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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Wallace Rivers who wrote (62116)6/10/2019 12:49:52 PM
From: Paul Senior  Read Replies (1) | Respond to of 78704
 
You want fries with that burger? -g-

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Sorry I missed LW (purveyor of frozen potato foods) after spin-off ($32-40). Stock's dropped back from $80 now to low $60. I'll take a tracking position now with this still very-expensive (imo) stock. Just seems to be a line-of-sight with this--- you just can't get away from fries at almost every restaurant. So I would expect to see the business to be viable for at least the next ten years, accompanied by a small percentage growth in annual consumption of potatoes. This regardless of recessions/interest rate rises or decreases.

A set-and-forget stock with a 1% yield, likely growing.

finance.yahoo.com



To: Wallace Rivers who wrote (62116)11/14/2022 6:55:57 PM
From: Spekulatius1 Recommendation

Recommended By
petal

  Read Replies (1) | Respond to of 78704
 
Bought a bit TSN. looks cheap at <9x earnings. pays a dividend and buys back their stock. I like the odds here. This is mostly a commodity business (meat) but also some branded products. They are the biggest processor in the US, so they have some benefit from scale in this mostly commodity business.