Even with low grain prices, beef and pork are more expensive than chicken. As grain prices rise, the relative difference between chicken and the other meats will increase. Producers of non-chicken proteins will have to raise prices more percentage wise than chicken producers. On a relative basis I think the companies like SADIA of SAFM will outperform the beef/pork producers over the next 2-3 years.jimideanhttp://www.blogger.com/profile/07565061657887275998noreply@blogger.com