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AGT Food & Ingredients Stock Symbol: AGT-T

Last Price Recorded: $24.0100 on 2017-08-17

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Date Signal Expert Opinion Price
2017-08-08 COMMENT Lyle Stein

This has been a significant disappointment. He is looking at this more and more, because it has gotten hammered. The most recent investment by Fairfax got them out of a debt problem. We do pulses in Canada more than anyone else in the world, and that is good. The bigger issue is the importation, which has really hit the stock. India has some issues with our pulses. Pulses are a wonderful long-term play on the protein story. If they can fix their balance sheet and get over the India problem, then you might have a really good upside opportunity.


Price:
$24.770
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
No
2017-08-02 TOP PICK Andy Nasr

They’ve been hurt by tough lentil market conditions, and a lot of that has to do with what is happening in India. India had a requirement, effectively a tariff, where they wanted lentils going into India to be fumigated before they got there. They have now relaxed the restriction. However, that more than anything, depressed lentil prices, which is only about 5% of this company’s business. They are moving more downstream which should help stabilize the business. Dividend yield of 2.3%. (Analysts’ price target is $33.)


Price:
$24.800
Subject:
REITS, GLOBAL & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-07-21 TOP PICK Michael Sprung

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)


Price:
$26.000
Subject:
CANADIAN LARGE
Bias:
CAUTIOUS
Owned:
Yes
2017-07-19 DON'T BUY Veronika Hirsch

(Market Call Minute.) She would avoid this.


Price:
$25.360
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-06-28 COMMENT Jon Vialoux

He understands this has been under attack from a US Short seller, which has really driven down the price. Technically the trend is lower highs and lower lows. It is resisting its 50-day moving average, and there is nothing positive from a technical perspective. There was a significant gap down between $30 and $27. Seasonally, agriculture has strength from now through to September and then dips in September to rise again to the end of the year. This one continues to go down.


Price:
$22.190
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-06-07 PAST TOP PICK Michael Sprung

(A Top Pick July 15/16. Down 24%.) A number of things have impacted this company. They had the supposedly fumigation problem with exports to India. Pulses are probably one of the fastest growing demand areas within the nutrition segments. They did very well last year, and the stock may have gotten ahead of itself. The 1st quarter was very disappointing. Rumours are that India is going to have a relatively poor crop, which is going to have them import more. At $25, it represents fairly good value.


Price:
$25.640
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-06-06 DON'T BUY Peter Hodson

Had a really tough quarter recently and the stock took a very big hit. It was really the wording of the company, reading between the lines, that gave a bit of cause for concern. They talked about weakening demand, political strife, change in the demand picture. He wouldn’t really care about that, but the company does have quite a lot of debt. A situation where you might want to back off for 2, 3 or 4 quarters to see how it plays out.


Price:
$26.070
Subject:
CANADIAN SMALL & MIDCAPS
Bias:
UNKNOWN
Owned:
Unknown
2017-05-31 BUY Michael Simpson, CFA

Reported a quarter that disappointed analysts and investors. They talked about some of their customers in the Mideast having difficulties. Produces lentils. Feels this has a very good future, led by a very passionate and charismatic CEO. He has been buying on pullbacks.


Price:
$25.860
Subject:
NORTH AMERICAN DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-05-26 HOLD Michael Smedley

Doesn’t know why it has been dropping lately. It has become the dominant force in the lentil supply to countries like India. India had a big crop. If he owned, he would tend to stay in it.


Price:
$25.990
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Unknown
2017-05-24 COMMENT Brian Madden

Sold his holdings a few weeks ago. Ostensibly, they have a lot of good things going for it. They are producers of pulses, beans, lentils, things that are really on trend with health foods. Management has had a consistent failure of executing a plan to street expectations. Their latest quarter had a pretty severe profit warning.


Price:
$26.190
Subject:
CANADIAN EQUITIES, FIXED INCOME & ASSET ALLOCATION
Bias:
UNKNOWN
Owned:
No
2017-05-12 COMMENT Chris Damas

The chart shows this is going down, which he likes. He wants to buy something that is cheap. India is the biggest consumer of lentils and chickpeas, and these things are growing in value.


Price:
$25.310
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Unknown
2017-04-28 BUY Michael Sprung

Lentils and pulses. This has traced back from $40 down to around $30. A lot has happened with crops being locked in by weather and various other factors, but the long-term future for pulses, proteins and food ingredients is very good. Feels the company is getting more and more coverage. This is now at levels that are attractive, and he would be adding to any new accounts that came in.


Price:
$31.670
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-04-26 COMMENT Robert McWhirter

Their key revolves around lentil and pulse crops for protein with non-animal source products. It ranks 279 in his database. Latest results have been modest. Sales increase is 9% and a 14% earnings increase. Earnings growth is forecast at 15%, against a PE of 12.9%. They are not free cash flow positive, which is why the stock has gone sideways.


Price:
$29.890
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
OPTIMISTIC
Owned:
No
2017-04-10 BUY Gavin Graham

The biggest lentil exporter in the world.  There is the growth in healthy eating.  It is a vast source of protein in India.  They are moving into other grains.  You buy this for a long term secular growth play, not for the yield.


Price:
$29.120
Subject:
NORTH AMERICAN - LARGE & GLOBAL EQUITIES
Bias:
BEAR
Owned:
Unknown
2017-03-30 DON'T BUY Veronika Hirsch

It has less debt than last time around.  She started picking away at it today.  The Indian government insists crops get fumigated before going overseas.  But we got an extension with the government to having to do this based on it being so much colder in Canada.  And this is only 5% of their business.  We have seen very large crops in Canada, India and Australia and that is putting pressure on the pricing.   Don’t fixate on the fumigation issue.  It is growing slower than investors would like to see it.


Price:
$29.860
Subject:
CANADIAN & ALTERNATIVE INVESTING
Bias:
OPTIMISTIC
Owned:
Yes
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