CEYLON GRAIN ELEVATORS PLC (GRAN.N0000)

BvsB wrote:Oh boy Rs 114/- cleared 

BvsB wrote:

BvsB wrote:Oh boy Rs 114/- cleared 

Feeling really sorry for correction /Pullback boys...

Get ready your things with Gran to next destination....

AUS79 wrote:We went through worser than the current poultry sell off situation in last quarter.... when BFL hit 190 came down to 174....GRAN hit 88 and came down to 73......

So current correction is healthy ...good for collection.....let the time absorb the sell off and start the next poultry uptrend sooner than later.....

VALUEPICK wrote:

AUS79 wrote:We went through worser than the current poultry sell off situation in last quarter.... when BFL hit 190 came down to 174....GRAN hit 88 and came down to 73......

So current correction is healthy ...good for collection.....let the time absorb the sell off and start the next poultry uptrend sooner than later.....

yes I agree with you. Even bullish  Stocks will never go straight up. Its major uptrend is still intact.

AUS79 wrote:

VALUEPICK wrote:

AUS79 wrote:We went through worser than the current poultry sell off situation in last quarter.... when BFL hit 190 came down to 174....GRAN hit 88 and came down to 73......

So current correction is healthy ...good for collection.....let the time absorb the sell off and start the next poultry uptrend sooner than later.....

yes I agree with you. Even bullish  Stocks will never go straight up. Its major uptrend is still intact.

thanks Mr.VP...... I started to collect again .....including TAFL.......

VALUEPICK wrote:

AUS79 wrote:

VALUEPICK wrote:

AUS79 wrote:We went through worser than the current poultry sell off situation in last quarter.... when BFL hit 190 came down to 174....GRAN hit 88 and came down to 73......

So current correction is healthy ...good for collection.....let the time absorb the sell off and start the next poultry uptrend sooner than later.....

yes I agree with you. Even bullish  Stocks will never go straight up. Its major uptrend is still intact.

thanks Mr.VP...... I started to collect again .....including TAFL.......

Remember there are different types of traders. They move one stock to another within the short period. Therefore it is better to buy stocks near the base after pullback before their next uptrend. New investors and traders should learn well before buying and selling stocks. Because they cannot compete with other experienced players in the market. 

peacockman wrote:

VALUEPICK wrote:

AUS79 wrote:

VALUEPICK wrote:

AUS79 wrote:We went through worser than the current poultry sell off situation in last quarter.... when BFL hit 190 came down to 174....GRAN hit 88 and came down to 73......

So current correction is healthy ...good for collection.....let the time absorb the sell off and start the next poultry uptrend sooner than later.....

yes I agree with you. Even bullish  Stocks will never go straight up. Its major uptrend is still intact.

thanks Mr.VP...... I started to collect again .....including TAFL.......

Remember there are different types of traders. They move one stock to another within the short period. Therefore it is better to buy stocks near the base after pullback before their next uptrend. New investors and traders should learn well before buying and selling stocks. Because they cannot compete with other experienced players in the market. 

Dear VP,

In the case of BFL, TAFL & GRAN
I think -
1. This is the (after pullback before the next uptrend) Buying Time for the new comers... 
&
2. The Share Holders who keep these Poultry Stocks (or We) will hold for another 1 Q or 2 Qs is Good.
Isn't it...?

AUS79 wrote:The World Health Organization said Monday that eating processed meat such as sausages and ham causes cancer, while unprocessed red meat may also be carcinogenic.
The WHO's cancer research unit now classifies processed meat as "carcinogenic to humans" based on evidence from hundreds of studies, and linked it specifically to colon, or colorectal, cancer.
The news is a potential blow for red meat industry.....how will this news impact the poultry industry....guys what do u think ? Chicken/egg demand going to increase ? 

VALUEPICK wrote:

AUS79 wrote:The World Health Organization said Monday that eating processed meat such as sausages and ham causes cancer, while unprocessed red meat may also be carcinogenic.
The WHO's cancer research unit now classifies processed meat as "carcinogenic to humans" based on evidence from hundreds of studies, and linked it specifically to colon, or colorectal, cancer.
The news is a potential blow for red meat industry.....how will this news impact the poultry industry....guys what do u think ? Chicken/egg demand going to increase ? 

You have highlighted a good point. Still it is too early to come to conclusion. However, if health analysts prove that read meat is bad for heath, then there will more demand for poultry and egg over read meat. Still there are people they will continuously eat red meat. Every meat has some sort of market share globally. Poultry will have more growth over other meat in the coming decade.
 

According to some we should not eat too much read meat. There will be less arable land in the future. How can feed human and animal alike in the coming decade?  Red meat producers need lot of animal feed. In the case of poultry, they need less feed. Growth for poultry sector has more than other meat in the coming decade. Just like human, animal also need good weather. There will be shortage in poultry products time to time due to bad weather such as heat. We saw millions of   animals (chickens) were dying due to heat in countries such as India. Even in Malaysia chicken industry has affected from haze.

 

There were reports that the haze in Malaysia is affecting business at farms that rear poultry and produce vegetables as chickens die by the millions in a month and farm produce dwindle, with consumers set to be the biggest losers.

 

Don’t forget increased population in Asian and pacific region.  More mouths in the future means more demand for all type of food.

  

http://www.wallstreetdaily.com/2015/10/27/china-meat-demand/

How to Play China's Rampant Demand for Meat

 

Wall Street Daily-9 hours ago

 

Finally eating all type of food in moderation can be considered as safe eating. We cannot force vegetarians and vegans to eat meat and egg. I don’t see any health issues in those who are very active and productive people in their life. In addition, over production in food will create other issues globally.

 

Globally there was some support (demand) for chicken stocks during last two days. Today they are outperforming other meat stocks and their share prices appreciated accordingly. On the other hand, after WHO report, other read meat related stocks had some selloff yesterday and they recovered somewhat today.

 

In a roaring bull market all types of stocks will go up. As I said before, during final stages of current bull market there will be more demand for defensive stocks such as food stocks. GRAN is one of the stocks to keep under our radar now. Do not rush to buy and sell stocks in bull markets. I think some panicked and rushed and sold when it was trading around Rs.87. Some replaced it with BFL thinking to make profit after quarterly results. Behavior and personality of BFL is different from other two this time. GRAN is also one of the strong break out stocks in the market.

 

What is the more important? It is future earnings. More than stock prices, future earnings are more important for all types of value investors. They are looking for long term shareholder value creation.

 

Some of the things to consider when analyzing this sector?

 

Grain prices

Other raw materials prices including oil prices

Consumer preferences

Population growth

Demand for poultry products locally as well regionally

Income level

Other factors such tourism boom and new development

 

Pull back, volatility and sell off create great opportunity in bull markets. For example those who took advantage of sell off in August and September have become great winners in global markets now.

Insight wrote:Friends..

What is the best price to enter gran now..
105...100..???

Appreciate yr comments