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Monsanto Earnings: Volatility Is The Name of the Game

Two comments. Jim Croce sang that song, and while I agree with your ag thesis, SYT (Syngenta) is the best way to play the trend in agricultural seed/fertilizer demand. SYT trades at a 6% forward earnings yield vs. 3.5% for MON, yet has a similar growth rate. Much better international penetration, more diversified, and higher ROIC, makes SYT the better investment at current prices, IMHO.

Monsanto Earnings: Volatility Is The Name of the Game

Two comments. Jim Croce sang that song, and while I agree with your ag thesis, SYT (Syngenta) is the best way to play the trend in agricultural seed/fertilizer demand. SYT trades at a 6% forward earnings yield vs. 3.5% for MON, yet has a similar growth rate. Much better international penetration, more diversified, and higher ROIC, makes SYT the better investment at current prices, IMHO.