Inflation is a recurring event, avian flu is just part of the business environment, a struggling product category is nothing new, and a difficult geographic market is a normal variance. With a historically high 3.5% dividend yield, Hormel continues to look attractive if you can sit tight while management muddles through the long list of fairly normal headwinds. Most notably, higher interest rates increase the cost of capital, which puts pressure on the returns the company earns on its property investments.