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AGT Food & Ingredients Stock Symbol: AGT-T

Last Price Recorded: $23.8700 on 2017-06-23

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Date Signal Expert Opinion Price
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
2017-03-08 PAST TOP PICK William Chin

(A Top Pick Sept 16/16. Down 10.85%.) There is some question about New Delhi rejecting some imports because of fumigation. That has been a short-term deterrent for the stock, but overall, this company has so many orders that they couldn’t fill them. This is still a Hold.


Price:
$32.270
Subject:
TECHNICAL ANALYSIS & MACRO STRATEGY
Bias:
UNKNOWN
Owned:
Yes
2017-02-23 WATCH Brooke Thackray

The best time of the year for AG stocks is Aug. to the end of the year.  Right now we are after the seasonal period.  It is in a descending triangle and that is a bearish pattern.  If it breaks down below the support level in this pattern, then you need to exit.


Price:
$33.030
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
CAUTIOUS
Owned:
Unknown
2017-02-01 PAST TOP PICK Brendan Caldwell

(A Top Pick Feb 1/16. Up 2.51%.) He likes the food sector, and has been fairly heavy in both retail food and this one. Thinks there is continued growth in this space. Any pulse that is high protein (not meat) has a huge growth market for it.


Price:
$35.710
Subject:
CANADIAN VALUE
Bias:
OPTIMISTIC
Owned:
Yes
2017-02-01 TOP PICK Michael Sprung

This has pulled back recently to the mid-$30. One of the main providers of pulses globally, and with the whole movement of the world toward more and more protein, they are exceptionally well positioned. They’ve also been expanding in their food ingredients and pasta areas. Geographically diversified with operations in Turkey, Canada and some in the US. Dividend yield of 1.68%. (Analysts’ price target is $44.)


Price:
$35.710
Subject:
CANADIAN LARGE
Bias:
UNKNOWN
Owned:
Yes
2017-01-24 COMMENT Don Lato

Got a little undervalued. There were a couple of quarters where results were not as robust as they had been, and there were some concerns they had made too many acquisitions a little too quickly. The market for their product is huge, and they have great opportunities with some of their new processing plants and their new rail lines getting their product to market. Valuation is reasonable. Looking out a year or 2, he expects to see much higher prices. Dividend yield of 1.7%.


Price:
$36.880
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
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