AGT Food & Ingredients | StockChase
144
AGT Food & Ingredients (AGT-T)

Last Price Recorded: $20.0200 on 2017-12-15

ON STOCKCHASE SINCE Jul 2007

agriculture
144
AGT Food & Ingredients (AGT-T)

Last Price Recorded: $20.0200 on 2017-12-15

ON STOCKCHASE SINCE Jul 2007

agriculture

AGT Food & Ingredients


Signal Opinion Expert
PAST TOP PICK
AGT Food & Ingredients(AGT-T) 

December 13, 2017

(A Top Pick Feb 1/17. Down 42%.) It was as though the perfect storm had hit. Because they don't treat their pulses a certain way, they had some problems importing to India until they received the exemption. The company has diversified into the food and ingredients area more. Parts of the business are doing very well. He perceives this as more of a cyclical problem. They have an oversupply in a number of areas that have to work its way through the system, which could happen within the next 6 months to a year. At these prices, this stock could be fairly attractive, although it is a bit higher risk/reward.

agriculture

(A Top Pick Feb 1/17. Down 42%.) It was as though the perfect storm had hit. Because they don't treat their pulses a certain way, they had some problems importing to India until they received the exemption. The company has diversified into the food and ingredients area more. Parts of the business are doing very well. He perceives this as more of a cyclical problem. They have an oversupply in a number of areas that have to work its way through the system, which could happen within the next 6 months to a year. At these prices, this stock could be fairly attractive, although it is a bit higher risk/reward.

agriculture
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$20.440
Owned Owned
Yes

BUY
AGT Food & Ingredients(AGT-T) 

December 12, 2017

It had a bit of a tough year but it was commodity related.  It is almost a one of a kind – the big one in the world.  He has it for the long term.  He does not think it will be caught in tax loss selling, however.

agriculture

It had a bit of a tough year but it was commodity related.  It is almost a one of a kind – the big one in the world.  He has it for the long term.  He does not think it will be caught in tax loss selling, however.

agriculture
Michael Smedley

Exec VP & Chief Investment Officer, Morgan Meighan & Ass...

PricePrice
$20.390
Owned Owned
Yes

WEAK BUY
AGT Food & Ingredients(AGT-T) 

November 13, 2017

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture

GE-N cut its dividend today.  So is any dividend safe? – only the Canadian banks.  He used o own AGT-T and it was an important part of his value momentum strategy but he sold out.  Management is not doing a bad job but these things go in cycles. 

agriculture
Brendan Caldwell

President, Caldwell Securities...

PricePrice
$18.475
Owned Owned
No

DON'T BUY

Just reported, and numbers were ugly. There was nothing but downgrades. They have an ugly balance sheet, but that was sort of bailed out by Fairfax buying some of their preferreds recently. It's not in dire financial shape, but is maxed out in terms of its balance sheet. Everything has gone wrong that possibly could go wrong.

agriculture

Just reported, and numbers were ugly. There was nothing but downgrades. They have an ugly balance sheet, but that was sort of bailed out by Fairfax buying some of their preferreds recently. It's not in dire financial shape, but is maxed out in terms of its balance sheet. Everything has gone wrong that possibly could go wrong.

agriculture
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$19.690
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Dec 21/16. Down 41%) There has been some problems with shipments but also the quality of the crops. This has been a very disappointing stock, but we’re close to the bottom now. You have to look at the fundamentals. The company is well managed, financially it’s doing okay and the debt picture isn’t as bad as people perceive. They are in a growing market and are expanding into food ingredients and pet foods, etc. Down the road this could be an acquisition target for some of the larger global food companies.

agriculture

(A Top Pick Dec 21/16. Down 41%) There has been some problems with shipments but also the quality of the crops. This has been a very disappointing stock, but we’re close to the bottom now. You have to look at the fundamentals. The company is well managed, financially it’s doing okay and the debt picture isn’t as bad as people perceive. They are in a growing market and are expanding into food ingredients and pet foods, etc. Down the road this could be an acquisition target for some of the larger global food companies.

agriculture
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$20.500
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Sept 16/16. Down 41%.) Had supply disruptions, and were having a tough time stocking up shelves to meet demand. Management kept saying things would improve, but he didn’t see it so he sold. Looks like there is more room to go on the downside. Dividend yield of 2.9%.

agriculture

(A Top Pick Sept 16/16. Down 41%.) Had supply disruptions, and were having a tough time stocking up shelves to meet demand. Management kept saying things would improve, but he didn’t see it so he sold. Looks like there is more room to go on the downside. Dividend yield of 2.9%.

agriculture
William Chin

Portfolio manager, Caldwell Investment ...

PricePrice
$20.720
Owned Owned
No

DON'T BUY

It has been getting hit hard.  They were going to cut back on international sales.  It has been on a big downhill slide ever since. 

agriculture

It has been getting hit hard.  They were going to cut back on international sales.  It has been on a big downhill slide ever since. 

agriculture
Peter Hodson

CEO & Head of Research, 5i Research Inc....

PricePrice
$20.870
Owned Owned
Unknown

DON'T BUY

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.

agriculture

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.

agriculture
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$22.800
Owned Owned
Unknown

DON'T BUY

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.

agriculture

Ranks 578 out of 700, so is roughly in the bottom 3rd of the database. A recent report suggested headwinds for them. Earnings were down 82%. Earnings are expected to grow by 57%, but there seems to be some scepticism. You are better off looking at other opportunities.

agriculture
Robert McWhirter

President, Selective Asset Mana...

PricePrice
$22.800
Owned Owned
Unknown

WATCH
AGT Food & Ingredients(AGT-T) 

September 28, 2017

He just started to realize that quarter after quarter they were starting to miss and debt levels were quite high.  Fairfax lent them quite a bit of money.  It is like Warren Buffet taking part of the company on the cheap.  He exited about 9 months ago.  He is watching for revenues to come up.

agriculture

He just started to realize that quarter after quarter they were starting to miss and debt levels were quite high.  Fairfax lent them quite a bit of money.  It is like Warren Buffet taking part of the company on the cheap.  He exited about 9 months ago.  He is watching for revenues to come up.

agriculture
Peter Imhof

Vice President & Portfolio Manager, AGF Investments Inc...

PricePrice
$24.470
Owned Owned
No

PAST TOP PICK

(A Top Pick Oct 31/16. Down 33.88%.) Sold his holdings in May when they had a couple of back-to-back quarters of disappointing earnings.

agriculture

(A Top Pick Oct 31/16. Down 33.88%.) Sold his holdings in May when they had a couple of back-to-back quarters of disappointing earnings.

agriculture
Brian Madden

Senior VP & Portfolio Manager, Goodreid Investment ...

PricePrice
$25.210
Owned Owned
No

COMMENT

This has been a significant disappointment. He is looking at this more and more, because it has gotten hammered. The most recent investment by Fairfax got them out of a debt problem. We do pulses in Canada more than anyone else in the world, and that is good. The bigger issue is the importation, which has really hit the stock. India has some issues with our pulses. Pulses are a wonderful long-term play on the protein story. If they can fix their balance sheet and get over the India problem, then you might have a really good upside opportunity.

agriculture

This has been a significant disappointment. He is looking at this more and more, because it has gotten hammered. The most recent investment by Fairfax got them out of a debt problem. We do pulses in Canada more than anyone else in the world, and that is good. The bigger issue is the importation, which has really hit the stock. India has some issues with our pulses. Pulses are a wonderful long-term play on the protein story. If they can fix their balance sheet and get over the India problem, then you might have a really good upside opportunity.

agriculture
Lyle Stein

Sr. Portfolio & Managing Director, Vestcap Investment M...

PricePrice
$24.770
Owned Owned
No

TOP PICK

They’ve been hurt by tough lentil market conditions, and a lot of that has to do with what is happening in India. India had a requirement, effectively a tariff, where they wanted lentils going into India to be fumigated before they got there. They have now relaxed the restriction. However, that more than anything, depressed lentil prices, which is only about 5% of this company’s business. They are moving more downstream which should help stabilize the business. Dividend yield of 2.3%. (Analysts’ price target is $33.)

agriculture

They’ve been hurt by tough lentil market conditions, and a lot of that has to do with what is happening in India. India had a requirement, effectively a tariff, where they wanted lentils going into India to be fumigated before they got there. They have now relaxed the restriction. However, that more than anything, depressed lentil prices, which is only about 5% of this company’s business. They are moving more downstream which should help stabilize the business. Dividend yield of 2.3%. (Analysts’ price target is $33.)

agriculture
Andy Nasr

VP & Investment Strategist, Sentry Investments...

PricePrice
$24.800
Owned Owned
Yes

TOP PICK

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)

agriculture

This has been an off year for them. The pulse market has been somewhat in the doldrums. The perennial problem with the fumigation issues on importing pulses into India, has surfaced again. Over time, the company has been diversifying into ingredients for human and pet consumption. They’ve recently just bought some more transportation access to a port facility. Dividend yield of 2.4%. (Analysts’ price target is $35.)

agriculture
Michael Sprung

President, Sprung Investment Ma...

PricePrice
$26.000
Owned Owned
Yes

DON'T BUY

(Market Call Minute.) She would avoid this.

agriculture

(Market Call Minute.) She would avoid this.

agriculture
Veronika Hirsch

Chief Investment Officer, Arrow Capital...

PricePrice
$25.360
Owned Owned
Unknown

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