-xz2029(采姑娘的小蘑菇), are you familiar with sap.to? It drops a few days and many people think it's a value stock in long term.
-happy2001(simplelife);
2008-5-8(#34082@43)
SAP is the cheese maker, right?
If that is the case, Be careful with the consumer products.
-canewbie(yumen);
2008-5-8(#34094@43)
The latest rating is still HOLD. However, I found this comments from the equity analyst
-xz2029(采姑娘的小蘑菇);
2008-5-8{356}(#34132@43)
While we are positive on Saputo's leadershi position in the Canadian diary industry and it's strong positoin within the US diary industry, along with its strong cash flow and solid financial position, we are concerned about the valuation due to ptential negative implications from high cheese prices in US and changes in the pricing for cheese in canada.
This analysis seems give more reason to buy. It's natural that there exists concern, that's part of the risk to play stocks. Am I right?
-happy2001(simplelife);
2008-5-8(#34165@43)
I myself do not follow this company. I believe you shall do more research on this company, especially you want to hold it for long run.
-xz2029(采姑娘的小蘑菇);
2008-5-8(#34191@43)