SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: E_K_S who wrote (65964)2/4/2021 12:35:28 PM
From: E_K_S1 Recommendation

Recommended By
DinoNavarre

  Read Replies (2) of 78919
 
Started new position in BG; selling 2% below Graham No fair value of $72.59/share, Forward PE= 13 and s/d benefit from commodity sales to China.



WINNIPEG, Manitoba, Jan 31 (Reuters) - Canada, the world's biggest canola grower, is running short of the oilseed six months before the next harvest, with strong export demand driving prices to nearly 13-year highs last week.

Supplies of major commodity crops are dwindling worldwide as buyers hoard food supplies during the COVID-19 pandemic. China is loading up on grains and oilseeds that it can feed to animals, raising food inflation and causing some nations to restrict exports of their crops.



Also pays a 2.9% dividend. Largest position in my Ag basket.

EKS
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext