Cal-Maine Foods

Azione

Azione

Ticker: CALM

CALM

Price

Discussione su CALM

Messaggi

16

4Mes·

"Eggs, we need eggs"

If you want to use this legendary quote from Oliver Kahn in your portfolio, you will find an interesting candidate in $CALM (+0,07%) is also an interesting candidate.

Here is a current and - in my opinion - very interesting article on the company.

https://seekingalpha.com/article/4907185-cal-maine-foods-a-rare-pure-play-commodity-compounder

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6 Commenti

immagine del profilo

Donkey Diktator@DonkeyInvestor

4Mes

Twice as funny

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6Mes·

Anyone invested?

figures and divi read well. Considering expanding the consumer sector and venturing a first entry.

5

3 Commenti

immagine del profilo

6Mes

Yes, I am invested and will increase further

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8Mes·

Sector rotation?

While AI, IT and BTC stocks are currently "running out of steam", the "boring" consumer staples are becoming increasingly popular in my portfolio:

General Mills $GIS (+1,95%)
KraftHeinz $KHC (+1,97%)
Cal-Maine Foods $CALM (+0,07%)
Pepsi $PEP (-1,21%)

Is this the beginning of the sector rotation that has been predicted time and again?

What do you think?

Source graphic: FuW, Finance and Economy

attachment

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6 Commenti

immagine del profilo

Tenbagger-Capital@Tenbagger-Capital

8Mes

Growth sectors such as AI, robotics, space, etc. will not disappear and will continue to grow. There is a lot of uncertainty in the sector at the moment. People like to take profits because the shares have also performed very well

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Mostra la risposta

Aktien Stammtisch

@Aktien_Stammtisch

9Mes·

Cal-Maine Foods Q2'26 Earnings Highlights

🔹 Revenue: $769.5M (Est. $814.2M) 🔴; DOWN -19.4% YoY

🔹 EPS: $2.13 (Est. $2.08) 🟢; DOWN -52.3% YoY

Segment sales:

🔹 Shell eggs: $649.6M; DOWN -28.1% YoY

🔹 Conventional eggs: $363.9M; DOWN -41.0% YoY

🔹 Specialty eggs: $285.7M; DOWN -0.4% YoY; volume slightly UP +0.3%

🔹 Prepared foods: $71.7M vs $10.4M; UP +586.4% YoY; DOWN -14.5% QoQ on Echo Lake remodel

Other Metrics:

🔹 Gross Profit: $207.4M; margin 27.0%

🔹 Operating Income: $123.9M; margin 16.1%

🔹 Net Income: $102.8M; DOWN -53.1% YoY

🔹 Operating Cash Flow: $94.8M; DOWN -22.8% YoY

Capital Return:

🔹 Buybacks: 846,037 shares for $74.8M; $375.2M authorization remaining

🔹 Dividend: ~$0.72/share (total ~$34.3M) under variable dividend policy

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9Mes·

+

31.12

Cal-Maine Foods

Acquistato x2 a 80,28 USD

160,56 USD

6

Finanzen Anders

@Finanzen_Anders

9Mes·

Long story -> short

I find these 3 stocks exciting for 2026 $ADBE (+4,05%) , $CALM (+0,07%) and $SYK (+4,34%) . Who else?

https://youtu.be/YkjIcjf4Jmg

Best wishes and a Happy New Year 2026 to all,

Angelo

www.youtube.comDiese 3 Aktien könnten 2026 überraschen! Was meinst Du?

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3 Commenti

immagine del profilo

Compounder@FirstCompounder

9Mes

$SYK is a strong compounder and the strongest position in Terry Smith's (Fundsmith) portfolio - will certainly continue to grow in 2026

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10Mes·

Entry opportunity?

Considering building up a first tranche. Price gives way a little. Any opinions?

4

8 Commenti

immagine del profilo

Alpalaka@Alpalaka

10Mes

keep calm and wait for se Korrektur

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Mostra la risposta

10Mes·

Cal-Maine

$CALM (+0,07%) Only eggs until the end of the year.

17.11

Cal-Maine Foods

Acquistato x4 a 89,60 USD

358,40 USD

9

1 Commento

immagine del profilo

Tenbagger-Capital@Tenbagger-Capital

10Mes

After the 🍊 reduction in egg prices.
Things are looking up

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11Mes·

🥚 ++

$CALM (+0,07%) I think it's a good price to expand

11.11

Cal-Maine Foods

Acquistato x10 a 89,80 USD

898,00 USD

7

3 Commenti

immagine del profilo

NichtRelevant@NichtRelevant

11Mes

Eggs instead of technology. Good decision - at least today. 😏

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1Anno·

+ 🥚

$CALM (+0,07%) Position increase

07.10

Cal-Maine Foods

Acquistato x5 a 92,90 USD

464,50 USD

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