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| BUY on WEAKNESS | 69.470 | Barry Schwartz | Agriculture/chemical business. Have herbicides, pesticides as well as seeds. Prefers the Swiss company Syngenta (SYT-N). Would wait for a pullback before adding to a position. | 2011-09-14 | |
| BUY | 67.400 | Mike S. Newton, CIM FCSI | Roundup has been revealed to not be as effective in some root worm crops. It is the leader in genetically modified seeds. Science behind it is well regarded in industry. Good entry point. | 2011-09-13 | |
| WAIT | 64.790 | Brooke Thackray | Seasonality for fertilizers is from the end of July to Dec 31st. Could drop to $55 but in a weak market could hit the $45 range. | 2011-05-05 | |
| BUY on WEAKNESS | 66.980 | Christine Poole | She has Canadian agricultural companies, partly because of currency. This one is a good play in the ag sector but would rather buy on a pull back. | 2011-05-02 | |
| SELL | 66.430 | Gordon Reid | A sexy stock in the food business with increasing yields in crops. He thinks there is other stocks out there he prefers. It is too expensive. | 2011-03-16 | |
| BUY on WEAKNESS | 48.000 | Jeff Black | Agricultural theme that plays out well longer term. Involved very much in the genetically modified seed area but not without some controversy. | 2010-09-29 | |
| Comment | 57.990 | Gordon Reid | Suffered with the downturn in the economy but longer-term it will do well. Trading at about 18X earnings. If you are a very deep value investor, Buy and put away and it will do quite well for you but don't expect anything short-term. | 2010-09-14 | |
| DON'T BUY | 55.600 | Don Lato | Constantly developing new seeds and tremendous new productivity for farmers globally. Great company. Too rich for his values at 20X this year's earnings and 18X next year’s. | 2010-09-08 | |
| BUY | 48.770 | John Zechner | Hasn’t owned it and has followed it. It’s worth a look. They missed expectations recently | 2010-06-01 | |
| DON'T BUY | 50.270 | Brian Acker, CA | Currently it is right on its model price. This has been a very overvalued name. Got caught up in the agriculture play. This one has $42.22 within all over it. | 2010-05-27 | |
| Comment | 52.660 | Christine Poole | Provide seeds to farmers. Part of malaise with all ag stocks with the drop in consumption of fertilizers. Prefers fertilizer stocks. | 2010-05-26 | |
| SELL | 78.080 | David Burrows | Wonderful company but is in the wrong space right now. Agricultural products of all the basic materials are weak and weakening. Expects a large wheat and corn crop and soybeans are pretty good so is expecting more weakness. He is Short this one. | 2009-09-14 | |
| PAST TOP PICK | 84.970 | David Burrows | (A Top Pick June 16/08. Down 36.85%.) Got stopped out of this. Now seeing competition in their Round Up product with cheaper alternatives creating some risk to their revenue lines. Farmers in general are being a little more careful with the money they spend. | 2009-06-15 | |
| TOP PICK | 79.500 | Alan Kral , CFA, CIC | Agricultural chemicals and seeds are very well placed in the world economy. Will come back well when the economy recovers. Biggest risk would be trade barriers. | 2009-04-21 | |
| HOLD | 103.700 | Peter Brieger | (Market Call Minute.) He prefers cheaper ways of getting at fertilizer in the chemical market. | 2008-09-04 | |
| TOP PICK | 135.920 | David Burrows | 70% of every new dollar of income earned in India is being used to spend on food. This company has done a really good job of increasing agricultural yields. Working on drought resistant as well as moisture resistant corn, which will be important. | 2008-06-16 | |
| PARTIAL SELL | 114.020 | Norman Levine | Big seed, herbicide company. Vulnerable to a correction. | 2008-04-30 | |
| DON'T BUY | 119.270 | Brian Acker, CA | Nowadays it's all about agriculture and momentum, but his model price is $53.22. A -56% differential. Stories are compelling, but he buys mispriced assets and this one does not qualify. | 2008-02-27 | |
| Comment | 119.050 | Charles Bobrinskoy | A growth stock. It can do very well. Have gotten past people's concerns on biotech seeds so growth prospects are spectacular. He couldn't buy as it is not trading at a value that makes sense to him. | 2008-02-20 | |
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| BUY | 110.500 | Paul Harris, CFA | Good company and well run. Agricultural industry has moved up because of a push from Asia. There is a growing need for agricultural products. This company has done very well over the last little while because of that and should continue to do well. | 2008-01-24 | |
| DON'T BUY | 120.630 | Peter Brieger | Trading at 44X trailing earnings and about 26 to 30 times earnings going forward. There is no question, it is a great company. If you see a pullback to $100-$110 you might want to take a partial position. | 2008-01-11 | |
| BUY | 63.470 | Norman Levine | Seeds, herbicides and pesticides. In the right place as part of the food chain. The largest and leading company in this sector. Prefers Syngenta (SYT-N). (See notes further on.) | 2007-08-15 | |
| VAGUE | 85.190 | David Burrows | Demand of agricultural products are attractive right now. Demand for engineered seeds and corn are growing internationally. Stock looks interesting. | 2006-02-27 | |
| PAST TOP PICK | 55.070 | David Burrows | (A Top Pick Oct 15/04. Up 40%.) There has been a very strong trend in agro-company businesses. | 2005-01-12 | |
| TOP PICK | 39.220 | David Burrows | Does about 45% of their business outside of North America. There's very strong demand for agriculture products around the world. | 2004-10-25 | |
| TOP PICK | 35.420 | Richard Bernstien | Will really benefit if oil prices come down. | 2004-09-17 |
