Wednesday, June 26, 2013

Investopedia: Monsanto Has Eased Off, But Still Not Cheap

Monsanto (NYSE:MON) generates a huge volume of press and public interest, but the reality is that the public bickering about GM crops has very little quarter-quarter impact on the decisions that farmers make in the U.S. and Latin America. The bigger issue for Monsanto, frankly, is that crop plantings seem to be coming in lower overall than expected and more of the earnings story revolves around the volatile and unreliable herbicide business. Though I continue to see Monsanto as a core holding, expectations for this company are not what I'd call conservative and investors may want to see how this apparent reallocation away from ag stocks plays out before stepping in to buy.

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