Ag Plays That are Under the Radar...Nymph Style
2163 views
Rate Now: 1 2 3 4

average rating: 3.33 / 3 ratings
Created by Trading Nymph
DESCRIPTION:

Date updated:05-03-2008

OK OK...are we going to rotate out of Ag and into Tech. Who knows, but my guess...no way...the world is eating. So yes, everyone knows about POT, DE, MON, MOS...but I want to give you something Nymph Sexy that most people are totally missing and not many even talk about. I have turned into such a stock geek...it's Friday and I am excited about Ag Plays...what have I become? Well they are darn Sexy...check it out...TRMB, no it is not tech..it's a Ag Play, LNN for a little Water Sports, VMI yes it has an Irrigation Segment, CMP for a strange Potash play in the winter and really stretching it to get 5 plays..I give you KMT.

symbol name last price % change open
  • +
  • TRMB
    Trimble Navigatio
  • $23.40
  • -0.43%
  • $23.38

No this is not a Garmin Play..Market Cap: 4.201B P/E (ttm): 32.96. Here are my notes on their Conf Call..4-25-08 Transcript 5 stars Nymph's Take: This is a Ag Play no one knows is one. CEO Berglund-Strong Financial Results in March Qt. EXCEPTIONAL performance in our AGRICULTURE biz. Revenue yoy 24% plus drop in the tax rate. Only 20% to US Construction, most is ROW. Strong Commodity Prices. Need to mitigate high input costs for fuel and fertilizer and strong product innovation...makes their PRODUCTS so in demand. Europe triple digit..Super ROW play. 35M in debt paying off. Guidance 14-16% yoy, 374-379M..36/.38 to .44/.46. 15%-17% 1.50-1.55. The CEO says LET us call it a Recession for the 1st qtr...went to CONEXPO Show and BSC actually shocked buying. Don't like the USA for the rest of the Year. Ag only 30% ROW and growing including planting a lot more in Europe.

People owning TRMB also tend to own: BBYCOFCSCOGOOGGRMNHPLOW

TheStreet.com Rating: C+ What is this?

  • +
  • LNN
    Lindsay Corporati
  • $35.01
  • -0.65%
  • $35.14

This is a ROW irrigation Play. Market Cap 1.21, p/e 49.60 and forward p/e of 25, PEG 1.7, pays a divident. 3-24-08 Transcript 5 stars Nymph's Take:113% Row growth, ohhh.Ceo Parod- Revenues for the 2nd qtr rose 70%, eps .79 v .21 yoy. Total revenues for the first half is up 60% yoy. Jan they bought Watertronics Water Pumping system. Domestic Irrigation Revenue up 44% yoy. THE ECONOMIC STIMULUS package provides opportunities for Farmers to Accelerate Depreciation on Equipment (take away..everyone is buying new stuff). International Irrigation Revenues up 113% yoy 29.1M. Weak Dollar helping them. Infrastructure up 103%. Order Backlog 98.5M v 38.4M. Irrigation Equip Backlog 58.6M v 3M (bought other company). Can't really give guidance. USA orders slowdown after May...but ROW is year round.

People owning LNN also tend to own: ADBEAGUCOINEBSEMUFRGGCT

TheStreet.com Rating: C What is this?

  • +
  • VMI
    Valmont Inds Inc
  • $75.88
  • -0.39%
  • $75.46

This is another ROW irrigation play. Market Cap 2.64B, p/e 25.4 forward p/e 18.58, PEG 1.22. Next reports 7-17-08. 4-17-08 Transcript 5 stars..Raised Dividend 23.8% to shareholders of record June 27,08. CFO McClain Record 1st qtr Sales 24%, Operating Income 51%, Net Earnings 59%. Irrigation Revenues 130.8M up 41%. Engineered Support Structure 19% but watch steel cost. Utility 54%, Coating 4% higher activity in Agric machinery sector causing the demand. ROW helping w/lighting and traffic. Shifting to Global Farm Economy!! Building a Pole Plant in China in the 2nd half of year.

People owning VMI also tend to own: AGDDXPEIRLAYNLOWMSMTW

TheStreet.com Rating: B What is this?

  • +
  • CMP
    Compass Minerals
  • $65.73
  • -0.38%
  • $65.50

Just reported a really good qtr last week. It has a Potash segment. Problem is that it is 2/3 Winter Salt production..which due to the seasonality took it down when they reported..but stock is up again...The Street loves POTASH plays. Market Cap: 2.188B P/E (ttm): 20.38 EPS (ttm): 3.121 Div & Yield: 1.295 (2.04

People owning CMP also tend to own: AGDBACBPLKMBLYGPVXSO

TheStreet.com Rating: B+ What is this?

  • +
  • KMT
    Kennametal Inc
  • $23.50
  • -3.13%
  • $23.96

It actually has an Ag Catalog..http://www.kennametal.com/images/repositories/PDFs/EMCS/Agriculture_Broch_B01-61_5-25-04.pdf I know I am stretching it..but SYT and CF are too well known.2.6B Market Cap, 16.10 p/e .9 PEG 3-31-08 Transcript 3 stars Nymph's take-solid USA company that has to keep a close eye on raw cost. CEO Cordoso solid results in a challenging environment. eps .75 at high end of guidance and reflect the year over year up 14%. lower sg and a. Growth in Aerospace, underground coal mining. Plan to capitalize on pan-european biz. ROW 54% of sales. Europe and Asia-Pacific mining 50% revenue from ROW. Balance sheet strong. Repurchased 309,000 shares keeping raw cost controlled...will be restruct..

People owning KMT also tend to own: AETAIGALTUBBTDDDNAGM

TheStreet.com Rating: C What is this?

 

Start Price

Return Value

Start Date

TRMB 33.37 -29.88% May 3rd
LNN 101.20 -65.41% May 3rd
VMI 102.57 -26.02% May 3rd
CMP 66.32 -0.89% May 3rd
KMT 34.91 -32.68% May 3rd

Average return:

-30.98%

Success rate:

0%

Tracking Started: 05-03-2008

Comments not available

ADD YOUR COMMENTS:

Cramer's Take on Headline Stocks...

Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...

11.20.09 | 11:48 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...

11.20.09 | 08:09 AM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...

11.19.09 | 11:13 AM
Squeezing the Shorts: Earnings G...

By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...

11.18.09 | 12:36 PM
more articles
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
Simple headline speak "1,00...
11.23.09 | 00:02 AM From author graspthemarket
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
more forums
Q. Am I diversified? My major hold...
11.22.09 | 21:36 PM Asked by fwtrader

A. a sector pair but not an industry pair
AAPL/AMT

today 's lists
52-Week Lows

Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 20, 2009. more

Biggest % Gainers

Here are some of the largest % gainers from Nov. 20, 2009. more

Stocks With Unusual Option Activity

Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more