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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (62591)11/5/2019 8:24:04 PM
From: Spekulatius1 Recommendation

Recommended By
E_K_S

   of 78519
 
re CTVA - bought a bit today on the dip to $25, apparently due to a price target downgrade (love those opportunities). The last earnings report was a but underwhelming, but I don’t think it negates the long term margin story, which centers around much lower royalty payments for seed IP in 2022, when the Monsanto/Bay patents (roundup ready) run out.

If Roundup gets killed before that that date, it may happen sooner ,because without Roundup, the Roundup ready patent IP should be fairly worthless.
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