Hormel Foods Corp

HRL-N

NYSE:HRL

46.82
0.41 (0.87%)
Hormel Foods Corporation is an American food company based in Austin, Minnesota. The company was founded as George A. Hormel & Company in Austin by George A. Hormel in 1891.
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Analysis and Opinions about HRL-N

Signal
Opinion
Expert
COMMENT
COMMENT
November 29, 2019
It's always been a good company due to their ability to allocate capital appropriately. They were struggling before due to pork prices for SPAM. They're also in the spreads business like Skippy's. 5 year dividend growth is 16%. If they continue to keep margins up, it is a good company.
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Hormel Foods Corp (HRL-N)
November 29, 2019
It's always been a good company due to their ability to allocate capital appropriately. They were struggling before due to pork prices for SPAM. They're also in the spreads business like Skippy's. 5 year dividend growth is 16%. If they continue to keep margins up, it is a good company.
BUY
BUY
June 21, 2019
He ate Spam as a kid, a cheap meat. HRL has transformed from producing Spam to delivering packaged goods, so that has added value. Millennials are cooking less, so there's growing demand for ready-made meals. This means that HRL should do well.
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He ate Spam as a kid, a cheap meat. HRL has transformed from producing Spam to delivering packaged goods, so that has added value. Millennials are cooking less, so there's growing demand for ready-made meals. This means that HRL should do well.
DON'T BUY
DON'T BUY
May 27, 2019
It is a good and well managed company. It is a protein company and there are problems with protein pricing due to epidemics in livestock recently. He thinks it is 'too-hard-to-do'. It is too risky.
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It is a good and well managed company. It is a protein company and there are problems with protein pricing due to epidemics in livestock recently. He thinks it is 'too-hard-to-do'. It is too risky.
DON'T BUY
DON'T BUY
May 7, 2019

It's suffering like Kraft with almost no revenue or earnings growth with a PE of 20. Their brands are not the best.

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It's suffering like Kraft with almost no revenue or earnings growth with a PE of 20. Their brands are not the best.

DON'T BUY
DON'T BUY
April 10, 2019
He remains out of the staples sector. It has gone into a consolidation trading pattern. At 22 times earnings, it is not cheap. He would stay away for now.
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He remains out of the staples sector. It has gone into a consolidation trading pattern. At 22 times earnings, it is not cheap. He would stay away for now.
DON'T BUY
DON'T BUY
October 23, 2017

This is like so many other companies these days. It is a zero-growth business with minimal earnings growth that is squeezing out a few dollars here and there to increase its dividend every year. He doesn’t like the business model, because if you are not reinvesting in your business over time, it is pretty tough to find growth. Trading at over 20X earnings.

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Hormel Foods Corp (HRL-N)
October 23, 2017

This is like so many other companies these days. It is a zero-growth business with minimal earnings growth that is squeezing out a few dollars here and there to increase its dividend every year. He doesn’t like the business model, because if you are not reinvesting in your business over time, it is pretty tough to find growth. Trading at over 20X earnings.

COMMENT
COMMENT
March 13, 2017

OK at these levels, but he would just do a half position now if he were getting into it. Growth is starting to slow a little on the top side, and they are struggling a little with some of their pork products because of rising prices. He would only do a half position and see what happens with that.

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OK at these levels, but he would just do a half position now if he were getting into it. Growth is starting to slow a little on the top side, and they are struggling a little with some of their pork products because of rising prices. He would only do a half position and see what happens with that.

TOP PICK
TOP PICK
June 8, 2016

This owns about 30 brands including Skippy peanut butter. They are getting into the healthier food. It came on his radar screen because of its really long ascent, a very low volatile name. It was up about 500% for about 10 years and the dividend rose 300%. Then it had a big pull back of about 25%. They reported and actually beat earnings 2 weeks ago. The street turned on them. Dividend yield of 1.68%.

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This owns about 30 brands including Skippy peanut butter. They are getting into the healthier food. It came on his radar screen because of its really long ascent, a very low volatile name. It was up about 500% for about 10 years and the dividend rose 300%. Then it had a big pull back of about 25%. They reported and actually beat earnings 2 weeks ago. The street turned on them. Dividend yield of 1.68%.

HOLD
HOLD
August 18, 2015

Spam and peanut butter manufacturer. A great company and has done a great job of executing, but it is expensive. Trading at nearly 24X.

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Spam and peanut butter manufacturer. A great company and has done a great job of executing, but it is expensive. Trading at nearly 24X.

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