|Last Price$40.22||Day Change (%)1.26%|
|Open Price$39.67||Day Change ($)0.50|
|Day Range39.47–40.49||52-Week Range33.03–44.24|
As of Fri 12/19/2014 07:06 PM EST | USD
Welcome to the Tyson Quarterly Investor Earnings Conference. For today's call, all parties will be on listen-only. Today's call is being recorded. If you have any objections, please disconnect at this time.
Record turkey and pork prices may not last forever.
As credit spreads have tightened on a nearly continuous trend over the past year, they are becoming richly valued relative to their historical average.
With roughly two thirds of this sector enjoying a narrow or wide economic moat, we continue to find pockets of opportunity when short-term concerns outweigh our forecasted long-term growth trajectories.
Consumer defensive stocks, though fairly valued, still offer opportunities for investors concerned about safety.
A bidding war is sizzling for this meat-centric firm, but Tyson is grazing dangerous terrain.
We see continued margin pressures, emerging-market opportunities, spin-off acquisition targets, plus some pockets of value in the sector.
Three stocks we think investors should be wary of.