Tyson Foods Inc.

TSN-N

NYSE:TSN

87.97
0.46 (0.53%)
Tyson Foods, Inc. is an American multinational corporation based in Springdale, Arkansas, that operates in the food industry.
More at Wikipedia

Analysis and Opinions about TSN-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
November 8, 2017

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.)

Tyson Foods Inc. (TSN-N)
November 8, 2017

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.)

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$74.000
Owned
Yes
COMMENT
COMMENT
May 10, 2017

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.

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.

John Burke
CEO & CIO, Burke Financial Strategies
Price
$58.040
Owned
No
PAST TOP PICK
PAST TOP PICK
March 30, 2017

(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.

(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.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$61.640
Owned
Yes
DON'T BUY
DON'T BUY
February 9, 2017

Has been a yoyo over the last year. They had headline risk that they manipulated chicken prices. They are the largest chicken producer. He refers SAFM-Q because their valuation is cheaper and they are smaller.

Tyson Foods Inc. (TSN-N)
February 9, 2017

Has been a yoyo over the last year. They had headline risk that they manipulated chicken prices. They are the largest chicken producer. He refers SAFM-Q because their valuation is cheaper and they are smaller.

John Petrides
Managing Dir. & Portfolio Manager, Point View Wealth Management
Price
$65.390
Owned
Yes
TOP PICK
TOP PICK
February 25, 2016

In a volatile market and a slowing economy, it is usually consumer stocks that perform well, especially food stocks. She is betting that this stock will get re-rated. Hormel (HRL-N) is trading at 30X earnings, but is not expecting this one to get re-rated to that. This is currently at 16X and just reported a phenomenal quarter. Making acquisitions which diversifies away from their commodity products and getting more into branded products. Not only will the margins improve, but the predictability will also improve. Dividend yield of 0.9%.

Tyson Foods Inc. (TSN-N)
February 25, 2016

In a volatile market and a slowing economy, it is usually consumer stocks that perform well, especially food stocks. She is betting that this stock will get re-rated. Hormel (HRL-N) is trading at 30X earnings, but is not expecting this one to get re-rated to that. This is currently at 16X and just reported a phenomenal quarter. Making acquisitions which diversifies away from their commodity products and getting more into branded products. Not only will the margins improve, but the predictability will also improve. Dividend yield of 0.9%.

Veronika Hirsch
Chief Investment Officer, Arrow Capital
Price
$66.490
Owned
Yes
DON'T BUY
DON'T BUY
September 17, 2015

Has done okay in the last little while because of their acquisition of Hillshire Brands last year. That is going to provide the company with entry into the wider margin prepared foods market. Valuations are a bit stretched and the growth is not extremely high. Trading at around 13-14 times forward earnings, and the growth rate is probably 6%-8%, so you are not looking at a very robust long-term EPS growth rate. He prefers others.

Tyson Foods Inc. (TSN-N)
September 17, 2015

Has done okay in the last little while because of their acquisition of Hillshire Brands last year. That is going to provide the company with entry into the wider margin prepared foods market. Valuations are a bit stretched and the growth is not extremely high. Trading at around 13-14 times forward earnings, and the growth rate is probably 6%-8%, so you are not looking at a very robust long-term EPS growth rate. He prefers others.

Stan Wong
Director & Portfolio Manager, Private Wealth Management, ScotiaMcleod
Price
$43.680
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
May 29, 2015

(A Top Pick June 18/14. Down 19.37%.) Pairs Trade. (Long Pilgrim’s Pride (PPC-Q) and Short this.) Materialized a lot faster than expected, so he exited his position.

(A Top Pick June 18/14. Down 19.37%.) Pairs Trade. (Long Pilgrim’s Pride (PPC-Q) and Short this.) Materialized a lot faster than expected, so he exited his position.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$42.450
Owned
No
PAST TOP PICK
PAST TOP PICK
December 8, 2014

(A Top Pick Nov 20/13. Up 35.05%.) The business has transformed so much. New management came in and went from some of the highest cost producers to some of the best producers. Recently made an acquisition, so she sold her holdings into that. They seem to be getting good assets, particularly in the breakfast space. Has a strong business outlook.

Tyson Foods Inc. (TSN-N)
December 8, 2014

(A Top Pick Nov 20/13. Up 35.05%.) The business has transformed so much. New management came in and went from some of the highest cost producers to some of the best producers. Recently made an acquisition, so she sold her holdings into that. They seem to be getting good assets, particularly in the breakfast space. Has a strong business outlook.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$41.310
Owned
No
TOP PICK
TOP PICK
June 18, 2014

Pairs Trade. Short Tyson Foods and Long Pilgrim’s Pride (PPC-Q) and Trading at about 15X earnings.

Pairs Trade. Short Tyson Foods and Long Pilgrim’s Pride (PPC-Q) and Trading at about 15X earnings.

Jerome Hass
Portfolio Manager, Lightwater Partners
Price
$36.040
Owned
Yes
TOP PICK
TOP PICK
November 20, 2013

Chicken, beef, and pork. Packaged and sold to grocery stores. Used to be a very volatile stock. Depended on commodity prices in the past. A new management team improved them. They now have a strong business model and trade at 11 times earnings.

Tyson Foods Inc. (TSN-N)
November 20, 2013

Chicken, beef, and pork. Packaged and sold to grocery stores. Used to be a very volatile stock. Depended on commodity prices in the past. A new management team improved them. They now have a strong business model and trade at 11 times earnings.

Jennifer Radman
VP & Sr. Portfolio Manager, Caldwell Investment Management
Price
$30.910
Owned
Yes
BUY
BUY
February 17, 2011
Food processing. His model price is $29.13, which is a 57% upside.
Tyson Foods Inc. (TSN-N)
February 17, 2011
Food processing. His model price is $29.13, which is a 57% upside.
Brian Acker, CA
Chief Executive Officer, President and Chief Inves, Acker Finley Inc.
Price
$18.740
Owned
Yes
WEAK BUY
WEAK BUY
November 3, 2005
Like many of the large food companies in the US, you get a saturation effect where their marginal growth is probably just going to be GDP.
Tyson Foods Inc. (TSN-N)
November 3, 2005
Like many of the large food companies in the US, you get a saturation effect where their marginal growth is probably just going to be GDP.
David Driscoll
President & CEO, Liberty International Investment Management Inc
Price
$18.240
Owned
Unknown
BUY
BUY
September 28, 2005
There are some interesting technical developments on this. Looking back at the highs from 2001 and 2002 there was strong resistance. Broke through that in 2003/2004. There's a technical theory that resistance becomes support. After the breakout, the stock came back to test the support. Thinks it will trend a little higher.
Tyson Foods Inc. (TSN-N)
September 28, 2005
There are some interesting technical developments on this. Looking back at the highs from 2001 and 2002 there was strong resistance. Broke through that in 2003/2004. There's a technical theory that resistance becomes support. After the breakout, the stock came back to test the support. Thinks it will trend a little higher.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.600
Owned
No
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