Bunge Limited

  • Beat the Taper: Part 2

    By Rupert Hargreaves - August 6, 2013 | Tickers: T, BG, ORIG

    As the taper is set to start in September, there is bound to be some volatility in the markets, so in this two part series I have put together a taper-proof portfolio.

    The aim of this portfolio is not to try and avoid the volatility stemming from the taper but to fully acknowledge it, looking to invest in companies that are good investments for the long term and will not more »

  • Profit From Long-Term Trends in Farming

    By Rupert Hargreaves - August 2, 2013 | Tickers: AGRO, BG, CRESY

    Jim Rogers has been banging on about farmland investment recently and he has a point. Depressed crop prices and monetary outflows from emerging markets have depressed the values of both farmland and farm stocks, so where do the opportunities lie?

    Relatively low-risk Brazil

    Adecoagro (NYSE: AGRO) buys, develops, farms/operates, and occasionally sells farmland. Currently, the company owns 145,000 hectares spread across multiple farms in Argentina, Brazil, and Uruguay more »

  • Dangerous Valuations in Farm Products

    By Chris Hodge - July 20, 2013 | Tickers: ADM, BG, CZZ

    The world needs its farm goods, and the market is well aware of this. The problem with something that everyone knows they need is that the price can become insane. The following are some examples of companies that at first glance look like stocks in which you might want to wait for a dip before buying. 

    The burden of a good reputation

    Archer Daniels Midland (NYSE: ADM) has some good more »

  • Where to Shop for Agri-Related Stocks

    By Damon Churchwell - July 17, 2013 | Tickers: ADM, BG, CZZ

    Having already reviewed a number of grocery-store stocks, I decided to look further into the market for home-cooked foods, specifically companies that sell processing-related commodities and farm produce. Several companies are notable for their earnings prospects, healthy balance sheets, and attractive P/E valuations.

    Lets review some of the top names in this group. 

    Commodity giant expanding through Australian buyout

    When Archer Daniels Midland (NYSE: ADM) reported first-quarter results in more »

  • Bunge: A Foolish Choice

    By Lalita Chauhan - July 8, 2013 | Tickers: ADM, BG, WLMIY.PK, WG

    Bunge Limited (NYSE: BG) is undoubtedly one of the strongest players in the agri-food processing industry. Over the years, Bunge has repeatedly proved its robust capability to harness market opportunities and create a winning scenario for itself.

    The company primarily operates four business segments: agribusiness, sugar and bioenergy, edible oil products, milling products and fertilizers.

    The major expansion spree

    Identifying the enormous potential available in the industry, the company has more »

  • Does the Disposal of its Cocoa Division Make Archer Daniels a Buy?

    By Rupert Hargreaves - July 1, 2013 | Tickers: ADM, BG, MDLZ

    Archer Daniels Midland (NYSE: ADM), one of the world's largest agricultural trading houses has decided to sell its cocoa and chocolate business, as cocoa prices fall and profit margins are all but wiped out. Indeed, due to conflicts, oversupply and other irregularities in the cocoa market, the price of cocoa has fallen around 50% from its high of 2011, which has damaged Archer Daniels' profits.

    Surprisingly, the fall in more »

  • Planting Seeds for Future Yields: 3 Stocks From the Farm Industry

    By Victor Selva - June 21, 2013 | Tickers: ADM, BG, CZZ

    When looking at the farm industry, analysts are usually very pessimistic. It is said the industry carries an inherently large risk. This may be true, but why is so much emphasis placed on this risk? It's because most analysts focus on the short run instead of the long haul. However, this industry has always paid dividends in the long run, some better than others, but it has always paid more »

  • This Hedge Fund Is Long Energy, Agriculture, and Gold. Why?

    By Meena Krishnamsetty - June 4, 2013 | Tickers: BG, GG, NRG

    At Insider Monkey, we track some of the hedge fund world’s most elite money managers; and one that often flies under the radar, yet is in our top 500 is Clint Carlson's Carlson Capital. Let’s take a look at the fund’s four largest equity positions, because it’s important to track the smart money’s sentiment; discover the secrets of piggyback investing here.

    An energy play more »

  • The Soft Commodity Market Is Weak, But Are These Companies Set to Benefit?

    By Rupert Hargreaves - May 22, 2013 | Tickers: ADM, BG, SBUX

    The soft commodity market is in crisis. Spiraling prices and huge oversupply in the market mean that many producers are not able to turn in a profit, small holding farmers in particular, who make up the bulk of production. Unfortunately, this is causing supply to increase further as farmers plant more in an attempt to increase their yield.

    The oversupply in the market goes back several years to when the more »

  • Agribusiness Companies: 3 Options

    By Damian Illia - May 11, 2013 | Tickers: ADM, BG, CRESY

    The agribusiness commodity industry is on the growth track again after the severe drought that affected the U.S. and part of South America last year. Lower production and higher prices greatly affected the companies in the sector. Now, with a better outlook and some adjustments in stock value, some companies may become more interesting.

    Let’s analyze how three major agribusiness producers are performing.

    Better crush margins in Brazil more »

  • Time to Take Profits?

    By Mike Thiessen - May 6, 2013 | Tickers: ADM, BG

    Berkshire Hathaway disclosed in mid-February that it had a position in Archer Daniels Midland (NYSE: ADM) as of the end of 2012. It is a relatively small holding for Berkshire, at year end the position was $163 million or 5,956,600 shares. The stock had a bad year in 2012 with high corn prices due to drought negatively weighing on the company. Year-to-date the shares of Archer Daniels are more »

  • "Bunge" Jumping to Diversify a Stock Portfolio?

    By Michael Ugulini - April 1, 2013 | Tickers: ADM, BG, CQB

    Trying something new is what makes life - and investing - interesting, and hopefully worthwhile. While I'm not into jumping off bridges and whatnot with a huge elastic band tied to my leg, I'm more apt to try new adventures (of the conservative sort) on the markets.

    With that in mind, my focus today is Bunge (NYSE: BG), a foremost international, integrated agribusiness and food enterprise. As part of the more »

  • New Stock Purchases in Tom Gayner’s $2.4 Billion Fund

    By Meena Krishnamsetty - March 19, 2013 | Tickers: AHGP, ACI, BG, LMCA, RFP, STRZA

    Markel Gayner Asset Management is the investment division subsidiary of Markel Corp. and is headed up by Tom Gayner, who also spends his time as the CIO of Markel. The fund is directed by the SEC to release its holdings every quarter in a document known as a 13F filing. We look forward to the release of these filings, as we use them to create proprietary, retail-friendly strategies that have more »

  • This Company Could Become One of Buffett's Favorites (Part 2)

    By Anh HOANG - March 8, 2013 | Tickers: ADM, BG, INGR

    Thompson Reuters analyst John Kozey recently released 28 stocks that shared the same characteristics as those Warren Buffett has purchased in the past. In the previous article, I talked about Mosaic, one of the leading phosphate and potash producers in the world. This time, I will cover Archer Daniels Midland (NYSE: ADM), and Warren Buffett has already shown interest in the company by buying nearly 6 million shares in the more »

  • Finding Value With the P/B Ratio

    By Timothy Green - February 13, 2013 | Tickers: BG, GLW, RCL

    The price to book (P/B) ratio is one of the most commonly used stock valuation metrics. To calculate this ratio you simply take the total market capitalization and divide by the book value of the company. Historically, companies with low P/B ratios have outperformed companies with higher P/B ratios over the long term. This allows the P/B ratio to be used as a way to find more »

  • Don't Miss the Strength Behind PotashCorp

    By Joshua Bondy - February 7, 2013 | Tickers: ADM, BG, POT

    Predictions about future crop production vary greatly, but a large number of analysts are taking an increasingly negative view. Ecological degradation is a real thing. Water shortages and a growing population will all impact the global food supply. Countries facing greater food pressures will have to increase yields in whichever ways possible. Fertilizers offer a relatively simple and effective way to achieve this goal, and PotashCorp (NYSE: POT) is a low-cost producer of fertilizer inputs with a strong long-term plan.

  • Is Bunge Losing Steam or Poised for Another Rally?

    By Shas Dey - January 21, 2013 | Tickers: ADM, BG, YARIY.PK

    Bunge (NYSE: BG) sells grains and fertilizers to farmers, processes the farm output and sells oil products to consumers. Sugar and ethanol used in bio-energy account for approximately 10% of sales. Agricultural commodities are 66% and food oils account for about 15%. The stock has returned 25% in 2012 and has already appreciated by another 5% in 2013. On the back of such a rise, investors are wondering whether the more »

  • A High-Priced Stock for Long Term Investors

    By Anh HOANG - December 11, 2012 | Tickers: BG, SEB, SFD

    Are you interested in a business, which has delivered consistent positive profits in the last 10 years? In addition, it also generated positive and growing trend of operating cash flow in the same period. However, it is valued at single digit forward earnings and EV/EBITDA. The company has postponed its dividend payment since the beginning of 2011, but it recently announced that it would prepay the next four years more »

  • Keep a Clean Conscience Investing in This Dirty Business

    By Steve Symington - December 10, 2012 | Tickers: BG, DAR, REGI, VLO

    According to recent research from the United States Department of Agriculture, the average American eats nearly 2,000 pounds of food every year, including around 415 pounds of vegetables, 185 pounds of meat, and 85 pounds of fats and oils.

    While those numbers may serve as a surprising, entertaining illustration for just how much we consume, here's a more ominous question: what happens to all the stuff we don more »

  • Solazyme: A Lesson in Patience

    By Maxxwell A.R. Chatsko - November 6, 2012 | Tickers: AMRS, BG, CVX, KIOR, SZYM

    I have given the investment community targeted warnings about Solazyme’s (NASDAQ: SZYM) valuation in February ($14.34 per share), March ($15.13 per share), May ($9.71 per share), and August ($13.50 per share). Despite these words of caution I have been constantly drowned out in a sea of overconfidence and opinions that shift to fit the situation at the moment. Now I know how Kyle Metivier feels more »

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