Fundamental Analyses, Contrarian Cashflows

Contrarian Cashflows

Fundamental Analyses

The purpose of Contrarian Cashflows is to document my investment research and share it with everyone who is interested in value investing. My long term aspiration for Contrarian Cashflows is to become a platform for professional investors and serious amateurs where they can get inspiration and discuss investing-related topics.
I plan to publish one company deep dive per month that is guided by my investment approach. All information I use for my write-ups is publicly available and most of the time directly sourced from public filings issued by the respective companies. To guarantee maximum transparency, for every post I provide a list of all used sources in the resources section.
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Equity Bottom-Up

<ul><li>Pilgrim’s Pride operates as a vertically integrated food producer focused primarily on chicken and pork products.</li><li>The company generates revenue by breeding livestock, processing meat, and selling fresh, frozen, and prepared foods to retailers, distributors, and foodservice companies across the United States, Mexico, and Europe.</li><li>Pilgrim’s Pride has come a long way to becoming one of the most efficient meat processors in Europe and North America.</li></ul>

Pilgrim’s Pride operates as a vertically integrated food producer focused primarily on chicken and pork products.The company generates revenue by breeding livestock, processing meat, and selling fresh, frozen, and prepared foods to retailers, distributors, and foodservice companies across the United States, Mexico, and Europe.Pilgrim’s Pride has come a long way to becoming one of the most efficient meat processors in Europe and North America.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the same time, after this type of major waterfall decline there is often a test of this initial low - and oftentimes we get an undercut of the initial low. Barring approval of a first-line therapy for COVID-19 we are of the belief that we will get an eventual test of this initial low and potentially an undercut. In this report we highlight key technical levels and indicators to watch and suggest investment opportunities with defensive and/or growth characteristics. We are also expanding our recommendations to include bottom-up ideas within several other Sectors.

Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the same time, after this type of major waterfall decline there is often a test of this initial low - and oftentimes we get an undercut of the initial low. Barring approval of a first-line therapy for COVID-19 we are of the belief that we will get an eventual test of this initial low and potentially an undercut. In this report we highlight key technical levels and indicators to watch and suggest investment opportunities with defensive and/or growth characteristics. We are also expanding our recommendations to include bottom-up ideas within several other Sectors.

Global Equity Strategy: Initial Low Established

United Kingdom

Pets at Home Group PLC, through its subsidiaries, provides pet supplies, pet food, toys, and accessories. The Company markets its products for dogs, cats, birds, fish, and other pets through retail outlets throughout the United Kingdom.

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Pets At Home (PETS LN)

Monday Delight: 25/05/2026

Pilgrim’s Pride operates as a vertically integrated food producer focused primarily on chicken and pork products. The company generates revenue...

Contrarian Cashflows

Global Equity Strategy: Initial Low Established

Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...

Vermilion Research

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52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)