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.

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.