Ag Growth International Inc

AFN-T

Analysis and Opinions about AFN-T

Signal
Opinion
Expert
BUY
BUY
January 14, 2020
A small-cap. It's well-managed and have expanded into the U.S. from where they receive a lot of revenues. AG will perform in line with U.S. agriculture. Overall a good name.
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A small-cap. It's well-managed and have expanded into the U.S. from where they receive a lot of revenues. AG will perform in line with U.S. agriculture. Overall a good name.
COMMENT
COMMENT
November 20, 2019
An interesting stock. Given severe weather lately, he expects low crop yields to come and trouble in the food space. This and other companies in this sector are worth looking at now.
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An interesting stock. Given severe weather lately, he expects low crop yields to come and trouble in the food space. This and other companies in this sector are worth looking at now.
SPECULATIVE BUY
SPECULATIVE BUY
September 20, 2019
Lots of industrial stocks got beaten up by the trade talks since it’s part of the agricultural complex. In Q2, they had a sizeable downward guidance due to weather issues. They also have more elevated leverage. With better weather, you could get upside surprises and you could be sheltered from a recession here.
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Lots of industrial stocks got beaten up by the trade talks since it’s part of the agricultural complex. In Q2, they had a sizeable downward guidance due to weather issues. They also have more elevated leverage. With better weather, you could get upside surprises and you could be sheltered from a recession here.
WATCH
WATCH
August 12, 2019
The market knows where the lows in December were. It will likely have a bullish go of it in late August. Let the news digest before buying any. See how the next couple of days go. This is a critical area if you look back in 2017 to when it broke out. (Analysts’ price target is $63.06)
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The market knows where the lows in December were. It will likely have a bullish go of it in late August. Let the news digest before buying any. See how the next couple of days go. This is a critical area if you look back in 2017 to when it broke out. (Analysts’ price target is $63.06)
PAST TOP PICK
PAST TOP PICK
June 13, 2019
(A Top Pick Jun 13/18, Down 3%) He still likes this story. They guided to a much better second half. He likes the management team. About 16.5 times earnings.
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(A Top Pick Jun 13/18, Down 3%) He still likes this story. They guided to a much better second half. He likes the management team. About 16.5 times earnings.
BUY
BUY
May 2, 2019
He likes this name but it has an indebted balance sheet. Trading at 14.5 times peers. He likes the dividend as well. As long as you are not concern with a recession you are OK buying this name.
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He likes this name but it has an indebted balance sheet. Trading at 14.5 times peers. He likes the dividend as well. As long as you are not concern with a recession you are OK buying this name.
TOP PICK
TOP PICK
March 18, 2019
A great growth story. It's expanded its reach from a dozen to over 100 countries, and enlarged its product range. They sees 17% EPS growth. It's trading below its historic average. Just remember it's a small cap, and don't own this during a recession. (Analysts’ price target is $73.00)
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A great growth story. It's expanded its reach from a dozen to over 100 countries, and enlarged its product range. They sees 17% EPS growth. It's trading below its historic average. Just remember it's a small cap, and don't own this during a recession. (Analysts’ price target is $73.00)
WATCH
WATCH
February 26, 2019
They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying.
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They just opened a Brazillian operation, but it's really a play on domestic agriculture. They have nice products, but this really depends on crops prices and technological changes. He'd definitely look at this with an eye to buying.
BUY
BUY
February 21, 2019
Very volatile name. Leverage is high. But it is in a good secular positive sector. Has good revenues synergies from past acquisitions. Trades cheaper than its peers. Not for the faint of hearts. Small-cap name. All in combined with the dividend he likes it if you can tolerate the movement.
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Very volatile name. Leverage is high. But it is in a good secular positive sector. Has good revenues synergies from past acquisitions. Trades cheaper than its peers. Not for the faint of hearts. Small-cap name. All in combined with the dividend he likes it if you can tolerate the movement.
BUY
BUY
October 29, 2018

He's longed owned it and happy with it. They just closed a purchased and have grown a lot by acquisition over the years. Equity deal brought their stock down a bit, but their balance is much better, they have assimilated those purchases, and are in the position to do more. Nice dividend, but haven't raised it in a while, because they're spending their cash on purchases. Steady as she goes here. Growth will pick up in 2019.

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He's longed owned it and happy with it. They just closed a purchased and have grown a lot by acquisition over the years. Equity deal brought their stock down a bit, but their balance is much better, they have assimilated those purchases, and are in the position to do more. Nice dividend, but haven't raised it in a while, because they're spending their cash on purchases. Steady as she goes here. Growth will pick up in 2019.

COMMENT
COMMENT
August 24, 2018

Likes this name. A safe, growing business. Ag stocks have been underperforming in general. Always had a premium valuation. Trading at 13x cash flow. Seems rich. Not too worried about the trade issues. (Analysts’ price target is $71.14.)

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Likes this name. A safe, growing business. Ag stocks have been underperforming in general. Always had a premium valuation. Trading at 13x cash flow. Seems rich. Not too worried about the trade issues. (Analysts’ price target is $71.14.)

TOP PICK
TOP PICK
June 13, 2018

A food infrastructure play. They produce augers and storage equipment. Their last quarter saw sales up 30%. They will be raising prices soon and should be able to protect their margin growth. Their backlog has grown and he thinks this confirms their growth opportunities. They are entering international markets, which could increase the likelihood of a take-over. Yield 4.2%. (Analysts’ price target is $67.38)

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A food infrastructure play. They produce augers and storage equipment. Their last quarter saw sales up 30%. They will be raising prices soon and should be able to protect their margin growth. Their backlog has grown and he thinks this confirms their growth opportunities. They are entering international markets, which could increase the likelihood of a take-over. Yield 4.2%. (Analysts’ price target is $67.38)

PAST TOP PICK
PAST TOP PICK
June 5, 2018

(Past Top Pick on January 26, 2018, Up 4%) They store and transport grain. Agriculture is a growing sector because of population growth and rising living standards in emerging markets. They aren't hurt by fluctating grain prices, but benefit from rising grain volume. There's a good runway for growth.

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(Past Top Pick on January 26, 2018, Up 4%) They store and transport grain. Agriculture is a growing sector because of population growth and rising living standards in emerging markets. They aren't hurt by fluctating grain prices, but benefit from rising grain volume. There's a good runway for growth.

PAST TOP PICK
PAST TOP PICK
May 9, 2018

(Past Top Pick on Feb. 15, 2018, Up 3%) Still likes it, though it's been sideways. Had a nice pop today with good earnings. What's driving them is that globally farmers are under-invested in storage, so AFN can benefit in the next few years.

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(Past Top Pick on Feb. 15, 2018, Up 3%) Still likes it, though it's been sideways. Had a nice pop today with good earnings. What's driving them is that globally farmers are under-invested in storage, so AFN can benefit in the next few years.

WEAK BUY
WEAK BUY
April 6, 2018

This company provides augers and storage facilities for the farming community. It will be interesting to see if tariffs into the US may hinder sales of grains there. He likes the quality of the recent acquisitions and thinks they have good earnings growth. He has wanted to buy it, but it has always seemed too expensive on the multiples.

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This company provides augers and storage facilities for the farming community. It will be interesting to see if tariffs into the US may hinder sales of grains there. He likes the quality of the recent acquisitions and thinks they have good earnings growth. He has wanted to buy it, but it has always seemed too expensive on the multiples.

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