Bunge: Investment Thesis
The key test I am looking at in reviewing investment opportunities at present is the ability of corporations to survive through this COVID-19 pandemic and recover to former levels of earnings. The next test is, will the dividend likely be maintained and will a return of the share price to February 21, 2020 levels provide superior returns? For Bunge (BG) I believe, as explained further below, the company will trade through this period and come out intact on the other side. Bunge has regularly paid yearly increasing common stock dividends