Sunday, August 10, 2014

Seeking Alpha: S&W Seed Company Still Building Toward Big Things

Sometimes it's better if a company can do what it needs to do without investors flipping out over every quarterly report or speculating on long-distant product opportunities. I believe that is particularly true in the case of agriculture, where it is pretty much impossible to accelerate the growing seasons and where companies deal with a customer base that is notoriously stubborn and risk-averse.

That brings me back around to S&W Seed Company (NASDAQ:SANW). This company had a pretty exciting 2012 and 2013, due in part to enthusiasm over the company's efforts to grow stevia but also do to general excitement over most things in the agricultural sector. With less bullishness in ag stocks, as well as setbacks in the stevia efforts and investors realizing that a shift toward new alfalfa seed varieties wasn't going to happen in a couple of quarters, the shares have settled down to a +/- 10% range in 2014. While there are still valid questions as to whether the company's efforts to expand into dormant varieties and introduce new tropical, salt-tolerant, and Roundup Ready seeds, I think this is still an interesting long-term opportunity.

Read the full article here:
S&W Seed Company Still Building Toward Big Things

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