Archer Daniels Midland Company

ADM-N

NYSE:ADM

38.89
0.42 (1.07%)
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
WEAK BUY
WEAK BUY
December 30, 2010
Hasn’t performed all that well this year. One of the biggest companies that supplies seeds. As a long term strategic holding it is something you should have. 2-3 year horizon.
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Hasn’t performed all that well this year. One of the biggest companies that supplies seeds. As a long term strategic holding it is something you should have. 2-3 year horizon.
TOP PICK
TOP PICK
December 22, 2010
Biggest grain and vegetable oil trader globally. Asia will start demanding more and more oil seeds and grains and this company is well positioned to benefit.
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Biggest grain and vegetable oil trader globally. Asia will start demanding more and more oil seeds and grains and this company is well positioned to benefit.
DON'T BUY
DON'T BUY
November 10, 2010
Food and agriculture. A lot of risk such as crop failures, input risks of ag commodity prices.
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Food and agriculture. A lot of risk such as crop failures, input risks of ag commodity prices.
TOP PICK
TOP PICK
November 4, 2010
One of the largest distributors of grains, crops and especially soybeans. China imports 55 Million tones of soybeans and can only produce 15 tones. Problem with soybeans is you can’t just throw more fertilizer on them, they need lots of water and China is a little short of water. Biggest risk is crop prices dropping. This quarter they couldn’t source grains from Russia. Over the long term this is a great place to be. Raised dividends 37 years in a row and is trading at a cheap valuation.
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One of the largest distributors of grains, crops and especially soybeans. China imports 55 Million tones of soybeans and can only produce 15 tones. Problem with soybeans is you can’t just throw more fertilizer on them, they need lots of water and China is a little short of water. Biggest risk is crop prices dropping. This quarter they couldn’t source grains from Russia. Over the long term this is a great place to be. Raised dividends 37 years in a row and is trading at a cheap valuation.
PAST TOP PICK
PAST TOP PICK
March 31, 2010
(A Top Pick April 3/09. No Change.)
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(A Top Pick April 3/09. No Change.)
PAST TOP PICK
PAST TOP PICK
March 1, 2010
(Top Pick Sep 29/09, Up 7.2%) (Preferred A.)It’s in the conversion range right now. Likes the company. Margins of Corn Ethanol have been strong. Lot of cash in their balance sheet. 6.5% dividend. Safe as it come close to its conversion price.
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(Top Pick Sep 29/09, Up 7.2%) (Preferred A.)It’s in the conversion range right now. Likes the company. Margins of Corn Ethanol have been strong. Lot of cash in their balance sheet. 6.5% dividend. Safe as it come close to its conversion price.
PAST TOP PICK
PAST TOP PICK
February 19, 2010
(Top Pick Feb. 19/09, Up 9.82%)
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(Top Pick Feb. 19/09, Up 9.82%)
TOP PICK
TOP PICK
February 16, 2010
(Preferred A.)Put option $29.56 on ADM-N. It’s a good way to gradually accumulate a position. He has been working this way for may years. Is a beneficiary of global agricultural demand. Volumes and margins are strong. Recently raised dividends.
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(Preferred A.)Put option $29.56 on ADM-N. It’s a good way to gradually accumulate a position. He has been working this way for may years. Is a beneficiary of global agricultural demand. Volumes and margins are strong. Recently raised dividends.
VAGUE
VAGUE
January 26, 2010
Cash flow does not exceed earnings so he doesn’t like this one, but has bought it for snowbirds for its income.
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Cash flow does not exceed earnings so he doesn’t like this one, but has bought it for snowbirds for its income.
PAST TOP PICK
PAST TOP PICK
December 30, 2009
(A Top Pick Apr 3/09. Up 11.15%.) Still likes.
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(A Top Pick Apr 3/09. Up 11.15%.) Still likes.
DON'T BUY
DON'T BUY
November 11, 2009
A lot of visibility risk on this company.
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A lot of visibility risk on this company.
TOP PICK
TOP PICK
September 29, 2009
6.25% Preferred A Shares. Feels the food space had not broken out. The common stock is the riskier play. Likes the coupon. A safe play, not a leveraged play.
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6.25% Preferred A Shares. Feels the food space had not broken out. The common stock is the riskier play. Likes the coupon. A safe play, not a leveraged play.
PAST TOP PICK
PAST TOP PICK
September 29, 2009
(Top Pick July 3/09, Up 6.2%) Convertible Preferred A's. The food space is something to look out for. Has the highest amount of leverage in the food processing business.
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(Top Pick July 3/09, Up 6.2%) Convertible Preferred A's. The food space is something to look out for. Has the highest amount of leverage in the food processing business.
BUY
BUY
August 19, 2009
Likes agriculture very much and there are pretty good opportunities to be invested in. Recently had a quarter that was a little below expectations, mostly related to hedging costs but this is only a short-term concern. You could also consider are Bunge (BG-N), Corn Products (CPO-N) or Viterra (VT-T). (His 2 preferences would be this company and Viterra.)
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Likes agriculture very much and there are pretty good opportunities to be invested in. Recently had a quarter that was a little below expectations, mostly related to hedging costs but this is only a short-term concern. You could also consider are Bunge (BG-N), Corn Products (CPO-N) or Viterra (VT-T). (His 2 preferences would be this company and Viterra.)
TOP PICK
TOP PICK
August 18, 2009
6-1/4% convertible Preferred A's. Had a rocky first half like so many. The second half looks good. Biggest risk is future for Ethanol for Gas.
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6-1/4% convertible Preferred A's. Had a rocky first half like so many. The second half looks good. Biggest risk is future for Ethanol for Gas.
Showing 31 to 45 of 68 entries