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CF Industries: A Fertilizer Company That Doesn't Stink |
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| Jun 18, 2008 07:22 AM UTC |
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Tracked Blogger
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Via Long Investment Ideas from Seeking Alpha:
I was on Fox Business Network’s Happy Hour show last night. Co-host Cody Willard and I discussed the agricultural sector. Cody peppered me with questions about the sector, injecting his opinions that the sector may itself be overgrown. My response was that I believe that seed companies like Monsanto (MON) are too richly valued and do not make compelling investments at this juncture. For the record, I have traded in and out of MON the past one or two years but have no positions at the current time. 
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