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  • Whole Foods, Wal-Mart And The Coming Commoditization Of Organic Grocers [View article]
    Well-written article, Mr. Scott.

    I believe a overlooked factor in the conundrum that Whole Foods is in with Walmart "entering their space"--organic, is the rise in consumer demand for non-GM food (not necessarily meeting all the stringent requirement of organic)

    In my article last week on "Digesting the GMO Food Controversy and What It Means for Your Investment Portfolio",

    it was noted that non-GM is deemed by many consumers to be healthier but need not be as expensive as organic. In my view, Whole Foods will be increasing their non-GMO processed foods and direct-to-market produce suppliers to capitalize on the new frontier that Whole Foods operates so well in.

    Walmart will most likely not pursue providing a wide selection of non-GMO offerings, whereas Whole Foods will because they can focus on another alternative for healthy food--non-GMO-- and maintain their pioneering market position.
    Jul 14, 2014. 11:47 AM | Likes Like |Link to Comment
  • Digesting The GMO Food Controversy And What It Means For Your Investment Portfolio [View article]
    The last thing I thought the article would prompt is a reference to racism. I must say that I am speechless.

    But let me try any way.

    Since GMO was introduced, there have been those that warned that there had not been enough study on the long term effects of ingesting GM produce and processed foods using GM products.

    From twenty years ago. Hardly a "fad".

    If anything, this "fad" has matured into a much broader, and louder, movement to request that GM products be merely labeled so that consumers can decide for themselves what risk (perceived or otherwise) they are willing to take.

    Check the graphic in the article. There were few crops that were GM twenty years ago. Now there is a much broader spectrum of crops that are GMO. And corp is a staple crop that is used in all sorts of foods--not just corn niblets. It is in sweetners, starch etc.

    If you were a mother of a two year old and had a CHOICE (through labeling) of trying to minimize the inclusion of GM produce in your child's diet, would you try? Or would you just ignore the labeling and party on?

    With no concern of what the health of your child's health may be in thirty years?

    To bring up race is to bring up the obvious economic factor in play. Organic is more expensive than GM. And non-GM is less expensive than organic but more than GM. If you are a family on a challenging budget, you may decide to take solace in the fact that the GM groceries are on the shelf and "just
    trust the government."

    But, if you have the economic option (able to afford)-white, black, hispanic or Asian--you may want to do an internet search on FDA reversals on pharmaceutical and medical device approvals. Here are ten examples:

    The Feds do make mistakes.
    Jul 12, 2014. 02:03 PM | 2 Likes Like |Link to Comment
  • Digesting The GMO Food Controversy And What It Means For Your Investment Portfolio [View article]
    Thank you for the feedback.

    It is interesting how we take the "findings" of the SDA and FDA at face value and forget that the FDA has pulled numerous drugs from the market after it was determined that the pharmaceutical or medical device was proven to be harmful AFTER market approval.

    This article was published yesterday:
    Soybean growers take second look at non-GMO varieties

    The debate will continue. But when it comes right down to it, the bottom line will shift many farmers to look at going back to non-GMO as the pesticide input demands increase.
    Jul 10, 2014. 04:17 PM | 1 Like Like |Link to Comment
  • Digesting The GMO Food Controversy And What It Means For Your Investment Portfolio [View article]
    You are correct. It has been corrected and thank you.
    Jul 10, 2014. 02:28 PM | 1 Like Like |Link to Comment
  • Whole Foods up on buyout chatter [View news story]
    Anyone who is aware of the Whole Foods culture knows that they will not be acquired.
    Jun 5, 2014. 09:24 PM | Likes Like |Link to Comment
  • Does Herbalife Think The FTC Is Dumber Than A Bag Of Hammers? [View article]
    Well written article.

    The question may be HOW MUCH of a company's revenues has to be from product sales versus sales from selling distributorships to avoid the Ponzi scheme label?
    Jun 4, 2014. 08:07 PM | 1 Like Like |Link to Comment
  • Short MannKind On Afrezza Approval? [View article]
    Short Interest as of 5/15/2014 is 68,035,239 shares. A cautious strategy may be to buy the shares and sell July 10 calls.
    May 27, 2014. 08:02 PM | Likes Like |Link to Comment
  • How Monsanto Can Prevent Investors From Planting The Seed Of Doubt [View article]
    The assumption that using GMO seeds is net, net positive when taking into account everything such as nutritional value of the food produced, the effects on the health of the consumer, the increase in pesticide and herbicide inputs from what was expected in the earlier adoption of GMO and the yields may be flawed.

    Monsanto understandably is aggressively protecting their franchise. But the concern is there in the eyes of the consumers AND more and more farmers who are seeing the health of their farm soil deteriorating.
    May 27, 2014. 10:06 AM | Likes Like |Link to Comment
  • Monsanto's Future Looks Promising [View article]
    I believe it is foolish to believe there will not be more non-GMO food production--and that production will come from farmers currently using GMO seeds from Monsanto. Even if there was just a 10% swing in corn production from 90% GMO in the US to 80%, Monsanto will feel that.
    May 26, 2014. 08:13 PM | Likes Like |Link to Comment
  • The Fresh Market: A GARP No-Brainer In A Fabulous Market [View article]
    The non-GMO movement is beginning to gain traction and will, in my opinion, be the source of additional revenue growth fro companies like WFM and TFM and Sprouts. Non-GMO food production is going to rise based on consumer demand. And the proponents for non-GMO are these companies and will highlight this new category of food.
    May 26, 2014. 02:56 PM | 2 Likes Like |Link to Comment
  • How Monsanto Can Prevent Investors From Planting The Seed Of Doubt [View article]
    It is becoming increasingly obvious to many farmers that their farm's soil has not benefited from Monsanto's GMO farming practices including the use of Roundup as a herbicide. Earthworms are well-nigh non-existent in a GMO field. The root systems of GMO crops exhibit drought vulnerability. The nutritional value of the GMO food we are eating is coming under more scrutiny.

    This is not to say there will be a wholesale abandonment of GMO food production. But the writing is on the wall for GMO use to be slowing and most likely decrease in the years to come as GMO labeling will provide premium pricing to many farmers interested in leaving the Monsanto fold.

    Companies assisting farmers in renewing the soil's health by returning to conventional (non-GMO) seeds are the most promising for investment returns in the agriculture sector--mostly because they are still small and this trend is relatively young.
    May 26, 2014. 12:31 PM | Likes Like |Link to Comment
  • Whole Foods Market Pessimists Are Heroes To Smart Investors [View article]
    Whole Food's "Enterprise Value" resides in its market position as the
    first and most successful professionally run grocery chain to capitalize on the prescience that more consumers will be willing to be proactive in keeping themselves healthy by shifting to healthier foods. First, it was organic. Now, non-GMO is a another rapidly growing sub sector of the grocery market.

    Consumers demanding better food will have to pay for it, but Whole Foods is well-positioned to be the "go to" place for non-GMO.

    Whole Foods is NOT interested in what suppliers are using GMO and what suppliers are not.

    Their GMO labeling decision of last year (requiring suppliers to label GMO or non-GMO by 2018) is a prelude to requiring non-GMO if those food sources can be identified.

    And Whole Foods is ahead of the game again.
    May 26, 2014. 12:20 PM | Likes Like |Link to Comment
  • Why Monsanto Remains A Strong Buy [View article]
    There may be an effect on Monsanto. If GMO labeling results in an increase in demand for non-GMO ingredients, food processors will be scouring food produces (farmers) for non-GMO crops. A significant portion of Monsanto's revenue is derived from the year to year recurring revenue from the sale of their proprietary (GMO) seeds.

    As farmers realize there would be a demand with premium pricing potential, there will be a decrease in GMO seed sales as some farmers convert back to non-GMO to capture that growing and potentially lucrative market place.
    Apr 25, 2014. 02:01 PM | Likes Like |Link to Comment
  • Further Research Into Whole Foods Market [View article]
    Whole Foods Market commits to full GMO transparency by giving supplier partners five years to source non-GMO ingredients or to clearly label products with ingredients containing GMOs.

    Today, we stood up for the consumer’s right to know by announcing that all products in our US and Canadian stores containing genetically modified organisms (GMOs) must be clearly labeled within five years. We heard our customers loud and clear asking us for GMO labeling and we are responding where we have control: in our own stores.

    We are the first national grocery chain to set a deadline for full GMO transparency. By 2018, we will require our supplier partners to label products containing GMO ingredients, and we will work in collaboration with them as they transition to sourcing non-GMO ingredients or to clearly labeling products with ingredients containing GMOs.

    This is a complicated issue, and we wanted to give our supplier partners enough time to make this change. Fortunately, many of our suppliers are already well on their way to moving to Non-GMO ingredients and a good number are already there. While five years is the deadline, we know there will be progress much sooner and we plan to announce key milestones along the way.

    The prevalence of GMOs in the US paired with nonexistent mandatory labeling makes it very difficult for grocery stores to source non-GMO choices and for consumers to choose non-GMO products. Yet we know our customers care passionately. In fact, Non-GMO™ Project verified products are among the fastest growing sellers in our non-perishable grocery category.

    For many years, we’ve sourced our 365 Everyday Value products to avoid GMOs in their plant-based ingredients and in 2009, we began putting this line through the Non-GMO Project verification program and encouraged our grocery supplier partners to do the same. Whole Foods Market currently sells 3,300 Non-GMO Project verified products from 250 brands, more than any other retailer in North America. We will continue this important work and our customers will see more and more Non-GMO Project Verified labels on products throughout our stores.

    While the US and Canada still have no labeling laws, more than 60 countries do. However, many US states are currently considering mandatory labeling initiatives, like the one in Washington state, where 500,000 citizens signed a petition last year to move the initiative the next step to their state legislature for consideration. Whole Foods Market supports that ballot measure in Washington and hopes it and other such state initiatives will finally lead to one uniform set of rules in support of the consumer's right to know. There are also efforts that have made GMOs now part of a national conversation., for instance, has collected over 1.5 million signatures in support of mandatory federal labeling. And while we are encouraged by the many mandatory labeling initiatives, we are committed to moving forward with our own GMO transparency plan now.

    Until the GMO labeling requirement is fully effective, shoppers can rely on Non-GMO Project verified products and certified organic products if they want to avoid GMOs. The US National Organic Standards prohibit the intentional use of GMO seed in the production of organic crops. As a pioneer in the US organic food movement for the past 32 years, we offer thousands of organic products, the largest variety in the country. To ensure a growing supply of non-GMO options for our customers, we are stepping up our support of organic and certified products, and we are growing the non-GMO supply chain with our supplier partners.

    We are as excited about this announcement as we are dedicated to supporting transparency and our customers’ right to know what’s in their food.
    Apr 24, 2014. 07:48 AM | Likes Like |Link to Comment
  • Why Monsanto Remains A Strong Buy [View article]
    There is no punishment in informing your consumer of your ingredients being GMO or non-GMO. And the information may be important to a growing sector of the consumer market. Farmers are becoming skeptical of the "benefits" of GMO food production, yet are cautious about returning to natural farming practices because of the uncertainty of the demand and pricing premiums possible in non-GMO food.

    What is so wrong with letting consumers decide what they want and what they are wiling to pay for?
    Apr 24, 2014. 07:43 AM | Likes Like |Link to Comment