I work for an agriculture commodities trader for the last 15 years. Increasingly convinced that various assets classes have been inflated last 6-10 years viz. real estate, stocks, bonds, currency, gold, metals, oil but agro commodities and water are the scarce commodities. I believe that the investor capital beast will soon ply into these, in it's everlasting search for creating a bull run to profit from.
Monsanto and similar stocks would be a good corollary for such a build up. Invested a small amount $ 80 levels to track and keep an active interest. P/E is high at 20. But not too many competitors in their game. Will be worth building a portfolio if it reaches 75/76 in current corrections. Down today but recovering.