Quote:
Originally Posted by Rain Man
It's so funny that Bayer came up because I just read the following article this week and was looking at Bayer. Kiplinger's is in love with them.
https://www.kiplinger.com/article/in...xt-decade.html
The only firm on that list that I currently hold is Boeing, and I was having a hard time getting excited about any of the others. Anyone got opinions on any of them? |
Without looking at their financials, I don’t see anything wrong with Tyson. The swine flu killed a tremendous amount. Like 1/3 or something of their substantial herd. Which is part of the reason soybeans are still in the toilet even after the trade agreement. Because they don’t have any hogs. Now I have no idea if Tyson will send stuff to China or not but the fact is it is out of the global supply chain and wherever it comes from Tyson can profit nicely from filling the void.
If their financials are in order that’s not a bad look. Plus I think the Holcomb plant opened recently or will open soon so the lost revenue should be returned in coming quarters.