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

To: E_K_S who wrote (44195)	9/3/2011 8:01:53 PM
From: Spekulatius	Respond to of 78673

re Bayer - the 750M$ is not that big of a deal for a 35B$ revenue company. I have provisioned already for the 750M$ (at least part of) per Q2 newsletter, the rest is just peanuts. Seeds have shown strong growth (~20% YoY). I like that they concentrate more on functional enhancements (improved nutritional value, value for the end customer) while MON concentrates it seed enhancement that add value to the farmer (like the RoundUp ready seeds which add convenience and yield for the farmer).