anopenmind

Is Monsanto a Template for Agribusiness?

..."the entire ag sector represented by the fund (MOO) have been languishing in a trading range since last fall."...Hello. Has not most other segment funds languished since last fall? Still, when we look at major individual stocks in the fund, any that have not performed well in past, have pretty good balanced sheets today, and very likely will perform well during next several years? This segment is not the U.S. autos, airlines, nor many other segments that may need years before getting out of ruts. Perhaps Y2009 less product will be consumed, as population continues to grow, but Y2010 and beyond?

Cramer's Stop Trading! Is Obama's Honeymoon Over? (1/7/09)

Another possible reason Monsanto is performing; Ag's in general. Jan 9 WSJ "Stocks in the News" and "The Good News". Of four listed, Deere +5.9% Thurs close, and note "Bernstein Research said the farm-machinery firm should perform well this year and next, predicting the market for agriculture products will be stronger than expected". Well, perhaps "experts" expecting people to stop eating? If Deere is to do well, why not Monsanto, POT, MOS, others?