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Superfly15

04/29/12 9:35 PM

#4844 RE: DewDiligence #4842

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.