RCL at 8.10 is still priced like everything goes right, and that's a big ask for a poultry and milling busi…by @bear_naidoo on $RCL

RCL at 8.10 is still priced like everything goes right, and that's a big ask for a poultry and milling business in this economy. Half the margin pressure comes from feed costs and power, neither of which is getting better. I'll believe it when I see earnings actually hold up.