In edit: Taken off BRCD here at $15.96, (just $.18) will see about redeploying tomorrow. Also took off MERQ at $27.94, giving a small part of the lunch gain on that one.
Tyson is cutting 15% of its output, SFD will take that part. They have managed before, and as the industry leader they are better positioned to weather that storm. he plan is to add in the $13/$15 of it gets there.
Zeev
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