Core Viewpoint - The article emphasizes the importance of long-term stock valuation strategies over short-term price movements, which are often influenced by market sentiment and narratives rather than fundamental performance [2]. Group 1: Investment Strategies - The Cyclical Investor's Club (CIC) focuses on All-Weather-Growth strategies that are designed to be sensitive to economic and market cycles while aiming for long-term growth [2]. - The CIC strategies aim to reduce the risk of losses without compromising medium and long-term portfolio returns [2]. Group 2: Market Dynamics - Short-term stock price movements are primarily driven by stories, sentiment, and the trajectory of revenue and earnings, rather than true long-term fundamentals [2].

Core Insights - The article introduces Alexandru Draghici as a new contributing analyst for Seeking Alpha, inviting others to share investment ideas for publication and potential earnings [1] Company and Industry Summary - The analyst expresses a focus on identifying undervalued opportunities in simple, stable businesses, emphasizing that historical performance is a reliable indicator of future results [2] - The article highlights the analyst's beneficial long position in ADM shares, indicating a personal investment interest in the company [3]

Financial Performance - Revenues for the year ended December 31, 2024, were $85,530 million, a decrease of 8.5% from $93,935 million in 2023[342] - Gross profit decreased to $5,778 million in 2024 from $7,513 million in 2023, reflecting a decline of 23.1%[342] - Net earnings attributable to controlling interests fell to $1,800 million in 2024, down 48.3% from $3,483 million in 2023[342] - The company reported a comprehensive income of $1,278 million in 2024, down from $3,485 million in 2023, indicating a decline of 63.3%[344] - Net earnings for 2024 were $1,779 million, a decrease of 48.7% from $3,466 million in 2023[350] - Net cash provided by operating activities decreased to $2,790 million in 2024 from $4,460 million in 2023, representing a decline of 37.5%[350] - The Company reported a closing balance of redeemable non-controlling interests of $253 million as of December 31, 2024, down from $320 million in 2023[417] - The Company’s net earnings for 2024 were $2.036 billion, down 17% from $2.452 billion in 2023[501] Assets and Liabilities - Total assets decreased to $53,271 million in 2024 from $54,631 million in 2023, reflecting a reduction of 2.5%[348] - The fair value of long-term debt decreased to $7,055 million in 2024 from $8,557 million in 2023, with a market risk of $271 million due to increased corporate bond interest rates[337] - The fair value of total assets as of December 31, 2024, was $10.066 billion, compared to $10.104 billion in 2023, indicating a slight decrease[1] - The fair value of total liabilities as of December 31, 2024, was $1.714 billion, down from $2.421 billion in 2023, showing a significant reduction[1] - The total long-term debt, including current maturities, was $8.254 billion as of December 31, 2024, slightly down from $8.260 billion in 2023[514] - The fair value of the Company's long-term debt, excluding current portion, was estimated at $7.1 billion as of December 31, 2024[515] Cash Flow and Investments - Cash and cash equivalents decreased to $611 million in 2024 from $1,368 million in 2023, a decline of 55.3%[348] - Net cash used in investing activities rose to $2,702 million in 2024 compared to $1,496 million in 2023, indicating an increase of 80.8%[350] - The total cash, cash equivalents, restricted cash, and restricted cash equivalents at the end of 2024 was $3,924 million, down from $5,390 million in 2023, a decrease of 27.3%[350] - The Company had $13.0 billion in lines of credit as of December 31, 2024, with $9.1 billion unused[518] - The Company utilized $2.0 billion of its $2.8 billion accounts receivable securitization program as of December 31, 2024[520] Expenses and Costs - The company incurred asset impairment, exit, and restructuring costs of $545 million in 2024, compared to $342 million in 2023[342] - Research and development costs for the year ended December 31, 2024, were $269 million, an increase from $256 million in 2023 and $216 million in 2022[410] - Aggregate amortization expense for intangible assets was $266 million in 2024, an increase from $234 million in 2023[513] - Total compensation expense for stock option grants and related awards was $74 million in 2024, a decrease from $112 million in 2023[523] Acquisitions and Goodwill - The company acquired Revela Foods, Fuerst Day Lawson, PT Trouw Nutrition Indonesia, and Totally Natural Solutions for a total cash consideration of $948 million in 2024[1] - Goodwill recorded from acquisitions amounted to $557 million, with $373 million expected to be tax-deductible[1] - The Company recorded a goodwill impairment charge of $137 million in 2023, primarily related to the Animal Nutrition reporting unit[509] Market and Risk Management - The company has established metrics to monitor market risk exposure, including volumetric limits and value-at-risk (VaR) limits, with VaR calculations monitored weekly[332] - The average position for commodity risk showed a fair value of $168 million in 2024, with a market risk of $17 million from a hypothetical 10% adverse price change[333] - The Company hedged between 12% and 31% of its monthly corn grind over the past 12 months, with designated hedges representing between 9% to 26% of anticipated monthly grind for the next 12 months as of December 31, 2024[478] - The company hedged between 41% and 74% of its anticipated monthly natural gas consumption over the past 12 months, with designated hedges representing between 35% and 50% for the next 12 months as of December 31, 2024[480] Stock and Dividends - Share repurchases amounted to $2,327 million in 2024, down from $2,673 million in 2023, a reduction of 12.9%[350] - Cash dividends paid increased to $985 million in 2024, compared to $977 million in 2023, marking a rise of 0.8%[350] Other Financial Metrics - The Company recorded bad debt expense of $(16) million, $6 million, and $88 million for the years ended December 31, 2024, 2023, and 2022, respectively[372] - The closing balance for estimated uncollectible accounts decreased to $167 million in 2024 from $215 million in 2023[373] - Total inventories as of December 31, 2024, were $11,572 million, a decrease from $11,957 million in 2023[375] - The Company capitalized interest on major construction projects in progress of $32 million for both 2024 and 2023[395]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The service offers a free two-week trial for potential investors to explore exclusive income-focused portfolios [1] Group 2 - The author emphasizes a cautious approach towards overvalued stocks, suggesting that opportunities will arise when market conditions change [2] - The investment strategy is centered on defensive stocks with a medium- to long-term investment horizon [2]

Group 1 - Over 60% of the Fortune 500 Industry Leaders (F500IL) are considered too expensive or have low dividends [1] - Three of the ten lowest priced F500IL are identified as potential buying opportunities [1]

Archer Daniels Midland (ADM) has been beaten down lately with too much selling pressure. While the stock has lost 6.8% over the past four weeks, there is light at the end of the tunnel as it is now in oversold territory and Wall Street analysts expect the company to report better earnings than they predicted earlier.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This is a momentum oscillat ...

The DividendRank formula at Dividend Channel ranks a coverage universe of thousands of dividend stocks, according to a proprietary formula designed to identify those stocks that combine two important characteristics — strong fundamentals and a valuation that looks inexpensive. Archer Daniels Midland presently has an excellent rank, in the top 25% of the coverage universe, which suggests it is among the top most "interesting" ideas that merit further research by investors.10 Oversold Dividend Stocks »But mak ...

Shares of Archer-Daniels-Midland (ADM -5.06%) were moving lower Tuesday after the agricultural giant posted disappointing results in its fourth-quarter earnings report.As of 10:37 a.m. ET, the stock was down 2.8% on the news. ADM comes up shortTracking with big food peers such as ConAgra, ADM came up short in the quarter, blaming softer market conditions. Revenue in the quarter fell 6.5% to $21.5 billion, which missed estimates at $22.77 billion. In its processing business, which includes oilseeds and corn, ...

Archer Daniels Midland Company (ADM) posted mixed fourth-quarter 2024 results, wherein the bottom line beat the Zacks Consensus Estimate but the top line missed. Both metrics declined on a year-over-year basis.Adjusted earnings of $1.14 per share surpassed the Zacks Consensus Estimate of $1.07. However, the figure decreased from earnings of $1.36 per share in the year-ago quarter. On a reported basis, Archer Daniels’ earnings were $1.17 per share, up 10.4% from the year-ago quarter’s $1.06.Stay up-to-date w ...

ADM reported mixed Q4 earnings, meeting EPS expectations but missing revenue estimates.Archer-Daniels-Midland (ADM -3.68%), a leading global food processing and commodities trading corporation, released its fourth quarter 2024 earnings on Feb. 4. The company reported adjusted earnings per share (EPS) of $1.14, in line with Wall Street estimates. However, total revenue fell short at $21.498 billion compared to the forecast $22.772 billion. This revenue miss marks a significant deviation from expectations, in ...