i remain long ppc but have switched out some ppc for tsn today. sell off there seems overdone with a 67% increase in earnings yoy. hasnt bounced back as quickly as ppc but will get it back before next earnings imo. if tsn recoups some of sell off i will probably ease all back over to ppc. next quarter will be great for all chicken companies!
listened to tsn call. thought it was good, but not quite as good as ppc call. ppc is acting very, very well.
STU: & CREW: + "LURKERS": KEEP YOUR EYES ON THE "EGG-SET"( USDA) NUMBERS.....& THE COLD STORAGE / INVENTORY NUMBERS!! THOSE REMAIN FANTASTIC !! So Based on those BASIC REPORTED FACTS...... PLENTY!!! We got ? / SHOULD HAVE....A WONDERFUL SUMMER & GREAT 2-nd QUARTER REPORT! !! COMMING!! Wildman. CREW: Set those stop loss trigger points carefully THIS MARKET IS DUE FOR A MAJOR CORRECTION...DANG NEAR ANYTHING COULD CAUSE IT!! Dig? Wm.