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

To: Spekulatius who wrote (71580)	11/15/2022 4:24:40 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78697

Tyson looks good on its metrics. I'll pass for now. I don't like that the young Tyson - CFO - seems irresponsible. I'm betting on high prices for corn. I own UAN (fertilizer for corn), so I would want or expect high corn prices. Corn feed is about 50% of food for commercial chickens. Maybe it makes no difference in the overall outlook for chicken prices or chicken demand, but it just seems to me I'm betting against myself if I'm a buyer of egg/chicken stocks. People will still want their proteins, and poultry seems to still be cheaper than fish or meat. So I might be very wrong in avoiding Tyson.