Bunge Limited (NYSE:BG)

Agriculture sector should benefit from population growth and it is priced for no growth.

Bottom fishing.

12/16

dreman screen and i like ag right now.

Market cap is 78% of tangible book value, P/E under 10, Credit Suisse among others predicting >= 10% EPS growth next 2-3 years.

food. buying on dip. no one stops eating in the bad times. everyone keeps eating Bunge. great company. brazil play

I like both BG and ADM but BG is cheaper trading at 0.7 of book value and should benefit more from higher food prices. Very reason P/E around 8, poised to outperform

global population growth and rise of the east

The global demand for all manner of agricultural products is ramping up due to 1) the fact that india and China have large and rapidly expanding middle classes, whose diets are changing toward entire categories of agricultural products, as their personal incomes and currency values continue to grow against the dollar. And 2) changing weather patterns are injuring the ability to improve agricultural productivity on 4 continents,....demand for food will increase while production does not keep pace.

below book value with high return on equity.

its undervalued and is set to still make money in the future

Low P/E. Positioned well to continue growth.

low PE cash fountain

Increasing demand for convenience foods, and inexpensive staples and luxuries to be expected as more countries industrialize and the middle classes expand in those countries.

Really cheap, and I can't quite figure out why. Double digit growth, worldwide reach, low pe, and peg. The only big competitor is ADM. It should be able to profit from rising food prices.

I think food prices will go up in 2011, and BG will benefit

They are a significant worldwide agricultural business who have made major changes in their business that should pay off well this year. The earnings announced today are very positive and should boost the stock price.

BG is an agricultural stock with nice exposure to the commodity spikes which began in late 2010. They have a storage and distribution network which means they will be able to take immediate advantage of the new, higher prices, which will likely only appreciate further with the destablization of the middle east and extreme weather conditions accross North America.

Incidentally, the stock has other advantages, such as coming off a shipping and process plant freeze in Argentina (recently intervened on by the government) and large exposure to sugar cane plantations and bio-fuel which grant them large subsidized revenue by the Brazilian government.

Fundamentals are solid, with a value of $75-77 dollars, trading at a discount, and stable and growing earnings, coupled with a dividend of a few percent.

Warnings by management of lawsuits which will come from the recent purchase of the sugar cane business segment and operations throughout South America may be something of concern, barring developments, but for now the company is a buy.

http://ibankcoin.com/mr_cain_thaler/2011/02/01/wheat-shall-triumph/

Bunge (BG) trands below net tangible assets, an EV/rev of 0.3 and a trailing P/E of 5. It is also growing revenues. The company is cheap based on the fundamentals.