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Re: DewDiligence post# 4842

Sunday, 04/29/2012 9:35:37 PM

Sunday, April 29, 2012 9:35:37 PM

Post# of 30493

Thus, despite a somewhat stretched valuation on a raw-P/E basis, MON is one of the largest holdings in the institutional portfolio I manage and is also a sizable holding in my personal account.



DuPont should be another benefactor in this same general field. I prefer the yield too.

Disclosure :: I have held some for about 10 years now.

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