stonebraker

Adding Some Potash after Goldman Downgrade

...and dont forget their conviction buy list in June for Monsanto to reach 150 by year end.

Useless. I dont know who does the hiring of their interns...but they need to review which ones are writing this drivel.


On Dec 22 06:27 PM bassmaster17 wrote:

> does Goldman have anything left to downgrade? Koort made a nice
> call on Monsanto at $125 to the conviction buy list. These guys
> are useless.

U.S. Dollar: The Trade of the Decade

This article is awful. No facts - just opinion. Simply awful.

Uncle Ben Signals the End Game

Wes - I think that was Sarcasm. At least I read it that way. Re-read it as if it were saracasm and it will make more sense. ie Bush blames everyone else for his messes.




On Dec 01 08:14 PM Wes Van Winkle wrote:

> I've read some astonishing things on this site lately, but the idea
> that a recession that started in December, 2007, is somehow "Obama's
> fault" really takes the cake. In December, 2007, Obama was not only
> not the president, and not only not the Democratic nominee, he was
> in third place in the race for the Democratic nomination. So how
> exactly is he responsible for the current recession? Statements
> like this one do not exactly redound to the benefit of your credibility.

U.S. Dollar Mixed After Treasury's Announcement

I still find it difficult to understand how the dollar would benefit from a situation in which a country leveraged to its gills adds an additional 50% of liabilities to its books. At some point the ability to ever repay debt has to become a consideration here.

The New Energy Cold War: The Warsaw-Tehran Connection

Sobering perspective. We should all think long and hard about what type of leadership is best suited to take the wheel of this country during such complex times that require nuanced communications skills, strategic aptitude, a cool head, and a willingness to put thought before impulse.

Five Options Ideas: Chesapeake Energy, CIT Group, Commercial Metals, GLD, Campbell Soup

Agree- very useful and interesting information. Please continue.

Calling Today A Short-Term Bottom for Financials

Just to clarify the author's point - his title did say short term bottom. Long term - your points are valid.

Is Monsanto Really a Tech Play?

With respect to the question about I.P., monsanto has a wealth of I.P. in the genetics that they own for their seed hybrids. These genetics are generally developed internally and sometimes acquired by others, but genetic research has been a focus of their RD for the past 10 years. It is very difficult to replicate once strong genetics are developed and it is the reason that their hybrids outperform all of their competitors.