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: Spekulatius who wrote (74208)	11/9/2023 2:28:57 PM
From: E_K_S	Read Replies (1) \| Respond to of 78670

Re: Ag play & CNHI Added more at $10.28. Same here, should I scale up to the same size of AGCO? I started another AG name PAHC w/ several buys today on disappointing earnings. PAHC sells animal supplements. They are a small player but have long term standing accounts w/ many farm operators. Also, more buys in CTVA -8% on earnings but actually reaffirmed 2024 guidance. They help develop & distribute those hybrid seeds the farmers need. SANW -0.69% another seed developer w/ adds yesterday at $0.6527 came out w/ their earnings. Good recurring revenues but did post a loss. CTVA is a large partner w/ SANW and their main distributor. The largest shareholder of SANW has ties to Pioneer seeds. --------------------------------------- I want to build up my Ag basket as all of these companies are important to growing the food we need & export. Have ANDE, TSN, UAN, BWEL as well as farmland REITs in FPI & LAND. Just not sure what ones to add to as each has their own story & challenges. Have owned CALM (the egg producer) ion the past and closed out LMNR (an orchard grower). Maybe SENEA as they work w/ over 2000 America Farms to package & distribute their produce under private label. I have on my watch list now. At a 3.5x PE it appears it gets no respect. If you follow any other Ag names, throw them in the mix as US is the bread basket for the world. Now w/ AI Technology for driverless tractors and satellite field monitoring, there is a lot of new technologies that we can develop and deploy for the world.

To: Spekulatius who wrote (74208)	2/1/2024 1:04:11 PM
From: E_K_S	1 Recommendation Recommended By Spekulatius Read Replies (1) \| Respond to of 78670

Re: Corteva Inc (CTVA) 53.84 +8.36 (+18.38%) Corteva earnings beat expectations, company optimistic on farm economy Corteva Agriscience leaders expressed optimism about the company’s financial position, and the strength of the ag economy as a whole, in a call Thursday where they reported revenue and earnings numbers that exceeded analysts’ estimates. ----------------------------------------- Should bode well for the entire AG sector. CTVA & SANW are my two seed plays in this sector. I suspect the machinery and fertilizer group to do well if the seed group beating estimates.