Archer Daniels Midland Company

ADM-N

NYSE:ADM

41.14
0.63 (1.56%)
The Archer Daniels Midland Company is an American global food processing and commodities trading corporation, headquartered in Chicago, Illinois.
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Analysis and Opinions about ADM-N

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
February 21, 2012
Recently reported a really lousy quarter but even so, the stock went up. Very complicated company to follow. Just because corn prices and fertilizers are going higher, doesn't mean they are making more or less money. You have to look at this one on a yearly basis. Cheap on valuation and a great raiser of dividends. Try to get under $30.
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Recently reported a really lousy quarter but even so, the stock went up. Very complicated company to follow. Just because corn prices and fertilizers are going higher, doesn't mean they are making more or less money. You have to look at this one on a yearly basis. Cheap on valuation and a great raiser of dividends. Try to get under $30.
DON'T BUY
DON'T BUY
January 30, 2012
One of the underlying catalysts for this has been the grand peripheral (?) trade. That whole valley chain has caused land prices for farmers to reach inflated levels. As, at the same time as a Chinese big demand for these food commodities. Longer-term, you have a backdrop of sovereign risk at the banking levels for the US governments. Wonders if longer-term, the trade is going to unwind.
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One of the underlying catalysts for this has been the grand peripheral (?) trade. That whole valley chain has caused land prices for farmers to reach inflated levels. As, at the same time as a Chinese big demand for these food commodities. Longer-term, you have a backdrop of sovereign risk at the banking levels for the US governments. Wonders if longer-term, the trade is going to unwind.
SELL
SELL
January 11, 2012
So many moving parts to it that it is tough to figure out. Announced a layoff today. Never great news.
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So many moving parts to it that it is tough to figure out. Announced a layoff today. Never great news.
PAST TOP PICK
PAST TOP PICK
December 19, 2011
(A Top Pick Dec 22/10. Down 7.56%.) Grain handling. Still things the global demand for food stuff is a good story. Still likes.
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(A Top Pick Dec 22/10. Down 7.56%.) Grain handling. Still things the global demand for food stuff is a good story. Still likes.
BUY
BUY
December 12, 2011
Very hard and complex company to understand. Involved in making additives for food as well as in the trading business. Does like that they are the biggest supplier of soybeans to China and over time, China is going to need more and more soybeans. Very cheap on a PE basis trading at a Price to Book Value of 1. Has raised its dividend 30+ years in a row.
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Very hard and complex company to understand. Involved in making additives for food as well as in the trading business. Does like that they are the biggest supplier of soybeans to China and over time, China is going to need more and more soybeans. Very cheap on a PE basis trading at a Price to Book Value of 1. Has raised its dividend 30+ years in a row.
SELL
SELL
November 23, 2011
Too many moving parts. Crop prices/failure, flowthrough issues. Tough industry.
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Too many moving parts. Crop prices/failure, flowthrough issues. Tough industry.
PAST TOP PICK
PAST TOP PICK
November 21, 2011
(A Top Pick Nov 4/10. Down 8.02%.) Agriculture services company. Exporter of corn, soy, etc. Had a really good year last year and raised its dividend twice. The problem is that they had a lousy 1st quarter. Very cheap at 9X earnings.
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(A Top Pick Nov 4/10. Down 8.02%.) Agriculture services company. Exporter of corn, soy, etc. Had a really good year last year and raised its dividend twice. The problem is that they had a lousy 1st quarter. Very cheap at 9X earnings.
DON'T BUY
DON'T BUY
September 13, 2011
Processor of oil seeds. With crop size being small it could impact their revenues. Prefers not to be in processors but in fertilizers.
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Processor of oil seeds. With crop size being small it could impact their revenues. Prefers not to be in processors but in fertilizers.
DON'T BUY
DON'T BUY
July 28, 2011
There were serious spikes in food commodities and they are now reversing course, which are squeezing margins. Would prefer a company with a longer-term cycle like Deere (DE-N). Can be quite volatile.
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There were serious spikes in food commodities and they are now reversing course, which are squeezing margins. Would prefer a company with a longer-term cycle like Deere (DE-N). Can be quite volatile.
COMMENT
COMMENT
July 14, 2011
Into everything to do with what goes into food, grains, edible oils and the like. A major global player. Have a lot of pricing power. Have been looking at this, but it is a little too expensive.
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Into everything to do with what goes into food, grains, edible oils and the like. A major global player. Have a lot of pricing power. Have been looking at this, but it is a little too expensive.
BUY
BUY
June 3, 2011
One of the leading global grain producers, storage and traders. Great company but a lot of analysts have trouble on how to properly predict earnings. He believes in the long term story on agriculture and this is an excellent way to play it.
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One of the leading global grain producers, storage and traders. Great company but a lot of analysts have trouble on how to properly predict earnings. He believes in the long term story on agriculture and this is an excellent way to play it.
BUY
BUY
March 9, 2011
Used to be his top pick. He has always liked the name. They need to watch for $7 corn because the spread within Corn/Ethanol will be problematic is corn starts to creep up. They are the top ethanol producer in the US. It’s always a great stock to get on pullbacks. It’s a good name to own as a defense against grain prices.
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Used to be his top pick. He has always liked the name. They need to watch for $7 corn because the spread within Corn/Ethanol will be problematic is corn starts to creep up. They are the top ethanol producer in the US. It’s always a great stock to get on pullbacks. It’s a good name to own as a defense against grain prices.
PAST TOP PICK
PAST TOP PICK
March 1, 2011
(A Top Pick Feb 19/09. Up 26.55%.) (BNN indicated Top Picks as being on Feb 19/10 but were actually Picks on Feb 19/09 so percentages could be wrong.)
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(A Top Pick Feb 19/09. Up 26.55%.) (BNN indicated Top Picks as being on Feb 19/10 but were actually Picks on Feb 19/09 so percentages could be wrong.)
BUY
BUY
February 16, 2011
One of the best agricultural/grain processing companies. Buy grain globally, process it and then sell it. Strong business in high fructose corn syrup. Expect sugar prices will increase so corn syrup is a good substitute. $40 longer term.
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One of the best agricultural/grain processing companies. Buy grain globally, process it and then sell it. Strong business in high fructose corn syrup. Expect sugar prices will increase so corn syrup is a good substitute. $40 longer term.
PAST TOP PICK
PAST TOP PICK
January 19, 2011
(Top Pick Feb 16/10, 16.45%) Saw some volatility numbers he wasn’t comfortable with and exited the position.
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(Top Pick Feb 16/10, 16.45%) Saw some volatility numbers he wasn’t comfortable with and exited the position.
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