Look, bear makes a fair point on feed and power eating into margins, but RCL's grain milling side actually…by @franco_cape on $RCL

Look, bear makes a fair point on feed and power eating into margins, but RCL's grain milling side actually buffers that better than pure poultry plays. The real question is whether they can hold pricing while input costs stay elevated, and the last set of numbers didn't show that clearly enough for me. At 8.10 it's not crazy but it's not a screaming buy either, more of a wait and see on the next quarterly.