IDEA ALERT: LONG SAFM

06/14/12 01:51PM EDT

Sanderson Farms is a company with long term top line tailwinds, easing input costs, and a best-in-class balance sheet operating in an industry that is consolidating.  Keith just bought the stock in the Hedgeye Virtual Portfolio. Please refer to our note “IDEA ALERT: LONG SAFM” from 6/7/12 for the thesis.  The levels are below; Keith sees it as a good spot to buy it here on red.

IDEA ALERT: LONG SAFM - SAFM levels

Howard Penney

Managing Director

Rory Green

Analyst

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