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J.M. Smucker is a packaged food company that primarily sells through the US retail channel (78% of fiscal 2024 revenue came through its retail pet foods, coffee, and frozen handheld/spreads segments), with the remaining share consisting of Hostess and international (primarily Canada). Retail coffee is its largest category (33% of sales) with brands Folgers and Dunkin’. Pet foods (22% of sales) holds leading brands like Milk-Bone and Meow Mix. Of its remaining, approximately 22% comes from consumer foods, primarily peanut butter and jelly, through brands Jif and Smucker’s. The company acquired Hostess Brands in fiscal 2024 to boost its snack and convenience store presence.

The Vickers Top Buyers & Sellers is a daily report that identifies the five companies the largest insider purchase transactions based on the dollar value of the transactions as well as the five companies the largest insider sales transactions based on the dollar value of the transactions.

Pilgrim's Pride Corporation was founded in 1946 and produces, processes, and distributes fresh, frozen, and value-added chicken products to retailers, distributors, and food-service companies. It exports chicken products to about 120 countries, and operates a vertically integrated business model. This means that PPC controls almost all of its business operations, from raising livestock to distribution of final products. The company is broken down into three segments: 1) U.S., 2) U.K. and Europe, and 3) Mexico, with the U.S. segment being the largest in net sales. The company deals with poultry products in all segments, while it only deals with pork products in the U.K. Its two largest customers contributed just over an eighth of revenue. Across 14 U.S. states, the U.K., Puerto Rico, Mexico, and Europe, Pilgrim's operates 39 production facilities and 27 prepared foods facilities. Pilgrim's owns Moy Park, which is a poultry and prepared foods company in the U.K. and Europe, and Tulip Limited, a pork and prepared foods company in the U.K. Headquartered in Greeley, Colorado, the company has over 61,200 employees. Pilgrim's has a market cap of more than $10.7 billion.

Value investors trace their roots to the famous "Security Analysis" textbook, written by Ben Graham, an economics professor at Columbia University. Value stocks -- a market segment that includes high-yield stocks -- outperformed growth stocks in 2022. That's a recent rarity, as for the past decade-plus, the performance record has favored growth. Since 2010, the Russell 1000 Growth Index has climbed more than 575%, compared to an advance of almost 200% for the Russell 1000 Value Index. In 10 of the past 13 years, growth stocks have topped value stocks. But that hasn't always been the case. In the 2000-2010 decade, including the Great Recession, value stocks were better performers than growth stocks, advancing an admittedly low 8%, but still better than growth, which declined 15% during the decade. But the tide turned back in 2022. The rollout of COVID-19 vaccines gave a lift to some of the cyclical companies (energy companies and regional banks) that had lagged in recent quarters. While growth stocks have retaken the lead since 2023, the Federal Reserve has kept interest rates high to fend off inflation. That could cap multiple expansion for growth companies in coming quarters. Regardless, the value sector is the place to achieve income. Our High-Yield Theme Model Portfolio is designed to take advantage of these conditions.