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Rotation into consumer staples/defensives - best plays?
Is it time for Good Dividend play? I think NOW might be a GREAT opportunity.
Is it time for Good Dividend play? I think NOW might be a GREAT opportunity.
Buying the Dip midday tomorrow after some early selling.
Top stocks hitting 52-Week Highs/Lows - August 28, 2025 📈 📉
Pre-Market Gainers and Losers for Today (August 28, 2025) 📈 📉
How do we feel about snack and food companies right now (HSY, HRL)?
Hormel's stock drops 8% after workers ratify contracts with wage increases
In depth DD on why Hormel Foods ($HRL) is undervalued
Fill in the blank: I didn't know ___ owns ___ until I entered the market
Hot Stocks: SI craters 58%; CERT, SFM surge on earnings; HRL reaches 52-week low
TIK-TOK craze “The LION diet” Meat, Salt and Water- nothing else
Don Miguel Breakfast Burritos. Outperforming SP500
Hormel (HRL) workers strike at Corn Nuts factory in Fresno
Earnings Moves & Expectations Analysis For This Week Releases: GME, ASAN, CHPT, LULU, HRL and more
Earnings Moves & Expectations Analysis For This Week Releases: GME, ASAN, CHPT, LULU, HRL and more
Lengthy KODK DD -- hint..it's got hidden value and insiders/tutes have been loading.
Weekly gainers: top 5 companies by the growth of job openings over the last week
Strategy Discussion: Anyone here understand risk free butterflies? Examples included
Mentions
BWXT and GEV are not utilities and they're not defensives. You didn't say anything about the energy space in your OP. The pros of vanilla electrical utilities is: --they are basically guaranteed ROI by regulators -- the utilities sector over the long term has one of the most rock solid upward channels you will ever see The cons are: -- They are interest-rate sensitive. They are bond proxies, so when interest rates are high, their yields become somewhat less attractive compared to bonds. That's the time to buy them. It's pretty easy to time buys based on their charts. Bottom of the channel, buy. -- I bought SO and DUK specifically because of where they operate and their cozy relationships with regulators. That is somewhat coming under increased political risk for utilities in general. Their guaranteed ROIs may start to some under more pressure. Consumer staples don't have quite as dependable a channel but they are similarly affected by interest rates. The time to buy is when interest rates have been high for a while and everybody's thrown in the towel on staples. HRL personally I wouldn't touch, look at a long term chart, people just don't want to buy their shit anymore. Same with KHC. I dumped my PEP the other day because I was sick of it doing nothing forever. If you are looking at EL, I would look at ULTA. ULTA is more volatile. It tends to run before earnings and then sell off. If you watch it for a few quarters, you may get a feel for when to buy it. I would say it's more of a trader than a buy-and-hold. ULTA doesn't pay a div. I just put ULTA and EL on a 5 year chart and EL is horrible. Minus 73%. ULTA is only plus 34%. I think that's COVID after-effects of more people working at home. But I'd just avoid that space entirely.
I looked at these and DUK looks pretty appealing, though I think BWXT and GEV might be better plays than these more defensive energy stocks. I'm kinda new to the "defensive energy and consumer staples" space, so tell me if im totally off base. There is also the argument that utilities are a bit inflated right now as a result of AI growth and demand. Which is one reason HRL/EL looked appealing to me in the first place.
I chose a helluva time to sell a put on bmnr. Fell straight through the floor of its February low. Mainly hedged by selling puts on consumer defensives like HRL or KO. Either risk on or risk off
At first I thought this post was about Hormel (HRL) and I was excited for my meat futures (I have leaps) to print. I bought in for the same setup as OP, protein is slammed in everything these days.
HRL on a pullback , GIS , CPB … not advice just opinion
My HRL LEAPS are booming like the farts from the Boomers causing it.
HRL beat earnings double beat . Nice
Didn’t do anything as my options on HRL stayed flat all day lol crazy . I have sold puts and stock so I’m just twiddling my fingers .
PATH 11.5c APPS 5c HRL 20p
HRL puts KSS calls XPEV calls PATH calls What do you think???
That's probably why HRL had a decent bounce today
One of these days HRL will be green again …….. I just keep buying
$HRL still looking good. Perfectly cooked bacon.
Welp, I started selling call spreads to hedge my TLT position. I might also do the same vs my HRL position as well.
HRL Makes spam and corned beef hash
HRL = Hormel = Cubans gonna be eating SPAM
20k into HRL. It ain’t getting any lower. Collect 5.4% dividend as you wait. Sell the 10,000 shares you bought when it reaches 23 bucks per share. And thank me later.
I sold a 40 put on BNO as another scalp. I am most likely taking an assignment on HRL. I harvested a fair good amount of premium today.
That giant red candle on TLT at end of market has me preparing for the worst. If IV spikes, roll my strangle. I diamond-handed my HRL CSP from being ITM to OTM. Getting better at this.
Marketing nerds for HRL going nuts over WSB references. 😂😂
Why doesn't Donnie get companies to do cross promotions with the war? Like he could team up with HRL and rename it to the Strait of Hormel and they could sail a tanker full of their chili through it and give it out to the Iranian public as a gesture of good will. This stuff could help bring about world peace through great American products.
Sponsored by Hormel Foods Corporation (NYSE: $HRL)
Is HRL down today because they closed the Strait of Hormel?
Calls on American boomer stocks. Old companies. Looking at HRL and maybe Tyson. Domestic Aluminum has been good but stagnating lately
go boomer stocks. HRL, CAG, KHC. Sector rotation
Touched grass for about 30 minutes and in a moment of clairvoyance I realized the move was long HRL. (Remember that I am institutionalized.)
Haha Jk, you got me... it's HRL LEAPS and BTC on your Ledger
CAG, KHC, MCD, HRL, GIS, PEP, KHC...sector rotation happening, institutions moving money out of tech and into consumer staples. Conagra Brands call options are still cheap. 2x+ gains were had in some of the above. Going to keep buying deep itm CAG calls with 1.00 deltas. Will Tues keep rotating into staples? I think so. These haven't seen any fomo yet. In fact these have been hated beat up stocks.
Still scooping up cheap HRL LEAPS. Boomer farts are going to be big and stinky this year.
My DOW and HRL calls are going to rip I bet. Been consolidating into stupid boomer stocks for 6 months now... might be dumb but I won't be the first
HRL or AAL. A lot of boomer stocks haven't had their real bull moment yet and I think it's coming. AAL looks like a buy day for me.
Made like 500 scalping VZ and HRL all day. What a chop fest heh . But I’ll take it .
HRL Jan '28 calls are free money, based on inflation alone. Change my mind.
2028 HRL calls are dirt cheap. Like weirdly cheap. I need to look at CAG too
Dude, it's like HRL or OXM or any other manufacture and sale of processed and packaged foods or textile that is American based and been around for over 50 years. Under this administration this stuff is going to pump. Anything that hasn't been announced that government is investing money in will be announced at some point in the next two years.
HRL (Hormel Foods) the company has been struggling for quite some time now. They are in the midst of a leadership change with long time CEO stepping down earlier this year. I like this stock because it is not closely associated with all the AI hype. I'm not a bubble boy regarding AI but do feel profits from recent gains will be collected in 2026 or 2027 after the capital gains tax decreases to a long-term instead of short term categorization. Currently own 140 shares of HRL and likely going to buy more on weakness. Also HRL is a dividend aristocrat who recently bumped it up.
I am, but in stocks that are at a normal p/e like CAG , HRL, bax, or any other stock that is being looked over. There is so many stocks that need some attention even ETFs like iwm and SCHD. People need to look into these and not just buy into the shiny objects. Save your portfolios. Longer looking profits are the way.
BTC stop loss hit. Switched to HRL and CAG . Going to ride the dividend trail for awhile.
Good question. Let me break this down from an institutional investor perspective. **Is it priced in?** Partially, but not fully. The market tends to price in \~60-70% of expected policy changes before they happen, with the remaining 30-40% realized on actual implementation. Trump announcing tariff relief ≠ tariffs actually lifted (bureaucracy, Congressional approval, etc.). **Tickers to track:** Canadian food/ag exposure with US operations: **Direct plays:** \- **MFI** (Maple Leaf Foods) - Canadian meat processor, \~30% US revenue \- **ATD** (Alimentation Couche-Tard) - Convenience stores, cross-border supply chain \- **SJR.B** (Rogers Sugar) - Food ingredient supplier **US beneficiaries** (if input costs drop): \- **TSN** (Tyson Foods) - Uses Canadian beef/pork inputs \- **HRL** (Hormel) - Meat processor, Canada supply chain \- **CAG** (Conagra) - Packaged foods, commodity input savings **Indirect plays** (logistics): \- **UNP/CNI** (railroads) - Cross-border freight volume increase **What happens if all tariffs lifted?** Two-phase reaction: **Phase 1: Immediate (1-3 days):** \- S&P 500 pops 2-4% (risk-on sentiment, inflation relief narrative) \- Small caps outperform (tariffs hit domestics harder) \- Commodities dip (deflationary pressure) \- USD weakens (less economic friction = less safe haven demand) **Phase 2: Gradual (1-3 months):** \- Sector rotation into cyclicals (materials, industrials, discretionary) \- Margin expansion for companies with cross-border supply chains \- Inflation expectations drop (Fed pivot odds increase) \- International stocks outperform (global trade normalization) **Historical precedent:** When Trump paused China tariffs in Dec 2018, S&P rallied 5% in 2 weeks, then gave back half over 2 months (policy uncertainty remained). **My take:** This is a "buy the rumor, sell the news" setup. If you're not already positioned, wait for confirmation (actual tariff removal, not just talk). If you are positioned, consider taking profits on the initial spike and redeploying on pullback. **Risk factors:** \- Political theater (announcement ≠ implementation) \- Retaliatory tariffs from other countries \- Midterm election dynamics (policy reversal risk) Not financial advice. Just sharing my read on the setup.
You know it’s over when CNBC is pushing ADM and HRL. Boomer bullshit stocks.
HRL or CAG . Not financial advice.
I may be the only HRL (Real meat) bagholder on the entire world
Somebody here’s wife is going to leave them over BYND and they’ll be eating spam for the rest of their lives. All in on HRL.
What the **FUCK** is HRL even. One month 6% bet and still banned, get outta here 😂
HRL Hormel Foods Corporation - Just had a big drop and it’s almost sad boy Chili season.
The one bear case I see is on July 30 US Q2 GDP will be released. I expect this to be negative. The most recent Q1 estimate was (0.5%) compared an expected +2%. 2 quarters of negative GDP will mean the US is in recession. There are US companies that historically make money in recession. A good list is called “dividend kings”. About 55 companies who have paid and raised their dividend consecutively for 50 years. (PG, KO, JNJ, CL,HRL, TR etc) Dividend kings is what I recommend people to buy right now, and while US in recession. I caution people to not buy overpriced (impossible PE) stocks bc they have the largest amount of downside.
Puts on hormel $HRL Closing the goddamn strait
$HRL shorts about to print
HRL and TSN might be good picks. Meat prices are expected to rise a lot. Meat is hard to cut out, chocolate is not. I would wait on HSY to hit $125-$130.
Yup saw it coming since inauguration, got 2027 puts in December on CAG, HRL, PPC, and ADM. Up 100% so far. Next week's earnings should be a blood bath. Also got 0 dte on the lat earnings for TSN and got 1.5x on those.
He's also been bullish on Hormel (HRL) for the longest time despite the company being an obvious laggard
HRL? Hormel Foods Corp the makers of SPAM. I mean, it's not a bad play because the shelf life is ever lasting, right? Its a hell of a long play. Might throw it into the nuclear portfolio for fun.
I'm getting Spam (HRL) in my stocking cause I've been a good girl this year
No, that’s too obvious… people will have to buy a Dave’s Double and put their own bacon on it. Calls on SFD and HRL.
#**TLDR** --- **Ticker:** HRL **Direction:** Up **Prognosis:** Buy Long **Effort:** Super Hard DD
HRL has been staying green
I’m scooping shares of KHZ, HRL and basically anything else food related. WEN for memes.
HRL is probably a good bet too. 
You know market is tanking when HRL (maker of spam) is up up up while everything else is down down down.
$HRL is a strong defensive play with years of increasing dividend payments.
Already locked and loaded with Puts on CAG, ADM, HRL, PPC, and AVO. Hoping I make enough to retire and buy citizenship in another country.
Im making some pan-fried spam as we speak for my egg casserole this morning. Always a good buy from Costco. Calls on HRL.
HRL leap options while you still can
Totally random not financial advice, RY or HRL
Moving into more cash and taking some profits isn’t a bad idea. Going into staples because they are lower isn’t bad and you could collect dividends on the way. HSY / PEP / HRL are near their 52 week lows and will be around long term. If the market goes down it will bring staples down too but maybe not too much. Alternative investments like real estate and rentals or btc also are options.
Here's the list and Goodluck o7 Tyson Foods Inc. (TSN) – Major supplier of processed meats. Conagra Brands Inc. (CAG) – Produces frozen meals and snacks. Kellogg Company (K) – Known for processed cereals and snacks. General Mills Inc. (GIS) – Supplies cereals and processed snacks. Campbell Soup Company (CPB) – Produces processed soups and snacks. McCormick & Company (MKC) – Provides processed seasoning mixes and sauces. TreeHouse Foods Inc. (THS) – Supplies packaged and private-label foods. The Kraft Heinz Company (KHC) – Offers processed meals and condiments. Hormel Foods Corporation (HRL) – Known for processed meats and canned goods. B&G Foods Inc. (BGS) – Offers packaged foods and snacks.
It will simply shift from can food to pre-package food. Short can food like CPB HRL, buy refrigerator company like WHR, CARR.
I just randomly took a boring company from near the bottom of the S&P 500: Hormel Foods (HRL). They make spam (the food). Probably never going to be an Apple or NVidia. But they've apparently average 10% annualized over the past 20 years. Double your money every 7 years. That's a fine investment result, not much worse than Berkshire Hathaway.
CASY crossed 380 and HRL crossed 32 today. Taking profits on my 9/20 calls if we hit 390 and 33.
Watching my 9/20 CASY and HRL calls. Need them to break through 380 and 32.
Yes. Calls both. HRL was a bust. Hopefully CASY has some good news. 2 stocks counts as diversified right?
Just waiting for HRL and CASY earnings.
HRL up on news of a Cinnamon Toast Crunch bacon collaboration.
HRL calls. 37’s for 9/6 and 9/20.
300 to 3k in the next month... What are your moves? Me this week: HRL 10/04 strangle, AVGO 09/06 butterflies C&P, HPE 10/04 strangle
HRL and CASY. Let’s go.
HRL 9/6 calls. One at 32 and twenty at 37. Breakeven point is 34. Hoping a good earnings call pushes it higher.
Cooking up some SPAM and hoping my HRL 8/30 33 calls hit.
Watching my HRL 8/30 33 calls hit a day early
Watching CASY and HRL. Dips to 365 and 31 might trigger a buy move or two.
GLD shares. Roll ITM HRL calls from 8/23 to 8/30.
Watching my 8/23 HRL calls turn green
Closing out my HRL 8/23 calls when it hits $33. Double up on higher strike future dated calls.
I like HRL better, but I see it.
HRL is a good dividend stock with upside I think.
Holding CASY shares. HRL calls. Looking for opportunities before next earnings. Could shift some CASY<>HRL and/or shares<>options.
Buy CASY and Bitcoin. Maybe some HRL options.
KHC, CAG, ADM, HRL, K, TSN, CHWY (yes the dog food company), JNJ
Primarily ETFs such as VOO, VIG, VIGI, though I have shares of some individual stocks like KO, HRL, PG, etc.
I think he coke slurred during that show that he likes Hormel. Well, I had short puts on both BYND and HRL, and guess which ones made me money last week? F Cramer.
I own HRL specifically because I eat more Spam and corned beef hash than I care to admit. But I prefer that they pay for it through dividends versus use my money to buy it.