May 24, 2016 by Dan • Commentary

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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November 18, 2014 by Enis • Commentary

Nassim 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 …

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November 4, 2014 by Enis • Commentary

As 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 …

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July 23, 2014 by Enis • Commentary

We 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 …

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October 9, 2013 by Enis • Commentary

Event:  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 …

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October 8, 2013 by Enis • Commentary

Event:  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 …

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October 3, 2013 by Enis • Commentary

Event:  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%, …

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October 1, 2013 by Enis • Commentary

Event:  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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