Earlier today, Monsanto (MON) turned down Bayer of Germany’s $62 billion takeover bid, citing the following: With MON sporting a nearly $48 billion market cap, and $55 billion enterprise value, some investors may see today’s …
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If you are looking at the recent new all time highs in Disney (DIS), Facebook (FB), Nike (NKE), Starbucks (SBUX) and of course Apple’s (AAPL) 15.5% year to date gains to glean the health of …
Continue readingNassim Taleb has been making headlines lately in his relentless attack on Genetically Modified Organisms and the corresponding lobbyists and industry promoters. Mark Buchanan summed up the research in a recent Bloomberg article: Like many …
Continue readingAs the commodity sector gets hit one by one, starting with coal producers, then oil drillers, then precious metals miners, there is one sector that has gotten less press than the others – agriculture. Crop …
Continue readingWe discussed Monsanto in a CotD post in late May, as the stock was breaking out to a new multiyear high. My conclusion: Today’s breakout is an encouraging technical sign for the bulls. The fundamental …
Continue readingMON is breaking out to a new 5 year high on strong volume today: The stock has been particularly strong since May 5th, when Larry Robbins of Glenview Capital announced MON as his top long …
Continue readingEvent: WFC reports its fiscal Q3 earnings on Friday, Oct. 11th before the open. The options market is implying about a 2.75% one day move, which is above both the 4 qtr avg of about …
Continue readingEvent: COST reports its fiscal Q4 earnings on Wednesday, Oct. 9th before the opening. The options market is implying about a 2.75% one day move, which is above both the 4 qtr avg of about …
Continue readingEvent: YUM reports its fiscal Q3 earnings on Tuesday, Oct. 8th after the close. The options market is implying about a 3.25% one day move, which is below the 4 qtr avg of about 4.5%, …
Continue readingEvent: MON reports its fiscal Q4 earnings tomorrow before the open. The options market is implying about a 3.25% one day move, which is above the 4 qtr avg of about 1.6%, and slightly above …
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