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The Panic-Proof Portfolio (Stockchase Research)Bunge Ltd.BGTOP PICKNov 16, 2023

Stockchase Research Editor: Michael O'Reilly

With recently reported sales beating analyst estimates, we reiterate BG as a TOP PICK. Tightening margins did shave something of the top end earnings for this international agribusiness company, but we liked that cash reserves continue to grow, while debt is aggressively retired and shares bought back. It trades at 9x earnings, 1.5x book and supports a 20% ROE. The dividend is backed by a payout ratio under 20% of cash flow. We continue to recommend a stop at $95, looking to achieve $134 -- upside potential of 26%. Yield 2.4%

(Analysts’ price target is $134.67)

The Panic-Proof Portfolio (Stockchase Research)

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$105.68

Stock price when the opinion was issued

$112.56

As of Jun 18, 2026. Market Open.

agriculture

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WAIT

One of the top performers in January

Up 27.84% last month. Trades at a cheap 13x PE if you believe agriculture will recover. Wait until they report Wednesday.

DON'T BUY

The whole agricultural sector has become a battleground. Wait for BG to bottom before making any move.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Nov 16/23, Down 10.1%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with BG has triggered its stop at $95. To remain disciplined, we recommend covering the position at this time. When combined with the previous buy recommendation, this will result in a net investment loss of 13%.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly

This Missouri based ag company has entered into a merger that will expand its global footprint. Recently reported earnings were up 25% on the year. We like that cash reserves are growing, while the company aggressively retires debt. It trades at 9x earnings and 1.6x book, while supporting a 19% ROE. We recommend placing a stop-loss at $95, looking to achieve $136 -- upside potential of 19%. Yield 2.2%

(Analysts’ price target is $136.45)

BUY

They reported a mixed quarter and was downgraded, and yet shares went up. He expects it to extend far past $100.

BUY

Agriculture is an amazing place to be now. Resilient. BG is a small cap. They're delivering over 80 storage facilities, specialized oils and grains-- things that people must have in this cycle.

BUY

Is hitting new highs today after huge run in the last 12 months. The agriculture trade has strong momentum that will go parabolic. Corn and wheat from Ukraine are down substantially while weather is challenging plantings in the U.S. He bought this today, even at these highs. He doesn't see resolution in the supply side. Any correction is a buying opportunity. You must be in agriculture which is not expensive in terms of valuation.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 03/20, Up 78.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BG has triggered its stop at $82. We recommend covering the balance of the holdings at this time. Combined with the previous recommendation to cover 50%, this secures a total investment return of 56%

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 03/20, Up 93.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with BG continues to make good progress. We now recommend trailing up the stop (from $72.50) to $82.00. If triggered, this would all but guarantee a minimum investment return of 56%, when considering the previous recommendation to cover half of the holding.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 03/20, Up 74.2%)Stockchase Research Editor: Michael O'Reilly We are recommending trailing up the stop to $72.50. This would all but guarantee a minimum investment return of 45%, including the previous recommendation to cover 50%.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 03/20, Up 33.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK BG has achieved its objective of $61, so we are being disciplined and recommending to cover 50% of the position. We would also recommend trailing the stop up to $53 -- currently at $51.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK

(A Top Pick Sep 03/20, Up 27.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK is progressing well. We now recommend trailing up the stop to $51 (from $38) -- this would all but insure a positive minimum 18% return.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK

Stockchase Research Editor: Michael O'Reilly BG operates as a agribusiness and food company worldwide. It is well diversified into five segments: agribusiness, edible oil, milling, sugar and bioenergy, and fertilizer. Recent reported EPS of $3.88, beat expectations of $1.31. Earnings growth is expected over 20% next year. It pays a nice dividend with a 44% payout ratio. Analysts see upside towards $61 -- over 30% upside. We would buy this now with a stop-loss at $38. Yield 4.40% (Analysts’ price target is $61.13)

COMMENT

He has been looking into this. Trading at a very low multiple. Issues over the last couple of years have been miss-execution and huge exports out of Brazil and Argentina, in terms of soy, etc. It looks like south American crops might be severely diminished this year, meaning there will be no exports and people will be looking to the US, and prices will probably trend higher. You have to get over the hump of can they execute, because they haven’t been able to do so in the past.

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