<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1000" height="667" original-src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA"/></p>
<p><em>图片来源：Unsplash</em></p>
<p><em>当世界大多数人都专注于少数几只价格过高、炒作过度的科技股时，《安全资金报告》的读者们在那些经济敏感度低、支付高额股息的股票上表现得非常好。当我使用 Weiss Ratings 系统进行筛选，寻找高评级的消费品公司时，<strong>Cal-Maine Foods Inc.</strong>(CALM) 立刻引起了我的注意。</em></p>
<p><em>我看不出未来会有什么变化，特别是如果我所关注的公司能够继续以与整体通货膨胀率持平或高于通货膨胀率的速度提高价格。对于 CALM 来说，它被归类为包装食品公司，但鸡蛋是它的特长。</em></p>
<p><em>我想我不需要告诉你，当通货膨胀真正飙升时，鸡蛋成为了价格上涨的普遍象征……或者人们尽管抱怨仍然继续购买它们。这正是我推荐这家公司作为未来稳健持有的原因。</em></p>
<p><em>Cal-Maine 实际上是美国最大的上市鸡蛋生产商，拥有 4800 万只产蛋母鸡，年销售鸡蛋约 13 亿个。公司的收入随着鸡蛋价格的上涨而飙升。尽管推动价格上涨的一个主要因素——H5N1 禽流感的爆发——已经开始减退，但价格仍与两年前的水平相当。</em></p>
<p><strong>Cal-Maine Foods Inc. (CALM)</strong></p>
<p><img src="https://imageproxy.pbkrs.com/https://msgraphics.blob.core.windows.net/content/article-img/tptp64736.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="573" height="225" original-src="https://imageproxy.pbkrs.com/https://msgraphics.blob.core.windows.net/content/article-img/tptp64736.png"/></p>
<p><em>Cal-Maine 还有一个额外的优势：它在散养和有机鸡蛋类别中的领先地位。这使它在市场上占据了一个很好的细分领域，富裕的客户通常愿意支付高于平均水平的价格。</em></p>
<p><em>尽管如此，Cal-Maine 的未来收益和利润相对难以预测。很多因素将取决于鸡蛋价格的走向。而且投资者实际上在 2025 年底之前将股票推得更低。但在过去 12 个月中，公司收益不到四倍的情况下，利润即使减半，股票仍将以非常合理的单数市盈率交易！</em></p>
<p><em>与此同时，公司每季度调整股息，使其等于季度收入的三分之一。我预计它们至少会与美国国债在未来一两年内的收益相匹配——甚至可能超过。而且与债券的收益率不同，CALM 的收益率在你持有的时间越长，可能会继续上升。</em></p>
<p><em>考虑到其合理的估值、稳健的业务和持续的股息，我认为这是 2026 年及以后一个很好的保守投资选择。而 Weiss Ratings 系统也同意这一点，最近给予 CALM 一个稳健的 B-“买入” 评级。</em></p>
<p>推荐行动：购买 CALM。</p>
<hr/>
<p><em>更多来自此作者的文章：</em></p>
<p>2026 年最佳选择：The Trade Desk Inc.</p>
<p>2026 年最佳选择：Platinum Group Metals Ltd.</p>
<p>XLK：是什么驱动了科技股的交易动荡</p>

Cal-Maine食品

食品饮料 ETF - PowerShares

全球农业 ETF - Market Vectors

<p>Cal-Maine 食品公司（CALM）因其在鸡蛋市场的强大地位和稳定的分红支付而被认为是 2026 年的首选。作为美国最大的上市鸡蛋生产商，该公司受益于鸡蛋价格的上涨，并专注于散养和有机产品。尽管可能存在盈利波动，CALM 的低市盈率和稳健的商业基本面使其成为一个保守的投资选择。Weiss 评级系统最近给予 CALM B-的 “买入” 评级，推荐其作为投资者的强劲持有</p>

<p><img src="https://imageproxy.pbkrs.com/https://images.unsplash.com/photo-1569025690938-a00729c9e1f9/query-YXV0bz1mb3JtYXQmZml0PWNyb3AmaXhpZD1leUpoY0hCZmFXUWlPakV5TURkOSZpeGxpYj1yYi0xLjIuMSZxPTgwJnc9MTAwMA" alt="" original-src="https://images.unsplash.com/photo-1569025690938-a00729c9e1f9?ixlib=rb-1.2.1&amp;ixid=eyJhcHBfaWQiOjEyMDd9&amp;auto=format&amp;fit=crop&amp;w=1000&amp;q=80"/></p>
<p><em>Image Source: Unsplash</em></p>
<div class="lb-trans"><p><em>图片来源：Unsplash</em></p>
</div><p><em>While most of the world has been fixated on a handful of overpriced, overhyped tech stocks, Safe Money Report readers have been doing very well with economically insensitive stocks that pay big dividends. When I performed a screen using the Weiss Ratings system, looking for highly rated consumer staples companies, <strong>Cal-Maine Foods Inc.</strong>(CALM) jumped out at me right away.</em></p>
<div class="lb-trans"><p><em>当世界大多数人都专注于少数几只价格过高、炒作过度的科技股时，《安全资金报告》的读者们在那些经济敏感度低、支付高额股息的股票上表现得非常好。当我使用 Weiss Ratings 系统进行筛选，寻找高评级的消费品公司时，<strong>Cal-Maine Foods Inc.</strong>(CALM) 立刻引起了我的注意。</em></p>
</div><p>I don’t see any reason for things to change going forward, especially if the companies I target can keep hiking their prices at — or above — general inflation rates. With CALM, it’s categorized as a packaged foods company, but eggs are its specialty.</p>
<div class="lb-trans"><p><em>我看不出未来会有什么变化，特别是如果我所关注的公司能够继续以与整体通货膨胀率持平或高于通货膨胀率的速度提高价格。对于 CALM 来说，它被归类为包装食品公司，但鸡蛋是它的特长。</em></p>
</div><p>I probably don’t need to tell you that eggs became the universal symbol of rising prices when inflation was really soaring…or that people still kept on buying them despite all the complaining. That’s precisely why I’ve been recommending the company as a solid holding going forward.</p>
<div class="lb-trans"><p><em>我想我不需要告诉你，当通货膨胀真正飙升时，鸡蛋成为了价格上涨的普遍象征……或者人们尽管抱怨仍然继续购买它们。这正是我推荐这家公司作为未来稳健持有的原因。</em></p>
</div><p>Cal-Maine is actually the largest publicly traded egg producer in the US, with 48 million egg-laying hens and annual egg sales of roughly 1.3 billion. The company’s revenue soared along with egg prices. And even though one of the big driving forces — an outbreak of the H5N1 avian flu — has started to fade, prices are still in line with levels from two years ago.</p>
<div class="lb-trans"><p><em>Cal-Maine 实际上是美国最大的上市鸡蛋生产商，拥有 4800 万只产蛋母鸡，年销售鸡蛋约 13 亿个。公司的收入随着鸡蛋价格的上涨而飙升。尽管推动价格上涨的一个主要因素——H5N1 禽流感的爆发——已经开始减退，但价格仍与两年前的水平相当。</em></p>
</div><p><strong>Cal-Maine Foods Inc. (CALM)</strong></p>
<div class="lb-trans"><p><strong>Cal-Maine Foods Inc. (CALM)</strong></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://msgraphics.blob.core.windows.net/content/article-img/tptp64736.png" alt="" original-src="https://msgraphics.blob.core.windows.net/content/article-img/tptp64736.png"/></p>
<p>Cal-Maine also has an extra advantage: Its leading position in free-range and organic egg categories. That gives it a great segment of the market where well-heeled customers are usually willing to pay even higher-than-average prices.</p>
<div class="lb-trans"><p><em>Cal-Maine 还有一个额外的优势：它在散养和有机鸡蛋类别中的领先地位。这使它在市场上占据了一个很好的细分领域，富裕的客户通常愿意支付高于平均水平的价格。</em></p>
</div><p>All that said, Cal-Maine’s future earnings and profits are relatively hard to predict. A lot will depend on where egg prices go. And investors were actually pushing the stock even lower into the end of 2025. But at less than four times the company’s earnings over the last twelve months, profits could get cut in half and the shares would still be trading at a very reasonable single-digit P/E!</p>
<div class="lb-trans"><p><em>尽管如此，Cal-Maine 的未来收益和利润相对难以预测。很多因素将取决于鸡蛋价格的走向。而且投资者实际上在 2025 年底之前将股票推得更低。但在过去 12 个月中，公司收益不到四倍的情况下，利润即使减半，股票仍将以非常合理的单数市盈率交易！</em></p>
</div><p>Meanwhile, the company adjusts its dividends every quarter so that they equal one-third of quarterly income. I expect they will at least match — and probably exceed — what US Treasurys will produce over the next year or two. And unlike a bond’s yield, CALM’s yield can keep on climbing the longer you hold.</p>
<div class="lb-trans"><p><em>与此同时，公司每季度调整股息，使其等于季度收入的三分之一。我预计它们至少会与美国国债在未来一两年内的收益相匹配——甚至可能超过。而且与债券的收益率不同，CALM 的收益率在你持有的时间越长，可能会继续上升。</em></p>
</div><p>Given its reasonable valuation, solid business, and ongoing dividends, I think this is a great conservative play for 2026 and beyond. And the Weiss Ratings system agrees, giving CALM a solid B- “Buy” rating recently.</p>
<div class="lb-trans"><p><em>考虑到其合理的估值、稳健的业务和持续的股息，我认为这是 2026 年及以后一个很好的保守投资选择。而 Weiss Ratings 系统也同意这一点，最近给予 CALM 一个稳健的 B-“买入” 评级。</em></p>
</div><p>Recommended Action: Buy CALM.</p>
<div class="lb-trans"><p>推荐行动：购买 CALM。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>More By This Author:</em></p>
<div class="lb-trans"><p><em>更多来自此作者的文章：</em></p>
</div><p>Top Picks 2026: The Trade Desk Inc.</p>
<div class="lb-trans"><p>2026 年最佳选择：The Trade Desk Inc.</p>
</div><p>Top Picks 2026: Platinum Group Metals Ltd.</p>
<div class="lb-trans"><p>2026 年最佳选择：Platinum Group Metals Ltd.</p>
</div><p>XLK: What's Driving The Trading Turmoil In Tech</p>
<div class="lb-trans"><p>XLK：是什么驱动了科技股的交易动荡</p>
</div>

2026 年顶级推荐：Cal-Maine Foods 公司