Viterra Inc (VT.TO)

DON'T BUY
A way to get into the agricultural space. Solid business and great free cash flow generator. Grain shipments to Asia have been strong. Some acquisition opportunities going forward. A little expensive.
COMMENT
Grain storage. Still on an acquisition trail so they could still continue to add to the asset base over the next little while. Analysts’ estimates are for $15 but with new assets that could be pushed.
PAST TOP PICK
(A Top Pick Sept 27/07. Up 27%.) @00day moving average is nicely rising. Stock is coming out of a huge base. Still a Buy.
TOP PICK
Grain retailing and agriculture retailing. The low beta, chicken way to have some agriculture exposure. Had blowout numbers on Wednesday. Have a huge cash amount to make acquisitions.
BUY
The model price of $17.11, a 26% positive differential.
DON'T BUY
Prefers Potash (POT-T), Agrium (AGU-T) and Mosaic (MOS-N).
BUY
Q1 earnings were very strong. Expects a very attractive upside. Gives excellent exposure to agriculture in the small-cap names.
BUY
One stop shop for agriculture. Recently did an equity deal that put a lid on the stock. Company is going through great change. Expect margins to be higher due to cost savings in June 11’th earnings release. Thinks they will beat general consensus for estimates. Is pulling back toward support so this is a good entry point.
BUY
His model price is $16.91, a 23% positive differential.
BUY
This is a great way to participate in agriculture. Have been vocal in saying they want to maintain a conservative balance sheet. Thinks they will be actively looking for acquisitions. This is a longer cycle issue.
DON'T BUY
(Market Call Minute.) Just recently had an issue and from his point of view, the valuation is a little bit rich.
SELL
It makes its money off the volumes that go through its grain silos. Thinks it is a bit ahead of itself.
BUY
Likes this one. Stock is continuing to go higher. Look for a little bit of a pullback. The agricultural area has been very strong and that should still be some room on the upside for that.
TOP PICK
Food is doing very well. The stock has been in a major, major uptrend. This is a long-term hold. There is a lot of space for this to go much higher.
BUY
(Market Call Minute.) Model price is $15.96, a positive differential of 11%.
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