Q: Hi Team,
I am looking into taking a position (or two or three :) in one or all the following names that have pull back significantly from their all time high to get some exposure in the "agriculture" sector.
Q1- How would you rank these companies in term of stability and appreciation potential for a 3 to 5 years holding period.
Q2 Considering the fact that they are in the same sector, would you consider these companies as complementary or more as proxy to each other?
Thank you!
Michel
I am looking into taking a position (or two or three :) in one or all the following names that have pull back significantly from their all time high to get some exposure in the "agriculture" sector.
Q1- How would you rank these companies in term of stability and appreciation potential for a 3 to 5 years holding period.
Q2 Considering the fact that they are in the same sector, would you consider these companies as complementary or more as proxy to each other?
Thank you!
Michel
5i Research Answer:
We would rank: NTR, CTVA, AFN. We think they are all different enough to be complementary.