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Strategies & Market Trends : Value Investing

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Lazarus
To: Lazarus who wrote (61242)8/29/2018 4:11:29 PM
From: E_K_S1 Recommendation  Read Replies (1) of 78774
 
S&W Seed Company (SANW) - starter position today at $3.10/share

I like their overall concept of hybrid seed used in bio fuel. Could see their exit plan selling and/or licencing to large seed grower/manufacturer. Company located near U.S. Davis one of the US AG extension schools (and my alma mater, class of 80).

Have added this to my AG basket of stocks. Looking to add more ADM and other Ag related companies especially w/ U.S. Ag production (highest ever U.S. soybeans & Corn) and little to no tariffs by Mexico.

My value theme is to build my Ag basket of U.S. stocks and sell some Oil/NG stocks to finance the portfolio position.

I did verify that SANW is selling 16% below stated BV. Company still loses money so this position is all about future potential of hybrid seed development.

EKS
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