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Replies to #96037 on Biotech Values
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maharajah

05/19/10 9:09 PM

#96040 RE: DewDiligence #96037

Shh...
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Biowatch

05/19/10 11:34 PM

#96052 RE: DewDiligence #96037

"It is impossible for us to dollarize the increment to gross profit from each and all of the above"

Is that a word?

Also, "raising the intensity of corn-seed/acre by 2%-3% per year"

There's a limit there, if only for the need for space to allow fertilizers and sunshine.

"Excitingly, moreover, in a couple of years Monsanto expects..."

"sell-side report..."

Aren't these words red flags in your book?

I know you liked MON around $70, but with a target of $65, have you changed your mind?
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jbog

05/20/10 10:03 AM

#96073 RE: DewDiligence #96037

""""A Buying Opportunity in Monsanto?"""

While Mon looks very nice at this point, I think I'll take the summer off from buying any new equities.

It's nasty out there.