Be able to focus on earn ings during earn ings season . Suffice it to say the cross currents of the fed play hamlet, to hike or not to hike, thats the question. Oil tried to find any footing and we seem to have still one more banking crisis but over there, not here, all combining to mass what turned into a deevent herbings season. Lets accept the fact that well have to listen to what individual kpaens say and when the market calms down which it does because this, too, shall pass we can figure out whats cheap based on what they told us. Thats what we have been doing with the charitable trust, filing away good stories, letting them come down to our levels where they are gifts and not of the trojan horse variety while we wait for boxes to be checked off to show us the landscape will at last be kinder to the bulls than the bears. With that in mind whats on tap for next week . After the remembrance of two dynamite president s, the guy on the one and the five, we get reports from hormel food
Growth food play. I wa to bearef. The stock is oa te around its all time high selling 30 times eaings. Rmel made very srt quisitions incding the applegatfarms that rlly paed out. We als we ao re abooetis. T just because it is the premier animal hlth coan we are ia range me where pele need toonsider t justat a comnyoes h i does butlso who ownshe shares iit. Right now zoetis is in a group of sl rs and srt sellers bag it down because a recent look at thsharehder base shows pershing sque capil owns 8. 4 ofhe company with 41million shares and some are concerned the fund which is real under perfoed may have sell the ock rder to raise capital. We have node thats true. Ave no idea if the manag pshing square has to be a youd cfessions of a street addt its anrd practice for hedge funds t shoot at you wn und. That happened to me. I think thats why the sto is a pawn in this b game and is under performing en ough its business is perform ing amazingly. Another factor tconsider yeerday pepsicrepoed a
Letting them come down to our levels where they are gifts and not of the trojan horse variety while we wait for boxes to be checked off to show us the landscape will at last be kinder to the bulls than the bears. With thahain mind whats on tata for next week . After the remembrance of two dynamite president s, the guy on the one and the five, we get reports from hormel foods. Hormel, the Company Behind spam thats remaking itself as a high growth food play. I want to be careful. The stock is on a tear around its all time high selling at 30 times earnings. This is a food company. Hormel made very smart acquisitions including the panned out. We also care about zoetis. T just because it is the premier Animal Health company. We are in a strange moment where people need to consider not just what a company does or how it does but also who owns the shares in it. Right now zoetis is in a group of sell rs and short sellers banging it down because a recent look at the Shareholder Base shows Persh
There, not here, all combining to mass what turned into a deevent herbings season. Lets accept the fact that well have to listen to what individual kpaens say and when the market calms down which it does because this, too, shall pass we can figure out whats cheap based on what they told us. Thats what we have been doing with the charitable trust, filing away good stories, letting them come down to our levels where they are gifts and not of the trojan horse variety while we wait for boxes to be checked off to show us the landscape will at last be kinder to the bulls than the bears. With that in mind whats on tap for next week . After the remembrance of two dynamite president s, the guy on the one and the five, we get reports from hormel foods. Hormel, the Company Behind spam thats remaking itself as a high i want to be careful. The stock is on a tear around its all time high selling at 30 times earnings. This is a food company. Hormel made very smart acquisitions including the Applegate
Individual kpaens say and when the market calms down which it does because this, too, shall pass we can figure out whats cheap based on what they told us. Thats what we have been doing with the charitable trust, filing away good stories, letting them come down to our levels where they are gifts and not of the trojan horse variety while we wait for boxes to be checked off to show us the landscape will at last be kinder to the bulls than the bears. With that in mind whats on tap for next week . After the remembrance of two dynamite president s, the guy on the one and the five, we get reports from hormel foods. Hormel, the Company Behind spam thats remaking itself as a high growth food play. I want to be careful. The stock is on a tear around times earnings. This is a food company. Hormel made very smart acquisitions including the Applegate Farms that really panned out. We also care about zoetis. Not just because it is the premier Animal Health company. We are in a strange moment where pe