Monday, April 30, 2012

Seeking Alpha: Brasil Foods - Little Expected, Even Less Delivered

Even good companies will try the patience of investors from time to time, and that's the story today on Brasil Foods (BRFS). Although nobody really thought major export markets like Japan, Russia, or the Mideast were going to turn around on a dime, they managed to get even worse than expected. The good news, though, is that Brasil Foods remains one of the strongest consumer plays in one of the largest emerging markets, not to mention one of the best export-leveraged food companies in the world.

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Brasil Foods: Little Expected, Even Less Delivered

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