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

To: Paul Senior who wrote (39453)	9/29/2010 11:47:26 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78705

re MON not only were they very dependent on the now generic Roundup herbicide profits but even worse they priced their 2nd generation roundup resistant seeds too high and are now loosing market share to competitors. They have to backpaddle on pricing and gain back lost customers (who are pretty upset about Monsanto now), which won't be easy. Now from a value perspective, that outfit trades for 20X earnings which is a whole lot to pay for a damaged franchise nowadays. Now for 30$, I would take a chunk, but 48$/share, i'll pass.