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Monsanto: Pull-back is Buy opportunity

Posted Oct 6th 2009 6:00PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy

Monsanto's (NYSE: MON) stock has not cooperated since the June 15, 2009 Buy recommendation, as the shares have drifted about 10% lower.

Still, nothing has changed regarding MON's value proposition, hence I'm Reiterating my June 15, 2009 Buy recommendation, when shares were at $84.97. Higher-value-added, next-generation seeds will see substantial demand increases as the economic recovery progresses. Moreover, there is ample room to expand international sales, as emerging markets continue to develop their agriculture sectors and seek higher per acre yields.

Continue reading Monsanto: Pull-back is Buy opportunity

When will Monsanto regain its Street-beating ways?

Posted Sep 14th 2009 12:00PM by Mark Fightmaster (RSS feed)
Filed under: Earnings reports, Forecasts

I was reading through some articles this weekend, when I found one from BusinessWeek, questioning the viability of herbicide producer Monsanto Co. (NYSE: MON).

The article focuses on the past six months, a period when MON shares have lagged behind the broader market, and then wonders if the stock is still a viable long-term investment. The story was prompted by last Thursday's earnings forecast for $3.10 to $3.30 per share in fiscal 2010, which was well short of the $4.10 that the Street expects.

Continue reading When will Monsanto regain its Street-beating ways?

Monsanto provides the seeds of success

Posted Jun 15th 2009 4:40PM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy

Monsanto Company (NYSE: MON) is another one of those demonstrated business companies that was treated rudely by Wall Street in 2008. Pushed to highs over $130 during the commodities mania of 2008, the Street then proceeded to take shares to the mid-$60s. Rational? Hardly.

Hopefully, rationality will re-assert itself in the years ahead. In general, analysts see 6-9% revenue growth for FY2009, led by stable corn and soybean seeds sales.

Continue reading Monsanto provides the seeds of success

Monsanto: Buy the Dip?

Posted May 29th 2009 4:20PM by Alex Salkever (RSS feed)
Filed under: Commodities, Agriculture, Stocks to Buy

Shares of seed and agricultural products company Monsanto Company (NYS: MON) plunged from $92 to $79 yesterday when the company lowered guidance. Monsanto has long been a favorite play on the growing demand for food. It's high-tech, genetically manipulated seeds can produce higher crop yields. No doubt, the food future looks bleak and that's good for Monsanto. But how long will investors have to wait before demand hockey sticks for these seeds and Monsanto can make higher prices stick?

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Du Pont focuses on what's important: profitable operations

Posted Jan 15th 2008 5:43PM by Joseph Lazzaro (RSS feed)
Filed under: duPont(E.I.)deNemours (DD), Agriculture, Stocks to Buy

Change is rarely easy for any corporation, and when you're the size of Du Pont, it's practically an undertaking of epic proportions.

E.I. du Pont de Nemours & Company (NYSE: DD) is the No. 3 chemical maker in the U.S. Analysts say DD's restructured business operations, which reduced its business units to 5 from 8, including an exit from the pharmaceutical and fibers business, should begin to produce results in 2008.

Analysts see 2008 revenue advancing about 5%-8%, after a 5-7% gain in 2007. DD's agriculture segment will continue to shine, with revenues increasing about 10-12%, aided by strong seed sales. Further, global chemical demand should offset softness in the U.S. The Reuters FY 2007/FY 2008 EPS consensus estimates for DD are $3.19 to $3.41.

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Buy Monsanto at $115? Only for the bold

Posted Dec 27th 2007 5:17PM by Joseph Lazzaro (RSS feed)
Filed under: Commodities, Agriculture, Stocks to Buy

For or against them, bioengineered crops are here to stay and are likely to continue to play a pivotal role in economic development in emerging markets. A company destined to remain a force in this space is Monsanto (NYSE: MON).

Monsanto's biotechnology is helping farmers grow more crops, and the bio effort may one day totally displace chemical-product herbicides. In sum, most likely it's bio in, agrochemicals out, long-term.

Analysts like MON's large seed portfolio and superior performance in corn, soybean, cotton and wheat. Food demand in the developing world alone adds value to these operations, but as most realize, selected crops may play a sizable role in energy in the decade ahead, if crude oil remains at near-record levels and other alternatives do not emerge.

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Option update: Fertilizer companies rally on rising grain prices

Posted Sep 29th 2007 12:40PM by Paul Foster (RSS feed)
Filed under: Options

Agrium (NYSE: AGU) volatility is flat as AGU at record high on strong fertilizer demand. AGU, an agricultural retailer and fertilizer producer, closed at $54.38. AGU over all option implied volatility of 39 is near its 26-week average of 38 according to Track Data, suggesting nondirectional risk.

Terra Industries (NYSE: TRA) volatility is flat; TRA is near record on demand for nitrogen. TRA, an international producer of nitrogen products for industry and agriculture, closed at $31.26. TRA is expected to report EPS on 10/25. TRA over all option implied volatility of 52 is near its 26-week average of 50 according to Track Data, suggesting nondirectional risk.

Option update provided by Stock Specialist Paul Foster of theflyonthewall.com.

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#	Blogger	Posts	Cmts
1	Joseph Lazzaro	118	0
2	Tom Johansmeyer	105	3
3	Connie Madon	54	0
4	Tom Taulli	44	0
5	Steven Mallas	44	0
6	Mark Fightmaster	41	0
7	Trey Thoelcke	34	0
8	Steven Halpern	30	0
9	Melly Alazraki	26	0
10	Paul Foster	25	0
11	Zac Bissonnette	25	0
12	Brian White	22	0
13	Brent Archer	22	0
14	Jim Cramer	22	0
15	Jon Ogg	22	0
16	Elizabeth Harrow	18	0
17	Eric Buscemi	17	0
18	Sheldon Liber	13	0
19	Michael Fowlkes	9	0
20	Beth Gaston Moon	8	0