I do not hold CKF as while I've been interested in it for months, I perceive - perhaps incorrectly - that 'I've missed the boat' due to its great recent share price performance.
That said, I posted this with other stocks mentioned (of which I hold five of the eight, just by chance or good research, who knows?) so only fair that you holders also see it if you didn't read the 'AFR' article:
The two paragraphs below are a direct cut and paste from 'HC' contributor dabozza, whose posts are insightful.
I didn't see the article in the 'AFR': had I, I'd have bought the paper.
Note the mention of CKF even if as dabozza mentions, 'brokers' consensus' opinions can be problematical.
Do (to be cynical) any of these brokers (to put it nicely) have a fiduciary relationship with any of the companies highlighted?
Nonetheless, it's an amalgam of multiple brokers' thoughts, so interesting...
'Chanticleer / Financial Review had an article on the most 'undervalued' stocks of 2021 to watch based on price vs brokers consensus. Sure there are some issues with that metric, but AFR was pretty good at highlighting the pros and cons of it...
While the article talked about gold as the main area of consensus undervalued stocks, I thought the food and agriculture was more interesting. You have A2Milk (11th), Elders (12th), Tassals (18th), United Malt (23rd), Collins Food (28th), Inghams (32nd), Nufarm (38th), and Bega Cheese (45th) in the top 50'.
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