RJ Hamster
🦃 This Stock Is the Thanksgiving Turkey King!
 AN OXFORD CLUB PUBLICATION |
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| View in browserSPONSOREDSomething huge happened on June 30Google just announced a partnership that could trigger an energy market shock, supercharge the AI revolution, and save homeowners tens of thousands of dollars.According to one former Google insider, the technology at the center of this deal “could be even more important than the industrial revolution.”Click here for the full story. THE VALUE METERThe Thanksgiving Turkey King You Never Think AboutAnthony Summers, Director of Trading, The Oxford ClubLike most families, we eat turkey on Thanksgiving. Years ago, though, my wife and I started a small tradition of our own.We roast a duck for the three of us – my wife, our daughter, and me. It started as a one-off experiment, but the flavor won people over fast. This year, my mother even asked for her own.The big family gathering still runs on turkey. Tradition tends to stick. But anyone who’s tried my wife’s duck knows it’s the better bird.Even then, the meal isn’t really the main point. The table is. Thanksgiving is about getting everyone in one place, telling the same old stories, and being reminded why these people matter. The turkey is just the excuse.But that habit – and the predictability of it – is what makes turkey such a powerful business. Millions of families buy the same bird every year, and that annual surge flows straight through the country’s biggest producer.Seaboard (NYSE: SEB) is a very strange bird. It ships cargo across oceans, trades grain, runs power assets, raises hogs… and owns half of Butterball – the largest U.S. producer of turkey.Odd mix? Sure. But it works inside Seaboard’s broader protein and commodity business.Through the first nine months of 2025, revenue rose to $7.3 billion from $6.6 billion a year earlier. Net earnings swung from a loss to $243 million. Operating income climbed to $174 million. Cash from operations reached $380 million.Butterball’s share flows through Seaboard’s affiliate income, which has delivered $81 million so far this year – helped by stronger turkey pricing and steadier production.Even with those improvements, The Value Meter looks past the surface and asks a simpler question: Is the stock cheap, expensive, or fairly priced?View larger image Its enterprise value is only 0.97 times its net asset value, far below the peer average of 3.70. That makes the company look cheap. But its free cash flow efficiency tells a quieter story. Seaboard produces quarterly free cash flow equal to 0.61% of its net assets, while peers average 1.18%.Its 12-quarter record is almost identical to the market: positive free cash flow in about half of those periods. Nothing alarming. Nothing dazzling. Solid, steady, and average.The stock illustrated that blend for a while. Early in the year, shares drifted sideways. Then the climb began.View larger image On the chart, the summer rise forms a clean upward slope, followed by a quick dip and an even sharper surge into November. Today, the stock trades near $4,560 – its strongest level of the year.At that price, does the stock belong in investors’ portfolios like a Butterball turkey belongs on your Thanksgiving table?Find Out Here… SPONSOREDELON MUSK IS ABOUT TO MAKE TESLA SKEPTICS LOOK LIKE COMPLETE IDIOTS… AGAINRemember when “experts” said Tesla would never work? That electric cars were a joke? That Elon was just a “crazy dreamer”?Those same morons are now saying robotaxis are “decades away.”WRONG. Tesla’s robotaxi fleet launches THIS YEAR. 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But dividend stocks are truly 100% passive!And while they might sound old-fashioned…They are the single best way to grab MORE INCOME – while you eat, sleep and vacation – month after month.Getting started couldn’t be easier! To prove it, I’m giving you the Ultimate Dividend Package (FREE OF CHARGE). Click here to get it for free. You are receiving this email because you subscribed to Wealthy Retirement. Wealthy Retirement is published by The Oxford Club. Questions? Check out our FAQs. Trying to reach us? Contact us here. Please do not reply to this email as it goes to an unmonitored inbox. Privacy Policy | Whitelist Wealthy Retirement | Unsubscribe © 2025 The Oxford Club, LLC All Rights Reserved The Oxford Club | 105 West Monument Street | Baltimore, MD 21201 North America: 866.237.0436 | International: +1.443.353.4540 Oxfordclub.com Nothing published by The Oxford Club should be considered personalized investment advice. 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