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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Mr.Gogo who wrote (39447)	9/28/2010 12:12:44 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78704

MON: Sold my shares earlier this year after seeing MON's earnings fall from Chinese generic competition to Monsanto's Roundup herbicide. I hadn't realized the extent to which MON's profits depend on these chemicals. peacecountrysun.com MON at current price is too expensive for me for a value play. (jmo)

To: Mr.Gogo who wrote (39447)	9/28/2010 12:34:06 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78704

Fwiw, I did step up this morning for a few tracking shares of Bunge (BG) which is in the agriculture/food business. BG's been profitable every year for the past decade, sells at a forward p/e at 11-12, and at .87 of book value. Book value growth has been erratic, but up over time. I look for the stock to sell at 1.2x book value or greater, where it's sold when the stock's been in more favor. P/sales now is somewhat below what its been over the past few years. Small dividend while waiting. finance.yahoo.com