The premise for owning MON was well-covered in the 5/8/13 presentation at the Wells Fargo conference by Kerry Preete (EVP, Global Strategy): http://cc.talkpoint.com/bern001/052913a_ad/?entity=24_57Q2MFV The webcast slides (http://cc.talkpoint.com/well001/050813a_hr/?entity=11_VC4QIBR ) have unduly busy graphics, IMO, so I recommend just listening to the audio, which has plenty of detail.