| Comment | 13.720 | Benj Gallander | Management is talking about doing a lot more takeovers. Have sullied the balance sheet with a lot of debt. Fortunately, they are in an industry where things are going very well for them. He had bought in at $5.57 and sold almost 70%. Holding on to the rest because there is a lot of potential upside. | 2008-07-04 | |
| DON'T BUY | 14.240 | Colin Stewart | A way to get into the agricultural space. Solid business and great free cash flow generator. Grain shipments to Asia have been strong. Some acquisition opportunities going forward. A little expensive. | 2008-06-25 | |
| Comment | 14.160 | Robert Floyd | Grain storage. Still on an acquisition trail so they could still continue to add to the asset base over the next little while. Analysts’ estimates are for $15 but with new assets that could be pushed. | 2008-06-24 | |
| PAST TOP PICK | 14.500 | Ron Meisels | (A Top Pick Sept 27/07. Up 27%.) @00day moving average is nicely rising. Stock is coming out of a huge base. Still a Buy. | 2008-06-19 | |
| TOP PICK | 14.130 | Bruce Campbell | Grain retailing and agriculture retailing. The low beta, chicken way to have some agriculture exposure. Had blowout numbers on Wednesday. Have a huge cash amount to make acquisitions. | 2008-06-13 | |
| BUY | 14.050 | Brian Acker, CA | The model price of $17.11, a 26% positive differential. | 2008-06-11 | |
| DON'T BUY | 13.740 | Peter Brieger | Prefers Potash (POT-T), Agrium (AGU-T) and Mosaic (MOS-N). | 2008-06-04 | |
| BUY | 13.860 | Stephen Carlin | Q1 earnings were very strong. Expects a very attractive upside. Gives excellent exposure to agriculture in the small-cap names. | 2008-06-03 | |
| BUY | 13.000 | David Burrows | One stop shop for agriculture. Recently did an equity deal that put a lid on the stock. Company is going through great change. Expect margins to be higher due to cost savings in June 11’th earnings release. Thinks they will beat general consensus for estimates. Is pulling back toward support so this is a good entry point. | 2008-05-22 | |
| BUY | 14.120 | Brian Acker, CA | His model price is $16.91, a 23% positive differential. | 2008-05-08 | |
| BUY | 13.790 | David Burrows | This is a great way to participate in agriculture. Have been vocal in saying they want to maintain a conservative balance sheet. Thinks they will be actively looking for acquisitions. This is a longer cycle issue. | 2008-05-06 | |
| DON'T BUY | 13.770 | Michael Sprung | (Market Call Minute.) Just recently had an issue and from his point of view, the valuation is a little bit rich. | 2008-04-30 | |
| SELL | 14.600 | Gordon Higgins, CA, MBA, CFA | It makes its money off the volumes that go through its grain silos. Thinks it is a bit ahead of itself. | 2008-04-17 | |
| BUY | 14.180 | Paul Thornton | Likes this one. Stock is continuing to go higher. Look for a little bit of a pullback. The agricultural area has been very strong and that should still be some room on the upside for that. | 2008-04-11 | |
| TOP PICK | 14.250 | Ron Meisels | Food is doing very well. The stock has been in a major, major uptrend. This is a long-term hold. There is a lot of space for this to go much higher. | 2008-04-08 | |
| BUY | 14.680 | Brian Acker, CA | (Market Call Minute.) Model price is $15.96, a positive differential of 11%. | 2008-04-03 | |
| Comment | 14.680 | Don Vialoux | One of the hottest sectors during the last couple of years. Agricultural sector tends to have very strong seasonality characteristics. Have not shown up as well in the last year or two because fundamentals of the industry have been so strong. Historically, the best time to Buy his around the end of June when they do very well until the end of December. For an agriculture stock, he would prefer Deere (DE-N), which is both agriculture and infrastructure. | 2008-04-03 | |
| BUY on WEAKNESS | 14.360 | Jeff Parent | Likes this stock. Agriculture is the right industry group as everything is doing well. Very close to record highs, which scares people so wait for the $13.50 level before buying. | 2008-04-02 | |
| TOP PICK | 14.350 | Michael Smedley | The best of the companies in the agricultural space. Brilliantly run and brilliantly diversified. | 2008-04-01 | |
| WEAK BUY | 14.490 | David Burrows | The best agricultural stock in the Canadian market place. Their merger was good. They’re in a very strong pricing environment. Can trade at a higher earnings multiple than it is right now. | 2008-03-31 | |
| TOP PICK | 13.390 | David Burrows | The full wrapper for agriculture.
Expecting to double their cash flows over the next year.
Was out of favour for 18 years, has a number of years of strength in front of it.
| 2008-03-19 | |
| TOP PICK | 13.510 | Ron Meisels | This stock had a big upwards gap. This stock has made a recovery high. It’s doing very well. It went through a big reorganization, new names, new people. Great stock. | 2008-03-14 | |
| TOP PICK | 13.450 | Michael Smedley | Formerly Saskatchewan Wheat Pool. Tremendous management and have had great results. Subject to the vagaries of the weather it should continue to do brilliantly. Thinks it's capable of breaking out from these levels. | 2008-03-13 | |
| Comment | 12.810 | Robert Floyd | (Caller - Wheat is at $25 a bushel, but this stock hovers around the $12 mark. Why?) There is a disconnect as they are benefiting from the movement of grain but not from the price. Analysts’ target prices are only slightly higher from its current price. Have been resolving a lot of their assets in terms of restructuring. Like their acquisition of Agricore. A better way to attack the issue is through Potash (POT-T) or Agrium (AGU-T) although the direct way is buying commodities. | 2008-02-29 | |
| Comment | 13.030 | Norman Levine | Seems a little on the expensive side. Still doesn't understand where all their earnings come from so he hasn't bought this. Not sure how it all works. He does like the agricultural cycle and thinks it will continue for a while. | 2008-02-26 | |
| BUY | 13.100 | Michael Smedley | Thinks this gets dragged slowly along with other agricultural items. Brilliantly run. A good one to hold. Won't give you the super spikes that you are getting with other areas of agriculture. | 2008-02-21 | |
| Comment | 11.700 | Michael Decter | Love's agriculture but has trouble finding things to buy. It should be able to make a bag of money with prices where they are but it really hasn't taken off. | 2008-02-11 | |
| PAST TOP PICK | 11.690 | Brendan Caldwell | (A Top Pick Oct 24/07. Down 0.68%.) If you want to trade stocks, this is one that is all over the place. The longer-term trend is up. Really believes a portion of all portfolios should be in agriculture. | 2008-02-01 | |
| BUY | 11.600 | Benj Gallander | He has a target price of $12.84 but thinks it could easily blow through there. They control about 42% of the Canadian market and they have a lot of upside. Have additional debt, but the balance sheet is much bigger so they can support it. | 2008-01-25 | |
| DON'T BUY | 12.120 | Brian Acker, CA | Cheap relative to the other agricultural areas but not mispriced. Model price is $12, so basically it is right on its model price. | 2008-01-17 | |
| HOLD | 12.830 | Norman Levine | Has had too much of a run for him in the near-term. On a good pull back, may be worth looking at. | 2008-01-07 | |
| BUY | 12.750 | Robert Floyd | You are into a fairly strong cycle in regards to grains. There is a big demand on grains to create alternative fuels. You have seen a lot of the upside over the last little while, but it may still have some more. Well run. | 2007-12-11 | |
| BUY | 10.650 | Michael Smedley | Management is absolutely brilliant. A good solid hold as long as the weather works for them. Not the best thing to hold, but this is boom times for the farmers, which generally means they will spend. Kind of fully valued for the time being. | 2007-11-27 | |
| Comment | 11.650 | Bill Carrigan | Has been going in an uptrend for a while and is still moving up. As long as it doesn't violate the trendline, you are probably okay. Just watch the trendline. | 2007-11-13 | |
| TOP PICK | 11.760 | Brendan Caldwell | Saskatuwan wheat pool. He likes the agricultural business. Different sectors surge in sequence. Energe, gold, now agriculture.
Their style is watching trends and macro-trends. Paid in the 10's. | 2007-10-24 | |
| DON'T BUY | 11.950 | Benj Gallander | Doesn't like it at these prices, it would have to go down to $7 or $8.
For momentum players, they might like it. But for their system it is too expensive. | 2007-10-18 | |
| BUY | 12.200 | David Burrows | The agricultural space held up very well through the month of August. This company is not cyclical and is more secular by nature, which he prefers. There is a long-term opportunity here. | 2007-10-04 | |
| TOP PICK | 11.630 | Ron Meisels | (Name and symbol will be Vitera (VT-T) tomorrow). Stock has been base building since 2003 and went through a lot of fundamental changes. Has gone through another major accumulation area and is on the verge of another up move. | 2007-09-27 | |
| HOLD | 11.650 | Benj Gallander | Has grown tremendously in size. Control about 40% of the market place. Took on about $800 million in debt. Could go a long way from here. | 2007-09-21 | |
| TOP PICK | 11.700 | David Burrows | Like agriculture from sector standpoint. Fertilizer should do well. | 2007-09-19 | |
| Comment | 10.350 | Peter Brieger | For long-term holdings, he would focus on the agricultural cycle. His choices would be CNH Global (CNH-N), Mosaic (MOS-N) or Agrium (AGU-T). John Deere would be another choice (see his Top Picks). | 2007-08-28 | |
| TOP PICK | 10.100 | Greg A. Taylor, CFA, BBA | Going through a fairly major integration right now. Urged with Agricore, so there are a lot of synergies. Going to more value added projects, which should expand margins and profitability. A cheaper way to play the agricultural sector. | 2007-08-20 | |
| Comment | 11.080 | Michael Smedley | Wheat board has been allowed to retain barley, which has been a short-term negative. Like the merger with Agricore. Highly sophisticated services. Think it should go up further. Keep an eye on the weather. | 2007-08-03 | |
| BUY | 11.190 | Brian Acker, CA | His model price is $14.75, a positive 30% differential. Had a nice pullback. The only proviso is that he only has 3 analysts’ estimates and he would prefer seeing more to give him more confidence in his model price. | 2007-07-27 | |
| TOP PICK | 11.900 | Brendan Caldwell | Just completed a merger with Agricore (AU-T), making them the dominant grain distributor in western Canada. Market rotation has gone from energy to metals and now to anything related to agriculture. Over the next few years, wheat is going to be a hot commodity and this is a good way to play it. | 2007-07-24 | |
| TOP PICK | 10.960 | Michael Smedley | Hit a 52 week high today. Recently merged with Agricor creating a very large cap at a time when the whole condition of the grain industry is strong. Super management. It will march onward and upward. | 2007-06-27 | |
| SELL | 10.320 | Michael Sprung | Their whole business has been modified over the last couple of years. Thinks it's too expensive right now. | 2007-06-15 | |
| HOLD | 9.300 | Robert Floyd | Trying to acquire Agricore (AU-T). Interesting space to be in right now. | 2007-05-11 | |
| PAST TOP PICK | 8.600 | Ben Stadelmann | (A Top Pick Sept 14/06. Up 15%.) Agriculture is going to be in great shape over the next several years. Still on its first leg going up. | 2007-04-20 | |
| Comment | 8.570 | Benj Gallander | A lot of activity with a competitive bid for Agricor (AU-T). If they make another bid, he would be a little bit dubious about it. | 2007-04-19 | |
| HOLD | 8.200 | Michael Smedley | Feels that wheat, corn, grain and ethanol are in. Trying to acquire Agricore (AU-T). A great company. | 2007-03-23 | |
| BUY | 8.450 | Larry Berman CFA, CMT, CTA | Chart indicates there may have been a bit of a breakout and it has tested a low. Not a clear, pure pattern. If it fell below February’s low of a few weeks ago, it would make him extremely nervous. Probably a decent buy, but use a Stop at February's low. | 2007-02-21 | |
| WATCH | 8.280 | Ron Meisels | Continues to like this stock. Had a huge base all the way from 2003 until today. If it had a breakout above $9, that would be the signal to buy. | 2007-02-14 | |
| BUY | 6.950 | Gavin Graham | Has had a turnaround in operations. If you believe the rising middle-class demand in Asia is not just for hard assets, this is a great leverage play. | 2006-10-30 | |
| HOLD | 7.430 | Michael Smedley | Comfortable holding this one. | 2006-10-19 | |
| BUY | 7.540 | Larry Berman CFA, CMT, CTA | Well-positioned to take advantage of the global wheat shortage. Had a little break in its support which is a little concerning. It has moved back up to its resistance, so what it does in the next couple of weeks is pretty critical. Use the September low as a stop loss. | 2006-10-11 | |
| BUY | 7.090 | Benj Gallander | The major mover in terms of demand crops and this year there is a good harvest. Have some pension liabilities. | 2006-10-06 | |
| TOP PICK | 7.490 | Ben Stadelmann | (A Top Pick Jan 30/06. Down 5.9%.) The crop out west looks very, very good this year. Expect this company will have one of their best years. | 2006-09-14 | |
| Comment | 7.900 | Gavin Graham | The wheat shipper for the prairies so there is a lot of seasonality to it. One of the purist plays on growth of agricultural exports. Global demand for wheat will have an impact on this. | 2006-07-06 | |
| DON'T BUY | 7.480 | Michael Smedley | There is a weather problem here. Their fortunes, year by year, depend on the meteorological situation at the time. Didn't have enough snow this winter and they have had a lot of flooding so not sure how this should be played. | 2006-04-20 | |
| DON'T BUY | 8.130 | David Driscoll | Very leery at this level. They've had a good run. | 2006-02-24 | |
| TOP PICK | 7.970 | Ben Stadelmann | This is one that they sold out in February last year and just bought in at $5.67. It is now moving ahead methodically, slowly but surely. | 2006-01-30 | |
| HOLD | 6.700 | Michael Smedley | Thinks it should stay firm, but you always have to provide for the problems of the weather. | 2006-01-03 | |
| BUY | 5.910 | Ron Meisels | Has made a big base curve and is settling into the $6 area. Needs some kind of an impetus to get it going. You need a breakout to $7/7.50 to get it moving again. | 2005-10-17 | |
| DON'T BUY | 6.040 | Bill MacLachlan | Doesn't see a lot of reasons for it to perform strongly. Just doesn't see it generating reasonable returns for its shareholders in the near future. | 2005-09-23 | |
| WEAK BUY | 6.250 | Jean-Francois Tardif | Has a new structure which will let it be more efficiently managed. Could also result in a take over. What drives the business year over year is the size of the crop, so it's a volume business. This means you have to know what size the crop will be. | 2005-09-21 | |
| WATCH | 6.950 | Benj Gallander | They continue to watch this one. Has taken a long time to turn around and if it does well it could do very well in the future. The west has had a lot of rain this year. | 2005-09-06 | |
| BUY | 6.630 | Ron Meisels | Had a nice base building between 2003 and the beginning of 2005. That base can support a much higher move. In a good trading area. Anywhere between $5.50 and $6.50 is a good buying opportunity. | 2005-07-29 | |
| WEAK BUY | 6.120 | Benj Gallander | Sold it at $0.50 before the stock consolidation because they were afraid of what was going to happen after the consolidation. They were doing a 1 share for 20. Typically a year after consolidation, companies are down in value. Bought it back personally as he feels it has the potential for a double. | 2005-06-07 | |
| HOLD | 5.400 | Peter Hodson | A much different company than it was 4/5 months ago. Cleaned out the voting structure. Raising money to a rights issue. Once that's cleaned up later this month, you'll have a much stronger company which would be a pretty good takeover candidate. It'll still be a victim of the weather. | 2005-05-10 | |
| BUY | 5.540 | Andrew McCreath | Have just gone through a restructuring. The rights offering is expected to close by the end of May. Between now and then you can get some funny action in the stock. When it’s all over, you will have a much stronger company. The fundamental profile for the business continues to improve. Open to a takeover or merger. | 2005-05-04 | |
| HOLD | 0.570 | Peter Hodson | Earnings are very high. Hold. | 2005-03-01 | |
| BUY | 0.530 | Michael Smedley | Going to reconsolidate the shares into Class A and Class B which introduces many exremely favourable differences. A possible takeover target. Weather related. Should move higher. | 2005-02-23 | |
| HOLD | 0.350 | Michael Smedley | Needs patience. | 2004-11-25 | |
| DON'T BUY | 0.335 | Benj Gallander | If, on a fully diluted basis, they have over 600 million shares, what will that do to the stock. Have done a lot to get themselves into much better shape. Now making some money. Got hit by poor quality wheat. On the watch list. | 2004-11-09 | |
| HOLD | 0.355 | Michael Smedley | Reported a profit of $0.10 a share and stock dropped. Weather has been working against them. | 2004-10-29 | |
| DON'T BUY | 0.365 | Bill MacLachlan | Can't see any compelling reason to buy. Speculative. | 2004-09-16 | |
| BUY | 0.450 | Michael Smedley | Grain harvest looks promising. The big gamble is the weather. Speculative. | 2004-08-12 | |
| BUY | 0.430 | Michael Smedley | Feeling much better about the stock. Better weather conditions. A possibility it may come through with a little profit shortly. | 2004-07-28 | |
| HOLD | 0.390 | Michael Smedley | Appear to be totally under control. SHould be close to a normal crop, due to weather. | 2004-06-16 | |
| HOLD | 0.390 | Michael Smedley | Appear to be totally under control. SHould be close to a normal crop, due to weather. | 2004-06-16 | |
| WATCH | 0.390 | Benj Gallander | Too expensive, would consider at a lower price. | 2004-06-15 | |
| BUY | 0.360 | Michael Smedley | Snowfall in Manitoba may have helped a little, but the stock is not reflecting this. | 2004-05-26 | |
| DON'T BUY | 0.370 | Benj Gallander | On their watchlist. Seems to be making a lot of positive moves. Still have a big debt load to deal with. Risky. | 2004-04-19 | |
| HOLD | 0.360 | Michael Smedley | Their reporting results should be good in light of the restructuring that has taken place. Still depends on the weather. Doesn't expect too much from the earnings. Very speculative. | 2004-03-23 | |
| HOLD | 0.385 | Michael Smedley | Dependent on the weather and if it's reasonably good, the stock should move much higher. Company has improved. | 2004-03-08 | |
| HOLD | 0.380 | Michael Smedley | Continuing to hold as a speculation. | 2004-02-25 | |
| DON'T BUY | 0.435 | Benj Gallander | Followed for a number of years. Might have bought if it had dropped to $.30. Big on promises, but poor on delivery. Not a fan of management. | 2004-01-09 | |
| DON'T BUY | 0.430 | David Baskin | Considered a dirty market, because the government can manipulate it. | 2004-01-07 | |
| BUY | 0.405 | Michael Smedley | The company has reshaped and restructured. Large debt. Good speculation. | 2004-01-05 | |
| TOP PICK | 0.385 | Michael Smedley | Highly speculative. The company has restructured and if the weather works out there could be some good upside. | 2003-12-18 | |
| WEAK BUY | 0.360 | Peter Hodson | They have turned it around and cleaned up their balance sheet. Things are going better this year and next year could be a better story if the weather cooperates. | 2003-12-04 | |
| WEAK BUY | 0.365 | Michael Smedley | Finished up the year with a kind of all-right weather history giving them a profit into the black in this latest quarter. Has to depend on the weather. Would prefer Agrico. | 2003-12-02 | |
| BUY | 0.380 | Peter Hodson | Looks like it's turning the corner because of weather conditions for the grain crop. Still a leveraged play. Won't do a whole lot until next season. Have solved their debt crisis. Speculative. | 2003-11-14 | |
| DON'T BUY | 0.330 | Benj Gallander | Every year, revenues have dropped and debt has risen. They have restructured, but still have a good size debt load. Has tremendous upside potential but still not out of the woods. High risk/high reward. | 2003-11-13 | |
| DON'T BUY | 0.380 | Benj Gallander | History indicated that revenues dropped and debt rose. This past quarter they reported the first profit in a very long time. Has potential, but still not out of the woods. | 2003-11-04 | |
| DON'T BUY | 0.345 | Ben Stadelmann | Recently showed a profit after a string of losses. This does not mean the end of their problems. They have to refinance, so there is a lot of potential dilution. Debt is also a problem. Very cheap. | 2003-10-23 | |
| HOLD | 0.300 | Michael Smedley | A gamble. This requires a great harvest, not just normal. | 2003-10-20 | |
| WEAK BUY | 0.290 | Michael Smedley | A gamble. | 2003-09-30 | |
| DON'T BUY | 0.320 | Michael Sprung | There is a problem with how the company is levered as well as the underlying fundamentals. Speculative. | 2003-09-11 | |
Experts that have talked about Viterra Inc
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