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Viterra Inc
VT-T
Analysis and Opinions about VT-T
Signal
Opinion
Expert
COMMENT
COMMENT
March 9, 2012
People are interested in acquiring VT because of the changes in the Canadian Wheat board.
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People are interested in acquiring VT because of the changes in the Canadian Wheat board.
DON'T BUY
DON'T BUY
February 28, 2012
Not really a “go to” stock for him anymore because of the changes that are happening in the Canadian deregulation of the wheat board. This will have some impact on the company that is modestly positive but it is very important to keep track on the handling margins. Fairly valued at $11.
Show full opinionHide full opinionNot really a “go to” stock for him anymore because of the changes that are happening in the Canadian deregulation of the wheat board. This will have some impact on the company that is modestly positive but it is very important to keep track on the handling margins. Fairly valued at $11.
BUY
BUY
February 21, 2012
Likes it for the long term. Will be a beneficiary o the demise of the Canadian wheat board. More people will want to sell through them. Will be competitive within that business. Likes the balance between North Hemisphere and South Hemisphere. He will stick with it. Could do well over the next few years.
Show full opinionHide full opinionLikes it for the long term. Will be a beneficiary o the demise of the Canadian wheat board. More people will want to sell through them. Will be competitive within that business. Likes the balance between North Hemisphere and South Hemisphere. He will stick with it. Could do well over the next few years.
COMMENT
COMMENT
February 13, 2012
(Market Call Minute.) Proven to be a little riskier than was thought. People are holding because they think the break up of the Canadian wheat Board will be beneficial for it but lost money last order because of their marketing division.
Show full opinionHide full opinion(Market Call Minute.) Proven to be a little riskier than was thought. People are holding because they think the break up of the Canadian wheat Board will be beneficial for it but lost money last order because of their marketing division.
DON'T BUY
DON'T BUY
February 10, 2012
Has it as a neutral with a target of $11. Likes it fundamentally as a long-term story.
Show full opinionHide full opinionHas it as a neutral with a target of $11. Likes it fundamentally as a long-term story.
DON'T BUY
DON'T BUY
February 9, 2012
Somewhat a prisoner of its Saskatchewan pool legacy. Pools were not primarily set up to make profits but to serve the interest of the farmer. They were very heavy on building up a lot of capital facilities and not focused on getting a return. If he wanted to play agriculture, he would be inclined to look at some of the US companies or fertilizer.
Show full opinionHide full opinionSomewhat a prisoner of its Saskatchewan pool legacy. Pools were not primarily set up to make profits but to serve the interest of the farmer. They were very heavy on building up a lot of capital facilities and not focused on getting a return. If he wanted to play agriculture, he would be inclined to look at some of the US companies or fertilizer.
BUY
BUY
February 6, 2012
Good, long-term hold and this is a good entry point. One back one disappointment of the grain handling side. Has disclosed that the winding up of the Canadian wheat Board will add $40 million in EBITDA to their bottom line this year. If this does happen, you are looking at a $13-$14 stock so under $11 is a good entry point.
Show full opinionHide full opinionGood, long-term hold and this is a good entry point. One back one disappointment of the grain handling side. Has disclosed that the winding up of the Canadian wheat Board will add $40 million in EBITDA to their bottom line this year. If this does happen, you are looking at a $13-$14 stock so under $11 is a good entry point.
HOLD
HOLD
January 27, 2012
There was some noise over the Cdn Wheat Board’s recent decision, which probably hurt it a bit. Thinks the worst is over. He is currently getting interested in the agriculture space.
Show full opinionHide full opinionThere was some noise over the Cdn Wheat Board’s recent decision, which probably hurt it a bit. Thinks the worst is over. He is currently getting interested in the agriculture space.
TOP PICK
TOP PICK
January 23, 2012
Doesn't feel the market appreciates the structural changes that are going on in the industry with the demise of the Canadian Wheat Board. Expect that grain handling margins will be going up because of this. Lately there have been stronger fertilizer volumes.
Show full opinionHide full opinionDoesn't feel the market appreciates the structural changes that are going on in the industry with the demise of the Canadian Wheat Board. Expect that grain handling margins will be going up because of this. Lately there have been stronger fertilizer volumes.
DON'T BUY
DON'T BUY
January 20, 2012
On a long-term basis, you are ok. But short term he prefers AGU-T
Show full opinionHide full opinionOn a long-term basis, you are ok. But short term he prefers AGU-T
WATCH
WATCH
January 4, 2012
His model price is $16.67, which is a 55% upside but for him, he has to see you go about the $11.40 level. This is a cyclical and cyclicals sometimes do okay but this one is waiting for some good economic/world growth news probably. Possible target of $16.
Show full opinionHide full opinionHis model price is $16.67, which is a 55% upside but for him, he has to see you go about the $11.40 level. This is a cyclical and cyclicals sometimes do okay but this one is waiting for some good economic/world growth news probably. Possible target of $16.
BUY
BUY
December 19, 2011
With the government planning to scrap the wheat board, will this benefit companies like this? This company will be one of the prime beneficiaries if the wheat board is disbanded. They are already one of the main grain handlers. Into agro products in Canada and Australia. Very attractive price.
Show full opinionHide full opinionWith the government planning to scrap the wheat board, will this benefit companies like this? This company will be one of the prime beneficiaries if the wheat board is disbanded. They are already one of the main grain handlers. Into agro products in Canada and Australia. Very attractive price.
COMMENT
COMMENT
December 13, 2011
Company is amazing in its depth and breadth. A very serious, world scale company and owns 95% of the grain space in Australia. There has been a 30% falloff recently on the price of wheat. The stock has been stuck in a narrow range for a very long time.
Show full opinionHide full opinionCompany is amazing in its depth and breadth. A very serious, world scale company and owns 95% of the grain space in Australia. There has been a 30% falloff recently on the price of wheat. The stock has been stuck in a narrow range for a very long time.
COMMENT
COMMENT
November 18, 2011
This is an agricultural play. Demand for higher protein diets continues to grow from emerging markets. Price-to-earnings or price-to-cash flow is a reasonable way to value this company. Be aware that it is cyclical as it is a commodity play. Both geographically and seasonably diversified.
Show full opinionHide full opinionThis is an agricultural play. Demand for higher protein diets continues to grow from emerging markets. Price-to-earnings or price-to-cash flow is a reasonable way to value this company. Be aware that it is cyclical as it is a commodity play. Both geographically and seasonably diversified.
BUY
BUY
November 14, 2011
Favours the agriculture sector. This is the handling and processing company will benefit from the upper trend in agriculture. Doesn't have as much of a direct play but is a slower and steadier player. Good networking Canada and they're getting into Australia. Good play for the long-term.
Show full opinionHide full opinionFavours the agriculture sector. This is the handling and processing company will benefit from the upper trend in agriculture. Doesn't have as much of a direct play but is a slower and steadier player. Good networking Canada and they're getting into Australia. Good play for the long-term.
