SAFM News and Press, Sanderson Farms Inc. From 04/04/22

Nielsen Holdings to be acquired by a private equity consortium led by Evergreen Coast Capital Corporation, an affiliate of Elliott Investment Management. We added Nielsen Holdings as potential deal in the works on March 14, 2022. Nielsen has a 45-day "go-shop" period, during which...

Cal-Maine Foods is finally showing some promise, fundamentally, after experiencing years of declining sales, profits, and cash flows. The company also has a low risk profile due to the virtual absence of debt and its surplus cash. Even so, shares look drastically overpriced at thi...

Berkshire Hathaway to acquire all outstanding Alleghany shares for $848.02 per share in cash, for a total equity value of approximately $11.6 billion. This is one of the five largest acquisitions in Berkshire's history and it ends Buffett's six-year drought of large acquisitions. ...

Mission Produce has experienced a lot of pressure lately due to a poor ERP implementation experience and unfavorable industry conditions. This has hurt the company near term, but a return to results experienced in 2021 or even earlier could make it attractive. This business does s...

Lamb Weston Holdings is an interesting company operationally speaking. But interesting does not always make for a good investment thesis, especially when fundamentals are less than ideal. Though not a bad prospect, the company does look to offer an unfavorable risk to reward scena...

Hormel Foods (HRL) has gained from consistent consumption trends and has boosted its top-line sales across its brand portfolio. Furthermore, the corporation has a history of steady dividend payouts. However, is it worth adding its stock to one’s portfolio now, considering the company&#...

Tobacco is the most attractive industry in this defensive sector regarding value and quality scores. Food and staple retail are the most overvalued ones. FSTA: an alternative to XLP. 8 stocks cheaper than their peers in March. For further details see: FSTA: Consumer ...

Thoma Bravo is acquiring Anaplan for $10.7 billion or $66 per share in cash. Thoma Bravo agreed to pay 18 times trailing sales and 14 times Jan 2023 expected revenue of $746 million. Mill Road Capital urges Big Lots to sell itself. For further details see: Merger Arbitra...

The conflict in Ukraine has already led nations to reassess their energy security, but with two of the world's biggest grain exporters at war, food security is also making waves. The Hungarian government now has the option to buy any grain destined for export, while Moldova and Serbia have re...

In December 2021, Chicken prices increased to $2.74 per kg, up a massive 17% from the month prior. The average annual Chicken price is forecast to rise from $2.26 per kg to $2.30 per kg in 2022. - Euro Meat News. Sanderson Farms is the 3rd largest poultry processor in the U.S. and...