Viewing Company Ag Growth International Inc | StockChase
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Ag Growth International Inc Stock Symbol: AFN-T

Notes:manufacturer of portable grain handling equipment

Last Price Recorded: $58.8100 on 2017-05-25

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Date Signal Expert Opinion Price
2017-05-12 COMMENT Chris Damas

This has a new CEO, who is an acquisitions expert. He thinks this stock is getting to the point where you have to ask, how much money can they make from these things. They are now going into fertilizer storage. He thinks $60 will be a good price for the stock. Doesn’t think they are covering the dividend, so be careful. It is a competitive business. A risky business for low returns.


Price:
$58.820
Subject:
Cannabis, Agriculture & Fertilizer
Bias:
UNKNOWN
Owned:
Unknown
2017-03-22 BUY Stephen Takacsy, B. Eng, MBA

A great company. One of the few ways of playing the agricultural sector in a sort of safer non-commoditized way. They make grain and fertilizer handling and storage equipment. Growing internationally. Very well-managed. The stock is down because they did a fairly large equity financing at around $54-$55 in the last few months. However, results have been very, very good. It gives you international exposure to needy infrastructure space overseas. A good entry point.


Price:
$50.820
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2017-03-02 COMMENT Jon Vialoux

Agricultural stocks in general tend to do well during the summer and tend to run up through to the end of the year. This one had a phenomenal run all the way from mid-$30 to the mid-$50. Quite a good stock to hold during that time. Right now, we are seeing it shows signs of weakness. Momentum indicators are trending lower. This has been flat since December when the period of seasonal strength ended for agricultural stocks. If it breaks through, very short term support at $50.50, you will see significant downside potential of about $6.


Price:
$52.680
Subject:
TECHNICAL ANALYSIS & SEASONAL INVESTING
Bias:
UNKNOWN
Owned:
Unknown
2017-01-18 COMMENT Greg Newman

Just made a very accretive acquisition, which he thinks is going to give them EPS growth of about 40% annually for the next couple of years. The payout ratio is looking sustainable at 67% for 2017. Debt to EBITDA is a little elevated, but he sees that coming down. However, it is trading pretty high compared to its historical averages. He would play this by writing puts. Dividend yield of 4.93%.


Price:
$54.610
Subject:
CANADIAN DIVIDEND
Bias:
BULLISH
Owned:
Yes
2016-12-09 COMMENT Greg Newman

Not for the faint of heart. It is very whippy, but is a good quality name. It may have gotten a little ahead of itself, so he wouldn’t be jumping in right now. Not sure if there are options on this, but he would be Selling Puts to gain entry at $53-$54.


Price:
$55.500
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Unknown
2016-11-16 COMMENT Bruce Campbell (2)

Had a nice little move in the last while. Fundamentally it ranks quite strong. Last quarter had good numbers. From a technical standpoint he wouldn’t be selling this. It looks like there is still a fair amount of growth, both organically and from acquisitions. Organic growth will come from it being a good crop year in the US, and the delay of buying equipment that has happened over the last 12 months. Farmers are expected to be buying replacement parts and equipment.


Price:
$53.370
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-11-04 COMMENT Robert McWhirter

Makes agricultural products for the storage of grains, etc. Feels commodity prices have bottomed and it looks like corn and other prices are heading up. The most recent earnings were up 25% year-over-year as of August. Earnings are expected to grow by 52% to $.86 when they report in November. 26% earnings increase expected for 2017 against a 16 PE.


Price:
$47.170
Subject:
CANADIAN DIVIDEND & GROWTH
Bias:
UNKNOWN
Owned:
Unknown
2016-10-24 COMMENT Michael Underhill

It is a comparable to DE-N.  It has a nice chart, nice dividend and nice growth.  It is more of a growth play than DE-N, which is more of a value play. 


Price:
$47.650
Subject:
GLOBAL AGRICULTURE, INFRASTRUCTURE & TIMBER
Bias:
SELECTIVELY BULLISH
Owned:
Unknown
2016-08-16 COMMENT Andrew Pink

Sold his holdings recently, on valuation more than anything. Doesn’t think the dividend is in trouble here. A very high quality business.


Price:
$41.730
Subject:
INCOME STRATEGY (Divs, Fixed & Preferreds)
Bias:
UNKNOWN
Owned:
No
2016-07-28 BUY Greg Newman

This has about an 83% payout ratio with a dividend yield of about 6%. They missed on their top line in Q1, but are guiding to a stronger 2nd half. The balance sheet is a little stretched at 3.7X net debt to EBITDA. Thinks this is one that you could own here. Dividend yield of 5.7%.


Price:
$42.250
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
BULLISH
Owned:
Unknown
2016-07-27 BUY Bruce Campbell (2)

(Market Call Minute.) This ranks well for him.


Price:
$41.530
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
2016-06-29 PAST TOP PICK Stephen Takacsy, B. Eng, MBA

(A Top Pick June 18/15. Down 12.48%.) Manufactures equipment to store and handle grain, and are growing globally. A great theme, because there are so many developing countries that have decrepit or no infrastructure compared to what we have in North America. Just made an acquisition in Brazil and are selling more and more into Eastern European countries. Very well-managed. If you want a good, global growth company in agriculture and not dependent on the commodity cycle, this is your best bet. You get a good 6% safe yield.


Price:
$40.450
Subject:
CANADIAN
Bias:
UNKNOWN
Owned:
Yes
2016-06-17 HOLD Greg Newman

There has been a very sluggish farm equipment environment. Q1 earnings came in a little bit light. However, management expects a more typical buying pattern to begin in the 2nd half of this year. Has an 83% payout ratio so your 6% dividend is safe. They have a lot of operating efficiencies in place.


Price:
$39.500
Subject:
CANADIAN DIVIDEND
Bias:
OPTIMISTIC
Owned:
Unknown
2016-05-04 PAST TOP PICK Greg Newman

(Top Pick April 23/15, Down 25.22%) They made what he thought was an accretive acquisition with a nice US$ tail wind.  The problem was a drought last year.  Then finally the demand for Canadian small caps dried up and this one got oversold.


Price:
$36.380
Subject:
CANADIAN DIVIDEND & DEFENSIVE STRATEGIES
Bias:
OPTIMISTIC
Owned:
Yes
2016-04-25 COMMENT James Rife

Equipment for processing cereals.  Grain handling and storage.  It has come back from its low, rather like POT-T.  Farmer’s incomes have lagged so they can’t buy as much.  You have to be positive on grain volumes to fill new grain storage bins. 


Price:
$38.430
Subject:
CANADIAN
Bias:
BULLISH
Owned:
Unknown
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