SEPTEMBER 05, 2008 - The Fed will not raise rates after today's employment report that showed unemployment rising to 6.1% - there will be a call for them to lower rates now. Would continue buying recommended banks and brokers. The July 15 lows of banking and consumer stocks will hold - commodity stocks will go lower but think natural gas has bottomed. It may be getting time to buy the semis (SOX) that hit a five year low today. Oil has not bottomed yet.
company has bio-engineered a new soybean (Vistive) that makes an oil with no harmful fats (trans-fatty & saturated) - snacks taste the same - obesity is big secular trend in the U.S. (20% clinically obese - 61% overweight) - product adds a whole new dimension to MON's growth & earnings multiple - will be everywhere - company increasing bean acreage from 1mm to 5mm - back up the truck!
the market is bottoming just like in 1990 - the Fed has woken up - MON is a buy now
99.11
+162.09%
12/21/07
bioenginerred seed co will get marked up by fund managers going into yearend - expect it to have 30% of the US corn market by 2012
111.31
+194.35%
01/23/08
the market bottomed today - the new leaders are the financials & retailers - would take some profits here
104.49
+176.32%
02/26/08
the selloff today in the agriculture stocks because Cargill cancelled construction of an ethanol plant is a buying opportunity as the world famine issue will continue to drive profits in the sector - MON is one of the five "ag" horsemen
120.76
+219.34%
04/08/08
still like it
120.78
+219.40%
04/23/08
co will benefit from a Democratic presidential victory by either candidate because of their commitment to increase biofuels
125.58
+232.09%
06/10/08
let the stock come down to the 120's before buying
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