CALM is my choice long term for 2 reasons:
1. It has the fastest long term growth in the food business (long term).
2. It could become a takeover candidate.
Right now, I like CALM because it appears feed ingredient costs should go down and there are other trends that could benefit CALM long term.
You are right on SJM. I would add SYT MON DE LNN VMI to the list of industry related companies.