Tyson Foods Inc. (TSN-N)

It reports Monday. Must listen to their conference call to determine food inflation. But this stock has disappointed so often in the past.

This is thought of as the chicken giant, but they’re also big in pork and beef. They are going through a transformation that started a number of years ago where they are moving up the value chain where people want food on the go. Doing a good job of putting products into convenience stores, etc. She is expecting them to just continue on with their plan which will result in a higher share price. (Analysts' price target is $80.)

They are currently being sued by the government because of price collusion, working with the other meat suppliers to keep prices high. Also, the supply of meat in general is high. This has a very high free cash flow yield.

(Top Pick Feb 25/16, Down 6%) They have some interesting assets and it is an attractive place to be. They will make more acquisitions in the next 2 or 3 years. It is a difficult space. There is no revenue growth for anyone.