Monsanto Co. (MON)
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- All Comments on MON
- General Discussion on MON
- Ten Missouri Stocks [view article]
- The Burst Commodities Bubble [view article]
- Is Agriculture Dead? [view article]
- IYK: Consumer Goods Offer Value for Investors [view article]
- Hedge Fund Tracking: Caxton Associates (Bruce Kovner) [view article]
- Which Company Should Replace AIG in the Dow? [view article]
- Van Eck's Hard Assets Producers ETF: A Better Alternative to Commodity ETFs? [view article]
- 15 Value Hedge Funds - Portfolio Update [view article]
- Monsanto Sells Controversial Milk-Hormone Unit to Eli Lilly [view article]
- Five Great Quality Companies: Are They Too Expensive? [view article]
- Buy, Sell, or Hold Fertilizer Stocks: Agriculture Bust (Part II) [view article]
- In Tech We Trust - Fast Money Recap (6/20/08) [view article]
Recent MON Articles
- Some Good News in Biotech
- Ten Missouri Stocks
- The Burst Commodities Bubble
- Is Agriculture Dead?
- IYK: Consumer Goods Offer Value for Investors
- Hedge Fund Tracking: Caxton Associates (Bruce Kovner)
- Which Company Should Replace AIG in the Dow?
- Van Eck's Hard Assets Producers ETF: A Better Alternative to Commodity ETFs?
- Have European Stocks Pulled Back Too Far?
- Monsanto Sells Controversial Milk-Hormone Unit to Eli Lilly
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Ten Missouri Stocks [view article]
My cat's breath smells like cat food. Replyengels
The Burst Commodities Bubble [view article]
i'm short mos and look forward to some decent returns, tomorrow most likely. i'm thinking - always dangerous - that tomorrow, 10/10, will be a day of hard selling. who wants to be long going into a weekend? ReplyThe Burst Commodities Bubble [view article]
The two most salient points being "nothing has changed fundementally" and it's "stupid to buy stocks based on percentage-off-their highs". MOS is a compelling long term buy, as are stocks like FLR in the E&C sector for the same fundemental reasons. But with the cuffs coming off the shorts tommorrow and Hedge Fund rendemptions looming at the end of the month, I'll sit on the cash a little while longer.Reply
guy
The Burst Commodities Bubble [view article]
I have no worries about these stocks whatsoever, regardless of their monstrous precipitous fall from grace. It figures that they were held in great numbers of Mutual Funds, Derivitives, Hedges Funds, etc, etc. and had to be sold to meet other obligational losses. When you are going down and heavily leveraged at the same time you MUST start selling off the good stuff because generally people wait too long to dump losers.....triggers or no triggers.When stocks like Monsanto can fall and other blue chips when they are perfectly healthy companies by ANY standards, the btm. line is PANIC, PANIC, PANIC being the main reason for everything going down. Reply
The Burst Commodities Bubble [view article]
This emphasizes the importance of ALWAYS having an exit strategy in place for your positions at all times. Use one that's intelligent and will constantly adjust to the stock's behavior and overall market conditions. So that you can keep losses to a minimum yet ride the profits as the trend forms. ReplyThe Burst Commodities Bubble [view article]
Felix,I read you often enough to know you don't believe that commodities was a bubble. You're just baiting the hook.
Good comments Reply
The Burst Commodities Bubble [view article]
The whole commodities "bubble" theory was phony baloney. Companies with good earnings and solid fundamentals in markets of high demand are SUPPOSED to rise in price. That's what happens in a healthy market. There was no need for a "correction" because nothing was incorrect.This crash was brought on something else. I suspect market manipulation of a high order --hedge fund mischief, short selling sleaze, fake pronouncements by by fat cats looking to clean up at the top and the bottom.
This wasn't about worthless overpriced stocks reaching their true value (as in the Dot Com Bubble) -- it was about good stocks being driven into the ground by sleazy manipulative crooks. Reply
Huneycutt
The Burst Commodities Bubble [view article]
I definitely agree. I thought some of the financials looked attractive during the summer (CTBK, STI, MTB, UB) but now that there has been a price correction, I'd keep away from them again. The future won't be nearly as bright as the past.This whole commodities bubble and subsequent burst has to be one of the most insane things I've ever seen in the market. In a period of roughly 8-10 months, we've seen stocks with 3 to 6-fold increases in prices followed by an almost equally dramatic fall. Yet, there have not been very many dramatic changes in regards to fundamentals.
This market feels more like the market from the 19th Century where boom and bust cycles would hardly be a year apart. Reply
The Burst Commodities Bubble [view article]
The Genie in my Bottle of Smoke says that the stories about fertilizers that were being told a half year or more ago were not all fiction. Food production will matter again and soon. Spring is planting and fertilizer application season.We are in deep water and fast currents but it is partly illusion. The Credit Suisse Chart of Mortgage Resets shows the flight plan. Right now every day is worse than yesterday and the water goes down into the stygian dark depths. But the water is not as deep as it seems. The flight plan says we are almost halfway through this Fall Nightmare. The Market Crash scheduled for August 14 took until the end of September to happen; it will all be better than expected because the chaos was held off by the strength of the overall economy for a lot longer than the Fates expected. The Powers-That-Be are working hard at doing their thing. Two more weeks to November; then we will not be safe quite yet but there will be some sense of solid bottom and we will be able to begin resuming breathing.
There may or may not be a Christmas gift, but certainly a Chinese (Lunar) New Year's gift. The flight plan says by then it will be back to much like this past mid-summer with no more mountains to cross. If the big boys will just behave for awhile, it will be a rough road for a very long time but it will be over. Now and for the next week or two is probably the best time for (us) little guys to glom onto some cheap (affordable) stuff before the stock prices turn into helium balloons again. Reply
Is Agriculture Dead? [view article]
I just lost 10% of my portfolio (on paper), trying to "catch a falling knife," with POT. I bought in at $130 and then, bought more, at $100, hoping for a bounce. I am on margin, now and all that I can do is hold. I get impatient and want to see gains, overnight... Maybe now, I can relax and stop fretting over my portfolio. There's a lot less to worry over, that's for sure! :-) ReplyIs Agriculture Dead? [view article]
The problem is that no one wants to admit the the ag play is over and done with. Too many people remain skeptical just like it was on the way up. No lasting reversal can come from this type of sentiment. ReplyIYK: Consumer Goods Offer Value for Investors [view article]
I posted this in a couple of other places but thought I would place here as wellA one hour interivew of Warren Buffett by Charlie Rose - October 1, 2008. (The bail out will make money if you buy at market)
video.google.com/googl...
If the above link does not work try this one
www.charlierose.com/gu...
Reply
IYK: Consumer Goods Offer Value for Investors [view article]
Also consider the Global ETF version - KXIThere are lots of great consumer staples companies outside the US as well. Reply
Hedge Fund Tracking: Caxton Associates (Bruce Kovner) [view article]
Time will prove thatThis deal will be profitable the SMARTEST FINANCE GUY Buffett said it will MAKE the TAXPAYERS MONEY, Those who bought Ko at 49.99 MO at 19.72 and Pm at 49.50 this week will EASILY make double digit annual returns DESPITE all this doom and gloom .Be greedy when others are fearful and BUY QUALITY at discount prices ReplyWhich Company Should Replace AIG in the Dow? [view article]
The 3 US energy majors should all be included -- COP is the one. Reply