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Bunge Limited

  • The Soft Commodity Market is Weak but are These Companies set to Benefit?

    By Rupert Hargreaves - May 17, 2013 | Tickers: ADM, BG, SBUX

    The soft commodity market is in crisis. Spiralling prices and huge oversupply in the market means that many producers are not able to turn a profit. In particular, small holding farmers, 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 stems back several years to when the soft 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 »

  • Bunge Preferable to These 2 Agriculture Stocks

    By David Gould - October 17, 2012 | Tickers: ADM, BG

    With competition intense in agriculture, margins and upside have been largely limited. However, this has already become common knowledge and thus, in many instances, factored into the market. Accordingly, there are opportunities to outperform through (1) better-than-expected performance, (2) accretive acquisitions, and (3) market share gains. Below, I review three stocks to consider backing.

    Bunge Limited (NYSE: BG) More Undervalued Than Archer Daniels Midland (NYSE: ADM)

    Over the last twelve more »

  • Why Does George Soros Love This South American Ag Giant?

    By Meena Krishnamsetty - October 16, 2012 | Tickers: AGRO, ADM, BG, CZZ, ANDE

    Dwight Anderson, the founder of Ospraie Management, is a New-York based financial advisory firm that manages close to $2 billion in assets. Anderson’s fund has a variety of investment strategies and has been known to place big bets on the commodity markets that occasionally turn sour. Ospraie lost close to $1 billion in the most recent financial crisis due to ill-timed bets in commodities, but has since bounced back more »

  • Who May Get Squeezed in the Agricultural Commodity Supply Chain?

    By Jay Wei - September 27, 2012 | Tickers: ADM, BG, GIS, K

    Don’t people like bull markets or a booming market of any sort? Well, it really depends on who you are as a market participant and what market you are in. A rising financial securities market of stocks or bonds would be good for both investors on the buy side and issuers on the sell side. But in the world of physical commodities, be it agricultural, industrial, or oil and more »

  • ADM, Bunge More Undervalued Than ConAgra

    By David Gould - September 19, 2012 | Tickers: ADM, BG, CAG

    Food & agricultural businesses all too often suffer from not only intense competition but a notorious reliance on subsidies. With that said, there are some attractive buying opportunities in the sector, such as Archer Daniels Midland Company (NYSE: ADM) and Bunge Limited (NYSE: BG). Others, like ConAgra Foods (NYSE: CAG), are overvalued and unlikely to outperform from here. Below, I review the fundamentals of all three producers.

    ADM & Bunge

    ADM trades more »

  • Avoid These 3 Stocks Drowning In Debt

    By Karen Rogers - September 6, 2012 | Tickers: CAR, BG, NAT

    Taking on debt to finance company operations is fine unless management allows that debt to grow unchecked.  Although in different industries, each of the three companies analyzed below suffer from the same problem: too much debt. 

    Enter Nordic American Tankers (NYSE: NAT), sinking under the weight of an aging fleet, negative cash flow, and unsustainable dividend payments.  Eleven out of Nordic American’s twenty tankers are just about ready for more »

  • The Hunger Games Report #1: Cargill, Toepfer and Bunge Step Up their Play

    By Ovidiu Neacsu - August 31, 2012 | Tickers: ADM, BG, GLEN

     

    Financial reports for 2011 have shown, as expected, an exceptional year for cereal traders in Romania, and have consolidated the podium with three of the top global companies.

    It is well known by now that if you look up the words “cereal trade” in an encyclopedia, the first explanation it will return will be “Cargill Inc.” No wonder, then, that America’s largest private company has had its eyes on more »

  • Drought in U.S: One Man's Pain is Another Man's Gain

    By Yashu Poddar - August 12, 2012 | Tickers: ADM, BG, MON, PPC, TSN

    The current U.S drought could be one of the worst droughts in the U.S history in at least a few decades if this dry weather continues. The drought has already been known to destroy one-sixth of the expected corn production which in turn threatens to have an overall surge in global food price inflation. July was the hottest month in American history with soaring temperatures and a lack more »

  • Stocks That Will Benefit from the Drought

    By Kevin Gill - August 10, 2012 | Tickers: BG, INGR, DD, MON, SYT

    The current drought in the continental US has many in the investing community talking about the potential impacts of one of the worst farming disasters in decades. While the obvious play is in food based commodities, it is a subject of debate whether or not the most profits to be made in food futures (both crops and livestock) are already past the investor who has yet to make a move more »

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