Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

S&W Seed May Need A Breather, But The Potential Is Enticing

If you didn't grow up in a farm country, chances are the word alfalfa conjures images of either the off-key and cowlicked member of Our Gang or what you feed to rabbits and guinea pigs. As it happens, though, alfalfa is a large global crop worth about $8 billion a year and a major source of food for livestock. While S&W Seed Company (NASDAQ:SANW) is a very small company today, the company has big plans to grow through added acreage, new products, and improved value capture.

These shares have had an incredible run, fueled in part by an acquisition and licensing agreement with Monsanto (NYSE:MON), but likely also a sudden burst of sell-side coverage. While the...

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