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Weekly Update Monday, January 8, 2018

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Weekly Update Monday, January 8, 2018 Weekly Update Monday, January 8, 2018 Dollar Records Third Weekly Loss In A Row Despite Post-Jobs Rebound. Mary Burke Partner The U.S. dollar rebounded from an initial dip against its rivals following the December job report, but still registered its third consecutive weekly loss. 312.348.7081 The employment report came in below expectations and showed that wage [email protected] growth remained sluggish, turning the dollar negative before it bounced back. William Whipple Partner The Dow Jones Industrial Average increased 2.3% on the week, 312.348.7076 finishing at 25,096. [email protected] The S&P 500 rose 2.6% on the week, finishing at 2,743. Lakeshore Food Advisors, LLC The NASDAQ Composite gained 3.4% on the week, finishing at 7,137. 20 North Wacker Drive Suite 1701 Yield on the 10-year Treasury increased seven basis during the week, Chicago, IL 60606 ending at 2.47%. Crude oil climbed 1.7% on the week, ending at $61.44 per barrel. Corn rose 0.1% on the week, ending at $3.51 per bushel. NASDAQ Highs: Blue Buffalo Pet Products, Inc., Calavo Growers, Inc., Dollar Tree, Inc., Titan Machinery Inc. Lows: Core-Making Holding Company, Inc. NYSE Highs: Amplify Snack Brands, Inc., CF Industries Holdings, Inc., CNH Industrial N.V., Constellation Brands, Inc., Darden Restaurants, Inc., Deere & Company, Diageo plc, DowDuPont Inc., FMC Corporation, International Flavors & Fragrances Inc., Lamb Weston Holdings, Inc., Performance Food Group Company, Shake Shack Inc., The Scotts Miracle-Gro Company, Wal-Mart Stores, Inc., Zoetis Inc. Lows: None Featured Stocks of the Week: US Foods Holding Corp. (NYSE: USFD) 1-Year History Titan Machinery Inc. (NASDAQ: TITN) 10-Year History 35 40 30 35 25 30 25 20 20 15 15 10 10 5 5 0 0 January-17 April-17 July-17 October-17 January-18 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 The Lakeshore Food Chain 12/31/2016 12/31/2015 Price Price as Compared to Enterprise Value to Total Debt Price Compared to 52-Week Range YE: Forward LTM: to LTM Company Name Ticker 1/5/18 12/29/17 High Low 2016 2015 P/E Revenue EBITDA EBITDA Dow Jones Industrial Average ^DJI 25,296 2.3% 25,296 19,732 28.0% 45.2% 24.0x S&P 500 ^SPX 2,743 2.6% 2,743 2,264 22.5% 34.2% 19.3 NASDAQ Composite Index ^COMP 7,137 3.4% 7,137 5,521 32.6% 42.5% NA Sector Average: 27.7% 40.6% AGRICULTURAL LAND HOLDINGS Farmland Partners Inc. FPI $8.63 (0.6%) $11.76 $8.06 (22.7%) (21.3%) NM 21.24x 33.1x 16.4x Gladstone Land Corporation LAND 13.57 1.0% 14.29 10.77 20.7% 56.9% NA 22.14 30.1 18.9 Limoneira Company LMNR 21.13 (5.7%) 26.06 16.39 (1.8%) 41.4% 47.3 3.32 18.7 4.6 Sector Average: (1.2%) 25.7% 47.3x 15.57x 27.3x 13.3x 25295.85 INPUTS * Agrium Inc. TSX:AGU $144.58 0.0% $147.19 $115.16 7.1% 16.9% 19.9x 1.60x 13.2x 3.9x American Vanguard Corporation AVD 20.85 6.1% 24.00 14.65 8.9% 48.8% 23.8 2.05 14.7 1.2 CF Industries Holdings, Inc. CF 43.67 2.7% 43.98 25.04 38.7% 7.0% 215.3 4.37 19.1 5.6 DowDuPont Inc. DWDP 75.42 5.9% 75.54 64.01 NA NA 19.8 3.61 19.3 3.8 FMC Corporation FMC 98.08 3.6% 98.69 56.53 73.4% 150.7% 20.5 4.44 19.7 2.3 Intrepid Potash, Inc. IPI 4.60 (3.4%) 5.12 1.24 121.2% 55.9% 78.4 5.01 44.8 4.3 Monsanto Company MON 118.60 1.6% 122.80 105.56 12.7% 20.4% 20.8 3.92 13.9 2.0 The Mosaic Company MOS 26.86 4.7% 34.36 19.23 (8.4%) (2.6%) 26.5 1.77 10.7 3.3 * Nutrien Ltd. TSX:NTR 69.13 NA 70.05 64.75 NA NA 22.0 10.07 27.7 3.5 S&W Seed Company SANW 3.90 0.0% 5.20 2.90 (15.2%) (7.6%) NM 1.57 64.2 13.6 The Scotts Miracle-Gro Company SMG 107.65 0.6% 109.77 81.48 12.7% 66.9% 24.7 2.83 15.9 2.8 * Syngenta AG SWX:SYNN 453.40 0.3% 471.20 402.50 12.6% 15.6% 24.0 3.68 18.3 2.2 Terra Nitrogen Company, L.P. NYSE:TNH 85.76 7.5% 115.86 75.20 (16.5%) (15.6%) NA 4.06 8.4 0.0 Zoetis Inc. ZTS 73.36 1.8% 73.92 52.00 37.0% 53.1% 27.8 7.71 21.9 3.2 Sector Average: 9.0% 23.5% 23.0x 4.05x 19.0x 2.9x AGRICULTURAL EQUIPMENT * Ag Growth International Inc. TSX:AFN $55.10 3.3% $60.26 $47.08 4.9% 65.7% 18.1x 1.98x 13.5x 5.7x AGCO Corporation agco 72.54 1.6% 75.95 58.00 25.4% 59.8% 20.3 0.96 11.0 3.2 Art's-Way Manufacturing Co., Inc. artw 3.00 0.5% 4.70 2.00 (11.8%) (3.2%) NA 0.93 NM NM * Buhler Industries Inc. TSX:BUI 4.55 4.6% 4.90 4.14 2.5% (16.4%) NA 0.40 31.6 3.6 CNH Industrial N.V. CNHI 14.05 4.9% 14.12 8.65 61.7% 105.4% 22.9 1.64 15.5 10.1 Deere & Company DE 160.32 2.4% 160.47 103.99 55.6% 110.2% 19.7 2.88 18.6 8.9 Lindsay Corporation LNN 88.91 0.8% 96.22 73.34 19.2% 22.8% 26.9 1.81 15.8 1.9 Titan Machinery Inc. TITN 23.06 8.9% 23.75 11.68 58.3% 111.0% NM 0.74 28.2 13.7 Sector Average: 22.0% 40.0% 21.6x 1.21x 14.9x 5.6x AGRIBUSINESS AGT Food and Ingredients Inc. TSX:AGT $22.06 9.7% 37.46 17.85 (39.8%) (35.1%) 43.4x 0.61x 14.3x 4.8x The Andersons, Inc. ANDE 31.50 1.1% 41.85 29.60 (29.5%) (0.4%) 19.7 0.35 9.7 3.8 Archer-Daniels-Midland Company ADM 40.18 0.2% 47.44 38.59 (12.0%) 9.5% 15.3 0.47 9.8 2.9 Bunge Limited BG 69.94 4.3% 83.75 63.87 (3.2%) 2.4% 15.1 0.34 12.5 4.7 Darling Ingredients Inc. DAR 18.20 0.4% 18.65 11.51 41.0% 73.0% 38.8 1.31 9.8 4.0 * Gruma, S.A.B. de C.V. BMV:GRUMA B 250.78 0.6% 288.99 227.00 (4.7%) 3.7% 16.1 1.76 11.0 1.8 Ingredion Incorporated INGR 140.33 0.4% 142.64 113.07 12.3% 46.4% 17.4 1.98 10.7 1.8 Landec Corporation NASDAQGS:LNDC 13.00 3.2% 14.95 11.20 (5.8%) 9.9% 18.1 0.79 NM NM * Olam International Limited SGX:O32 2.04 0.5% 2.47 1.86 3.6% 12.1% 15.8 0.68 13.4 9.8 Sector Average: 0.2% 6.1% 20.1x 0.92x 11.4x 3.4x DIVERSIFIED FOODS B&G Foods, Inc. BGS $34.60 (1.6%) $47.75 $29.50 (21.0%) (1.2%) 15.9x 2.57x 12.7x 5.7x Campbell Soup Company CPB 47.29 (1.7%) 64.23 45.00 (21.8%) (10.0%) 16.0 2.23 8.9 1.8 Conagra Brands, Inc. CAG 38.06 1.0% 41.68 32.16 (3.8%) (9.7%) 19.2 2.40 12.3 2.4 General Mills, Inc. GIS 59.92 1.1% 63.73 49.65 (3.0%) 3.9% 18.5 2.83 13.3 3.0 The Hain Celestial Group, Inc. NasdaqGS:HAIN 40.51 (4.4%) 45.61 31.01 3.8% 0.3% 23.8 1.68 17.5 2.8 The J. M. Smucker Company SJM 125.55 1.1% 143.68 99.57 (2.0%) 1.8% 15.2 2.64 12.0 3.3 Kellogg Company K 68.94 1.4% 76.69 58.76 (6.5%) (4.6%) 16.4 2.48 13.8 3.6 The Kraft Heinz Company KHC 77.84 0.1% 97.77 75.21 (10.9%) 7.0% 20.4 4.77 14.9 3.8 Lancaster Colony Corporation lanc 128.50 (0.5%) 149.30 113.34 (9.1%) 11.3% 26.2 2.79 15.8 0.0 Mondelez International, Inc. mdlz 43.23 1.0% 47.23 39.19 (2.5%) (3.6%) 18.7 3.22 17.0 4.2 * Nestlé S.A. SWX:NESN 83.74 (0.1%) 86.40 71.45 14.6% 12.3% 22.2 3.13 15.5 1.5 Pinnacle Foods Inc. PF 59.36 (0.2%) 66.67 52.49 11.1% 39.8% 21.7 3.18 14.8 4.4 Post Holdings, Inc.
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