SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (78370)10/27/2025 3:49:49 PM
From: Paul Senior  Respond to of 78425
 
CALM. Yes, shortage of eggs (Bird Flu related) raised US egg prices.

CALM business strategy is this (JMO):
When times are good distribute dividends to stockholders.
When times are bad, cut or eliminate dividends. Use available cash (keeping ltd minimal) to acquire small egq producers who are faltering.

regarding: "Everybody needs eggs!" Not so much eggs for me, but I am a big consumer of egg whites for protein.