December 8, 2015

This post was just published on ZYX Short Sell Change Alert.

Meat stocks continue to run.  In addition to TSN, these include HRL, PPC and SAFM.  TSN is very expensive relative to its own past metrics.  Here is what is causing the excitement:

• TSN bought Hillshire Brands.  In ZYX Buy Change Alert, which is our exclusively long newsletter, we bought Hillshire Brands (HSH) with an average price of $34.22.  Our subscribers made great profits when it was bought out by TSN for $63.

  HSH was mostly in the business of processed meats.  Processed meats generate higher margins than simply selling chicken, beef and pork as TSN had been mostly doing.