Christmas trimmings: introducing the nifty 50/50 - part 2
In part one, price was the major reason for letting certain stocks go. In part two, it's more a question of quality.
Select Harvests waters the weeds
We downgraded our recommendation on this almond company last month. Today’s results confirmed we were right to be worried.
Time to exit Select Harvests
The future of almond producer Select Harvests changed markedly with the collapse of Timbercorp last year. But the stock fell too far on the news, and we’ve since been waiting patiently for a better opportunity.
Select's future heads to court
Events since Timbercorp’s collapse have not unfolded as we, nor Select Harvests, would have hoped. The risk is increasing that Select is going to be left without any third party almond projects to manage.
Select's troubles and opportunities
Timbercorp generated more than half of Select Harvests’ profit last year. Will Timbercorp’s demise take Select down with it?
Bargain on offer at Select
Select Harvests has been having a tough time of it, but that’s agriculture. The current price looks cheap even if things stay bad forever.
Rain can't hide cracks at Select Harvests
The drought has had a major impact on this almond grower over the past 12 months. Unfortunately, and whatever it would like us to believe, the company’s problems don’t end there.
Drought won't stop Select's Harvests
The drought in Australia’s eastern states is getting worse, which makes the case for an investment in this stock even better.
Upgrade closer at Select
This almond grower is doing a lot of things right, but it just can't seem to be able to make it rain.
Timbercorp and Select a double opportunity
Recent detailed research has provided mixed results: an unfortunate error and another buying opportunity in this neglected sector.
Special report - Juicy fruit in the MIS garden (SHV)
This almond grower has been an incredible growth story for more than a decade. The future is unlikely to be as good.
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