cheapstockhunter

Agricultural Commodities: Profiting From Supply and Price Increases

Syngenta is 17.5x forward earnings and trades at about 50% of Monsanto's multiple. I think that is fairly attractive for a firm with higher profitability (as measured by ROIC)...Also, a string of new "biotech trait" products (double & triple stack) in 2007&8 provide a reasonable catalyst.....Disagree with your conclusion on Syngenta...Also, Mosiac sells much more commoditized products than SYT or MON, just look at the R&D spending. The higher value-add products like seeds and pesticides sell for 20-60$ per acre, and nitrogen&phosp... products have much lower margins....Lasly I think ADM should see margin compression in its ethanol business, offsetting the expansion in its other businesses. Just my humble opinion.