| TOP PICK | 30.850 | Ben Cheng | Enthusiastic about the entire agricultural industry. One of the largest producers of grain augurs in North America. Glitches have been resolved and he is expecting much better things from them. | 2008-04-16 | |
| DON'T BUY | 35.910 | Sandy McIntyre | A lot of agriculture stocks hit 52-week highs yesterday including this one. There are tight supplies and low inventories going into 2008. 4.75% yield. Too expensive at this time. | 2008-02-26 | |
| TOP PICK | 26.300 | Lesley Marks | Normally doesn't invest in income funds, but this is a unique situation. Manufacturer and distributor of agricultural equipment. With the strong undercurrent on agriculture, this company will become more of a growth company. 6.4% yield and payout ratio is quite low. Could be a special distribution. | 2007-11-15 | |
| PAST TOP PICK | 15.600 | Robert Lauzon | (A Top pick June 17/05. Up 5%.) Benefiting immensely with agriculture volumes. Still likes. | 2005-09-23 | |
| PAST TOP PICK | 15.500 | Dean Orrico | (A Top Pick Apr 22/05. Up 17%.) Continues to be a good business. | 2005-07-29 | |
| TOP PICK | 14.850 | Robert Lauzon | Makes grain handling equipment. Just made a good acquisition. Seeing some good grain crops this year in Canada. Payout ratio is 70%. | 2005-06-17 | |
| TOP PICK | 13.200 | Dean Orrico | (A Top Pick Apr 1/05. Down 2.6%.) An excellent business. Track record of the business over the last couple of years, substantial increases in revenue and EBITDA, backlog of orders is as deep as it's ever been. Because of their very vast distribution network, they can incorporate products from their acquired businesses. | 2005-04-22 | |
| TOP PICK | 13.400 | Dean Orrico | Under followed/under owned. Trades at an EBITDA multiple discount to its peers. Leading player in manufacturing/distributing portable grain handling equipment. Agriculture industry is in good shape so their backlog is substantial. Good top line growth historically. Fragmented industry, so if they can make acquisitions and distribute the new products out, it would be positive. | 2005-04-01 | |
Experts that have talked about Ag Growth Income Fund
