Replies to post #93848 on Biotech Values

[DewDiligence]

Based on MON's new earnings guidance I wouldn't be surprised if it traded in the low $60's (maybe even high $50's) sometime over the next 9-12 months, as it trades more in line with the general market.

The valuation reset already occurred, IMHO. Even after all the bad news, MON is a credible mid-teens EPS grower. There are not many large-cap companies who can say that. Regards, Dew

[DewDiligence]

One of MON’s independent directors bought 2K shares on the open market last week @67.26:

http://sec.gov/Archives/edgar/data/1110756/000111078310000023/xslF345X03/edgar.xml

This is not a huge amount of money, but neither is it chopped liver. It’s nice to see that an insider thinks the stock is undervalued.

[DewDiligence]

Based on MON's new earnings guidance I wouldn't be surprised if it traded in the low $60's (maybe even high $50's) sometime over the next 9-12 months…

Closed today at 58.87. Good call.