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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (35372)	9/16/2009 12:46:45 PM
From: E_K_S	Read Replies (1) of 78752

Hi Paul - RE: MON and their seed business. Growth s/b at least 15% but MON never sold off as much as DD. I suspect MON will stay steady and the new money may find it's way into DD (buying into their Pioneer Hi-Bred seed division) until DD gets too expensive (above $40/share). MON still owns the market share in the world wide seed business and is very profitable. DD is growing this business at the margins and may be taking a very small amount of share from MON. finance.yahoo.com From InPlay this AM EI DuPont de Nemours & Co. (DD) DD reaches a new recovery high trading above $34. 10:47AM DuPont expects the DuPont seed business Pioneer Hi-Bred to grow 15% in 2009 (DD) 33.72 +0.55 : Co expects the DuPont seed business Pioneer Hi-Bred to grow 15% in 2009. Co has committed to grow compounded annual earnings by greater than 15 percent through 2013. Pioneer gained more than two points of the seed corn market share -- the industry's largest gain -- in North America this year. It also increased its leading position in the North America soybean market by three points and gained five points of share in the Canadian canola seed market. "Strong demand for elite Pioneer products in the Southern Hemisphere, despite an expected reduction in the total amount of corn planted, suggests a record year for Pioneer on the whole," said Schickler. "We are certainly on track with our commitment to grow our global seed corn market share by one to two points." ============================================================== My value play is the growth in soybean production specifically in Brazil. I am levered up on Ultrapetrol (Bahamas) Ltd. (ULTR) which supplies the barges and port services to move these soybeans to China. Stock finally breaking out to new recovery highs (@ $5.50/share) today (low volume not too good). Next target of resistance is $7.40.share. EKS

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