Part of the weekly research here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from their latest 13F’s. This week we’ll take a look at:
Tyson Foods, Inc. (NYSE: TSN)
Tyson Foods is the largest U.S. producer of processed chicken and beef. It’s also a large producer of processed pork and protein-based products under the brands Jimmy Dean, Hillshire Farm, Ball Park, Sara Lee, Aidells, and State Fair, to name a few. Tyson sells 90% of its products through various U.S. channels, including retailers (45%), food-service (31%), and other packaged food and industrial companies (11%). In addition, 10% of the company’s revenue comes from exports to Canada, Mexico, Brazil, Europe, China, and Japan. The remaining 3% of revenue is composed of intersegment sales.
A quick look at the price chart below for Tyson Foods shows us that the stock is down 27% in the past twelve months. We currently have the stock trading on an Acquirer’s Multiple of 9.79, which means that it’s undervalued.
(Source: Morningstar)
Superinvestors who currently hold positions in Tyson Foods:
Cliff Asness – 2,953,746 shares
Ken Griffin – 721,324 shares
Tom Gayner – 369,000 shares
Israel Englander – 257,159 shares
Lee Ainslie – 56,536 shares
Joel Greenblatt – 51,212 shares
Jeremy Grantham – 42,619 shares
Ken Fisher – 23,021 shares
Ray Dalio – 13,287 shares
Rich Pzena – 9,384 shares
Paul Tudor Jones – 4,715 shares
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