| BUY | 22.610 | Brian Acker, CA | Just a little over Book Value at $21. This is a good time to cumulate shares. | 2008-09-11 | |
| DON'T BUY | 30.290 | David Burrows | (Market Call Minute.) Likes agriculture but he is Short this company as they are a price taker. They have to pay the price of the commodities they process. Margins are going to be pressured. | 2008-07-11 | |
| Comment | 38.110 | Peter Brieger | Ethanol. Among the cheapest of the agricultural stocks. If there is going to be an effort by governments to contain food prices, ethanol will suffer. | 2008-06-04 | |
| BUY | 42.190 | David Burrows | Likes the sector, would buy on this pullback, is a play on the ethanol program. | 2008-03-19 | |
| BUY | 43.300 | David Burrows | If he had to pick 2 spots in this market, they would be agriculture and precious metals. There is a very good visibility in the earnings and very good pricing power for the first time in many years. This is a space that is less economically sensitive. | 2008-01-28 | |
| BUY | 36.350 | Pat Naccarato | Basically a grain processor. What has driven them in the last number of years is their processing of corn for ethanol. The largest processor and will benefit from the energy sector. | 2007-11-30 | |
| WEAK BUY | 33.930 | Brian Acker, CA | The model price is $40. This gives a 19% positive differential. Looks good to him, that he is finding value elsewhere. | 2007-10-10 | |
| DON'T BUY | 32.830 | Thomas George | Involved with corn-based ethanol. Rising corn-prices creating margin compression. Inflationary pressures will result in a reduction in bio-fuels produced. Not a home run stock. Not a sound “green fuel” production procedure. | 2007-09-13 | |
| BUY | 32.860 | David Baskin | The biggest agricultural company business in the US. Tremendously difficult company to understand. With corn acreage in the US at record levels and with the ethanol boom going on, they should profit substantially. | 2007-08-23 | |
| HOLD | 34.170 | Bill Carrigan | It was a big story, but he is not too excited about it now. Looks like it is trying to consolidate now. If you own, don't let it violate the trendline. | 2007-07-30 | |
| TOP PICK | 37.740 | David Baskin | Another way to play the ethanol business and farming boom in the US. The biggest agra company business in the US. There in all aspects, including seeds, transportation, milling, etc. | 2007-04-09 | |
| DON'T BUY | 36.840 | Norman Levine | Ethanol in the price and politics has been the flavour of the month, but for investors has not been good. Margins are not very good. | 2007-03-28 | |
| DON'T BUY | 32.000 | Norman Levine | Has exposure to the corn market and ethanol, which got a lot of people excited. Peaked last summer and has since been going down. Ethanol is being touted as a green fuel but this is questionable, especially in the current technology. | 2007-01-31 | |
| SELL | 33.470 | John Zechner | Should have done better than they have. Failed to deliver on the earnings side. Feed stock costs have been higher. Doesn’t like the laggard in a strong group. | 2006-12-12 | |
| WAIT | 33.690 | Brad Willock | Manufactures a lot of agricultural products, especially chemicals. Potentially levered to the growing business of making fuel from biomass, such as corn, soybeans, etc. Has been dropping. Would like to see a bit of a turn before getting interested in it. | 2006-12-11 | |
| DON'T BUY | 34.850 | John Manley | Chart shows a series of lower peaks. If you are looking to go long, wait for evidence that the downtrend is turning around. | 2006-12-04 | |
| TOP PICK | 17.560 | David Burrows | Has an accelerating growth rates in earnings and revenues. Steadily rising demand for grains overseas. | 2004-04-30 | |
| TOP PICK | 16.740 | David Burrows | A lot of demand for commodities coming out of Asia. | 2004-03-31 | |
| TOP PICK | 15.230 | Ray Steele | Growth and pricing of soy products should continue because of substitution of soy for beef, etc. | 2003-12-31 | |
Experts that have talked about Archer Daniels Midland Company
Rss Top Picks Feed
