They don't all work out. Monsanto (MON), first discussed here on June 15, 2009 at a price of $84.97, has been stopped out.

Monsanto's dip this spring warranted caution during the March review, as shares had dipped below the key, 50-day moving average.

At that time, the calculation argued that emerging market demand and next-generation seeds would fuel market share gains, and spark a reversal in the stock's fortune.

This was a banner year for corn yields, and the rising demand of corn for ethanol production has also kept the price of corn high. At the same time, however, there is some consensus among experts that in the coming years, the amount of farmland currently devoted to corn production will become lower as more acres are planted with soybeans instead.

How can you, the investor, find the opportunity here? The answer lies in finding a company that helps farmers get more corn out of less acres, and Goldman Sachs (and I!) think that Monsanto Company (NYSE: MON), the world's leading producer of bioengineered seeds for the commercial farming market, is just that company.

Monsanto maintains its position as market leader by staying well ahead of its competition in the research and development of seed technology that create crops that are high yield, resistant to herbicide and bug resistant -- creating a product so advanced that many of the company's competitors choose to work with Monsanto, either via co-development deals or straight licensing of the technology, instead of trying to compete against it.