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Valuation Driven Buy Idea: Tyson Foods, Inc. (NYSE: TSN)

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  • In FY17, chicken accounted for 30% of Tyson’s total sales, while beef, pork, and prepared foods accounted for 38%, 11% and 20% of the total sales respectively.
  • 2) For the domestic market, Tyson has focused on R&D to drive growth from innovation.
  • Nearly 65% of its business is in value added, branded chicken and prepared foods business, which gives the company more power to pass on higher cost to customers.

TAM Stock Screener – Stocks Appearing in Simons, Greenblatt, Griffin Portfolios

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  • Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios.
  • Electro Scientific Industries Inc is a manufacturer of electronic components.
  • Jim Simons – 1,808,720 total shares

Murray Stahl: We Find Things That Nobody Wants To Buy For A Reason That Is Not Related To Fundamentals Of Valuation

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  • In this interview with Ticker he discusses areas where investors can find these opportunities saying:
  • That is a structural reason for not buying a stock that has nothing to do with fundamentals.
  • First, the parties negotiate prior to the filing and, second, everyone knows the filing is coming.

WDC Popping on the Radar

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  • The price drops in HDD and SSD or crypto.
  • Western Digital at Old School Value
  • The main thing that grabs my interest is that there isn’t a new bear case other than fears of pricing and the same concern of HDD death.

Today’s financial insanity – Tilray

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  • I’m not sure what to say about this chart other than “holy crap”:
  • With a market capitalization now of $21 billion, Tilray is worth more than (insert the names of any companies that actually have real businesses with real profits here).
  • Short borrow rates are 500%:

Apple and Amazon at a Trillion $: Looking Back and Looking Forward!

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  • Apple and Amazon have had amazing runs, but without taking anything away from their success, it is worth noting that during their march towards trillion dollar market capitalizations, each has had to endure periods in the wilderness, and the way they dealt with market adversity is what has made them the companies that they are today.
  • The Amazon operating story also starts with revenue growth, but the company's evolution on operating margins has followed a different path from Apple's:

Why Dividend Growth Stocks Are Evil

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Average: 5 (2 votes)

I can't carry on anymore. The secret has become too much of a burden and it must be shared with the masses. This will shock some and enrage others, but it must be said, and I should be the one to say it. Dividend stocks are evil and they will eventually lead to the collapse of western civilization as we know it. There, I said it and here is why I believe it...

Richard Zeckhauser: Mere Mortals Should Not Try To Imitate Warren Buffett or Bill Miller

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  • “Sidecar investments.
  • Those like [Bill] Miller and Buffet, who can leverage complementary skills in stock market investment, will be in a privileged position of limited competition.
  • A principal advantage of joining is that you would be able to invest a reasonable sum on the same basis as the firm’s insiders and venture capitalists.

Michael Burry (1999): It Seems To Me That AAPL Is Incredibly Undervalued @ $1.59

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  • His post detailed his valuation on AAPL stock, which at that time traded at around $1.59.
  • I like AAPL because it IMO is now a bona fide value stock on an enterprise value/ratio basis, and is generating tons of cash.
  • Pairs to my AAPL and my APCC as Buffett-like tech stock long-term holds.

Dollarama: why I’m ignoring the nepotism and related party transactions

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  • Dollarama sells low-quality toys at low price points.
  • It doesn’t have to move items around the store as sales come and go.
  • Neil Rossy became CEO later on in 2016 and the numbers have become even better, going up to 76.9% in YE2018 from 68.5%.

Somewhat disappointed by Enbridge buyout offer

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  • I own call options in EEP.
  • I’m holding onto my call options in EEP.
  • They expire in 2019 so I am in no rush to liquidate the position – as ENB appreciates (and it will), the call option position will also reflect this.

Facebook (FB) Valuation-$64

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  • For fun I have been looking at some of the big cap, high flying, stocks.
  • I don’t need to do my valuation formula to know they are way overvalued, but I did it for Amazon and now Facebook.
  • My valuation came in at $64.

Can a Robo-Advisor Help You Save for the Future?

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  • With many robo-advisors, all you need to do is invest a set amount of money each month, and it will be invested according to your asset allocation.
  • You can’t invest in individual stocks, but there are dividend funds.
  • That’s not bad at all, and it offers you a way to add a little more growth to your portfolio without the need to manage your own dividend stocks.

7 Stocks Paying Higher Cash Dividends

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We have all heard it… Stodgy, for old people, yawn, boring! These have all been used to describe dividend growth stocks. As an investor in dividend growth stocks, I sometimes think our strategy is the most misunderstood. It seems everyone understands a traders mentality and a high-yield mentality. Periodically, it is good to remind ourselves that dividend growth stocks provides us with excellent long-term leverage and a growing income.

Below are several stocks using real cash to raise their dividends...

Howard Marks: One Thing That Makes Great Investors Great

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  • But one of the things they both have in common is that they’re not emotional.
  • Some of us see the news and the prices as a buy signal just when most people see the news and the prices as a sell signal and vice versa.
  • You buy the same things, but what matters is when do you buy them and at what price.

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