Buzzberg Cup Coming soon

u/Stevewilson1983

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
HFG.L long -6.7%
Most Mentioned
HFG.L ×1
Recent Calls
HFG.L long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d 0%
90d —
Average Return -6.7% Long Return -6.7% Short Return -
Average Return
7d -9.7%
30d -8.6%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
HFG.L Hilton F... Hilton Food Group plc
Long
May 23
$559.00
-6.7%
Hilton Foods has long-term cost-plus red meat contracts, but higher-margin seafood hit by inflation & listeria; guidance maintained for 2026 after shipping issues resolved. Disruptions caused stock price drops; with normalization of operations and analyst forecasts for EPS growth, multiple expansion from current 12x forward P/E is likely. Buy on temporary earnings dip; expect recovery as new Canada plant ramps and smoked salmon export restrictions lift in H2 2026. Further inflation in labor/fish, tariff exposure for Canadian plant, consumer shift away from red meat, delayed US export approval for Greece facility.
Hilton Foods has long-term cost-plus red meat contracts, but higher-margin seafood hit by inflation & listeria; guidance maintained for 2026 after shipping issues resolved. Disruptions caused stock price drops; with normalization of operations and analyst forecasts for EPS growth, multiple expansion from current 12x forward P/E is likely. Buy on temporary earnings dip; expect recovery as new Canada plant ramps and smoked salmon export restrictions lift in H2 2026. Further inflation in labor/fish, tariff exposure for Canadian plant, consumer shift away from red meat, delayed US export approval for Greece facility.
Consumer
REDDIT
Showing 1 of 1 picks · sorted by mentions

u/Stevewilson1983 has 1 trade idea tracked on Buzzberg across 1 ticker since May 2026. Most covered: HFG.L.