Value Investing with Sven Carlin, Ph.D.Published 2026-10-04
“10 Stocks To Buy! Value Investing Quadrant October 2026”
$CALMNo side taken
CALM is currently being monitored; investment interest requires a yield of 10% and lower risks.
Eggs, Cal-Maine Foods. We discussed this in a public video. With egg prices falling, the stock finally reacted. I was a little surprised here that the stock was not reacting yet.
Now it has begun to react. If we look at the figures, the uses of capital in an average year is 300 million to be returned to companies. They have made some buybacks. Okay, but let's assume things have settled down in normal times.
They are probably at 200 million now. I need this to be at 2 billion. It is not far from where he was a little while ago. So, we are monitoring the situation and keeping an eye on these egg companies.
We put it here at 7% now. When you get to 10% and lower risks, it might be interesting. That's why we're monitoring this.
What they said to watch for