Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (69968)	3/17/2022 12:35:13 PM
From: Elroy	3 Recommendations Recommended By pak73 petal Spekulatius Respond to of 78954

I think it's fairly late to be making a bullish farmer investment. Maybe two months ago, but now? What if the Russia invasion of Ukraine collapses in a few months? Farm related stocks will likely plunge in response. I think you're better off investing in Taiwanese companies as they dropped in response to the Russian invasion of Ukraine, but the global response has been so strong relative to expectations I'd wager China is LESS likely to invade Taiwan than before, so you can catch the upwave in Taiwanese stocks as it becomes clear China is not invading any time soon. Buy SIMO!

To: Paul Senior who wrote (69968)	3/17/2022 12:58:04 PM
From: Grommit	Read Replies (1) \| Respond to of 78954

AGCO. I like the idea, but do not find any companies compelling. AGCO is my favorite in the sector but N America is only 24% of their sales. PE says "value", but I'll watch for awhile, and may miss the boat.

To: Paul Senior who wrote (69968)	3/17/2022 2:06:06 PM
From: E_K_S	Read Replies (2) \| Respond to of 78954

I own DE (one share); CNHI building position (some Youtube farmers use their equipment) AGGZF, they build the grain storage bins. I notice many of these farms use fork lifts & telehandlers so been looking at JLG (OSK & JLG a subsidiary) and others. Many of these companies are building smart lifts( think Robot fork lifts) for warehouse/logistics. Love AGCO but not cheap and may/could have problems selling into EU. Have a price target for AGGZF in low $40's w/ avg cost at $21.50/share. Maybe better values in these fork lift companies. Look at TER 17.5 Forward PE; very little debt; $19 Billion Market cap I sold out at $105 and want to start a position again. Teradyne to Acquire AutoGuide Mobile Robots October 21, 2019 PDF Version Supplier of High-Payload Autonomous Mobile Robots Complements Teradyne MiR’s leading AMR positionAutoGuide offers uniquely modular autonomous mobile tuggers and forklifts for high-payload material transport of up to 10,000 pounds (4,500 kg).Autonomous industrial forklifts and tuggers are a high-growth, emerging segment of the global forklift market.Autoguide’s Surepath software enables easy deployment and operation of fleets of AMRs.AutoGuide complements Teradyne Mobile Industrial Robots’ (MiR) leading position in low- and mid-payload autonomous mobile robotsTeradyne provides financial strength, global reach and an Industrial Automation platform to support AutoGuide’s high growthNORTH READING, Mass., Oct. 21, 2019 (GLOBE NEWSWIRE) -- Teradyne, Inc. (NASDAQ: TER) and AutoGuide Mobile Robots today announced they have entered into a definitive agreement under which Teradyne will acquire privately held AutoGuide for $165 million; $58 million net of cash acquired plus $107 million if certain performance targets are met extending potentially through 2022. The acquisition is expected to close in the fourth quarter of 2019, subject to customary closing conditions and regulatory approval. AutoGuide provides autonomous mobile robots (AMRs) for material transport of payloads up to 10,000 pounds (4,500 kg) for the manufacturing, warehouse and logistics markets. Proven at leading manufacturers and warehouse providers including Pactiv, Ford and Husqvarna, AutoGuide is expected to more than double its revenue in 2019 from approximately $4 million in 2018. AutoGuide’s products include the Max N10 Tugger, Pallet Stacker and SurePath fleet management software. The Max N10 Pallet Stacker autonomously identifies and lifts pallets, transports them to a specified destination and then stacks the pallets.The Max N10 Tugger autonomously pulls trailers or carts of material from point-to-point, including indexing for easy loading and unloading.SurePath fleet management software provides an easy means to specify routes, coordinating the autonomous lifting and transport of pallets, and managing Max N10 AMR traffic to optimize customers’ material transport. In response to market demand for easy-to-deploy autonomous mobile robots, AutoGuide’s advanced products offer the innovations to deliver easy deployment, improved safety, reduced costs and increased efficiency of industrial and warehouse material handling operations.

To: Paul Senior who wrote (69968)	3/17/2022 2:26:11 PM
From: richardred	1 Recommendation Recommended By E_K_S Read Replies (1) \| Respond to of 78954

IMO TITAN MACHINERY INC TITN might be a good way to play it. finance.yahoo.com

To: Paul Senior who wrote (69968)	3/17/2022 7:57:19 PM
From: E_K_S	1 Recommendation Recommended By CusterInvestor Read Replies (1) \| Respond to of 78954

Re: AG basket Would be interested to hear about other investors AG stocks. I think this sector provides good defense and may/could benefit from higher prices due to inflation. These are companies in my AG basket listed from largest to smallest: (my AG Basket (23 stocks) represent about a 15% portfolio position) B&G Foods Holdings (BGS) - retail supplier of fresh & packaged food; owns Jolly Green Giant Armanino Foods (AMNF) - specialty frozen food Cvr Partners LP (UAN) - fertilizer Ag Growth Inc Fd (AGGZF) - grain bins and augers Andersons Inc (ANDE) - regional grain merchandiser, plant nutrient formulation and distribution, turf product production; (ANDE is the Domestic version of BG relating to their grain business) Gladstone Land Corp 6.00% Sr B (LANDO)- company acquires and leases farmland to corporate and independent farmers. (NOTE Common +300%; s/d have done 50:50 common:preferred) Boswell J G CO (BWEL) - Farm land & crops; large water rights Limoneira Company (LMNR)- Orchard crops; avocadoes, lemons, oranges & specialty crops; also has real estate development operation Conagra Brands Inc (CAG)- prepackaged food, milled grains, seasons/spices retail & institution J.M. Smucker Company (SJM)- various food products Farmland Partners Inc (FPI) - a REIT that acquires primary row crop farmland located in agricultural markets throughout North America. Archer Daniels Midland (ADM)- agricultural commodities (similar to ANDE but 30x larger) w/ more foreign exposure Corteva Inc (CTVA)- Seed development; corn, soybeans & sunflower; weed & inset pest control Village Farms Intl (VFF)- greenhouse tomatoes, bell peppers & cucumbers; also has a POT operation CNH Industrial N.V. (CNHI)- sells trucks, commercial vehicles, buses, special vehicles, agricultural and construction equipment; The Veggie Boys Youtube family uses their equipment S&W Seed Company (SANW)- specialty seeds; alfalfa & wheat seed sell to dairy & cattle farmers Naturalshrimp (SHMP) - develops growing systems (w/ patents) for growing fresh water shrimp; expanding commercial facilities and is finally profitable Stora Enso Oyj ADR (SEOAY)- integrated forest products company; trees to lumber to fine furniture Marine Harvest ASA [Norway] ADR (MHGVY)- Farm raised Atlantic Salmon Arcadia Bio (RKDA)- Bio-tech genic seed/plant developer; nitrogen use crops, salt tolerant plants, sunflower oil and shelf-life produce; Also has POT seed development in Hawaii General Mills (GIS) - food products but very small position from one of my 'Alerts'; plan to build position every 2% lower Phibro Anl Htlh A (PAHC)- global diversified animal health and mineral nutrition company; been selling position Deere & Company (DE) - one share from my 'alert' system want to build position but am buying 20% lower