Replies to post #11486 on The Rising Influence of Rising Affluence

[jbog]

With so few winners in our investing universe dealing with TGDT it seems the list of losers would have been larger.

Out of the 100's of stocks ever mentioned here only Abbott and Mon have benefited to any degree. In hindsight a couple of tech's would have been worth inclusion on the list.

[DewDiligence]

TSN—a bona fide ‘TGDT’ stock—keeps on rolling:

http://www.wsj.com/articles/tyson-helped-by-prepared-foods-raises-outlook-1470660096

Tyson Foods Inc. projected another year of record profits, fueled by rising profitability in its poultry business, cheap commodity costs and growing consumer demand for meat.

…Tyson has been working to reorient its business around products like premium chicken sausages to reduce its reliance on shrink-wrapped meats, which typically carry lower profits.

Economic factors are improving consumers’ appetite for meat, Mr. Smith said, as unemployment and gasoline prices decrease while U.S. personal incomes climb, lifting diners’ spending at fast-food restaurants that are big Tyson clients.

…Tyson is also overhauling its poultry push into China, one of the world’s top markets for meat, now focusing on appealing to consumers there versus its earlier strategy of pitching restaurants and retailers on birds raised in super-sanitary company farms.

I would like to make TSN a core ‘TGDT’ holding, but preferably at a lower valuation.

Feedback (heheh) is welcome.

Please see #msg-118970085 for related info.