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.
Please follow this link for more:
http://www.investopedia.com/stock-analysis/062613/monsanto-has-eased-still-not-cheap-mon-dd-avd-syt.aspx
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