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AJ Secrist from Firstlight Management on Lamb Weston $LW
Yet Another Value Podcast
The Stock's Capital Allocation Policy
I want to talk capital allocation. I think they're definitely leaning on the M&A side. We saw that recently with, they bought out their European JB, but they're under leverage. But let's just talk about capital allocation. What makes sense to you going forward? Yeah. The order of preference for the company is number one, maintain the dividend,. Number two, build capacity, number three, look for buybacks in M&A.
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