Monsanto Co (MON)

MON (NYSE:Chemicals) EQUITY
$111.68
pos +0.00
+0.00%
Today's Range: 0.00 - 0.00 | MON Avg Daily Volume: 4,110,000
Last Update: 05/25/16 - 4:02 PM EDT
Volume: 0
YTD Performance: 13.36%
Open: $0.00
Previous Close: $111.68
52 Week Range: $81.22 - $120.00
Oustanding Shares: 436,844,990
Market Cap: 47,747,157,407
6-Month Chart
TheStreet Ratings Grade for MON
Buy Hold Sell
A+ A A- B+ B B- C+ C C- D+ D D- E+ E E- F
TheStreet Ratings is the source for accurate ratings that you can rely upon to make sound, informed financial decisions. Click here to find out about our methodology.
Analysts Ratings
Historical Rec Current 1 Mo. Ago 2 Mo. Ago 3 Mo. Ago
Strong Buy 7 7 7 7
Moderate Buy 0 0 0 0
Hold 6 6 6 7
Moderate Sell 0 1 1 1
Strong Sell 0 0 0 0
Mean Rec. 1.92 2.07 2.07 2.13
Latest Dividend: 0.54
Latest Dividend Yield: 1.98%
Dividend Ex-Date: 04/06/16
Price Earnings Ratio: 34.70
Price Earnings Comparisons:
MON Sector Avg. S&P 500
34.70 33.70 12.90
Price Performance History (%Change):
3 Mo 1 Yr 3 Y
24.31% -7.16% 6.53%
GROWTH 12 Mo 3 Yr CAGR
Revenue -5.40 0.10 0.04
Net Income -15.80 0.10 0.03
EPS -7.90 0.30 0.08
Earnings for MON:
EBITDA 4.63B
Revenue 15.00B
Average Earnings Estimates
Qtr (05/16) Qtr (08/16) FY (08/16) FY (08/17)
Average Estimate $2.41 $-0.02 $4.68 $5.51
Number of Analysts 8 8 10 10
High Estimate $2.73 $0.15 $4.80 $6.05
Low Estimate $2.25 $-0.23 $4.60 $5.30
Prior Year $2.39 $-0.19 $5.73 $4.68
Growth Rate (Year over Year) 0.99% 87.50% -18.27% 17.55%
Chart Benchmark
Average Frequency Timeframe
Indicator Chart Scale  
Symbol Comparison Bollinger Bands
Just about everyone I know is now long Monsanto (MON).
The rally yesterday was sufficient to change the character of the action.  
Bullish
May 25, 2016 | 7:26 AM EDT
MON was upgraded from Hold to Buy, Jefferies said. Valuation call, based on a $132 price target. 

My Takeaways and Observations Real Money Pro($)

The U.S. dollar rallied strongly. And stocks lost their correlation to the currency, rising dramatically. Crude oil advanced by 60 cents to $48.68. But nat gas dropped by six cents. Gold declined by more than $22 an ounce; I cautioned about the precious metal yesterday. Again, participants "off sides" much like equities today.  Agricultural commodities were mixed: wheat +2.75, corn +0.75, soybean -2.25, oats -.50. Lumber rose by $2.50 following the buoyant housing data. Bonds fell. Dennis Gartman had quite negative comments on fixed income in his daily letter today. The yield on the 10-year note rose by one basis point to 1.85% and the long bond was flat at 2.63% despite a successful two-year auction. Municipals were well-bid. Closed-end muni bond funds continued toward their second daily advance. High yield was also stronger. Blackstone/GSO Strategic Credit Fund (BGB) sprinted up nearly 1%. Banks flourished with talk of a June/July rate hike and, perhaps, a few more later in the year. Insurance rallied. I added to long Hartford Financial Services Group (HIG). Brokerages rose but failed to rally as hard as the overall market. Retail was weak, though Home Depot (HD) rose $2. Best Buy (BBY) was a feature to downside after disappointing guidance. Surprisingly, my two shorts -- Foot Locker (FL) and Nordstrom (JWN) -- were marginally lower. Old tech was led by Microsoft (MSFT), which caught an analyst upgrade at Cowen and rose $1.50. IBM (IBM) was up a similar amount. Media was up, but marginally. Disney (DIS) and Comcast (CMCSA) were up 50 cents each. Energy stocks underperformed. My short Exxon Mobil (XOM) was up a quarter and short Schlumberger (SLB) rose 60 cents. Staples were higher. Autos were ahead, but small and non-threatening to the shorts. Ford (F) was up 15 cents and General Motors (GM) up 35 cents. Biotech, my new long target, rallied. iShares Nasdaq Biotechnology ETF (IBB) was up $5. Buys Allergan (AGN) gained $3.60, Celgene (CELG) rose $2.35, Gilead Sciences (GILD) was up $2.70 and Intrexon (XON) was up 70 cents.  Ag equipment was well-bid. Caterpillar (CAT) was up 40 cents and Deere (DE) gained $1.40. (T)FANG was marvelous. Strong gains in Netflix (NFLX), Alphabet (GOOGL), Amazon (AMZN) and Facebook (FB). NOSH was strong as investors/traders gobbled up O'Reilly Automotive (ORLY) and HD. CRABBY's six components were higher. In terms of individual stocks, Apple (AAPL) continued its ascent, rising $1.30. Potash (POT), which I sold yesterday, was conspicuously weaker despite Monsanto's (MON) $3 gain. Twitter (TWTR) hit new lows. Oaktree Capital Group (OAK) rallied; I added at low levels today and over last few days. DuPont (DD) is the "world's fair," hitting another new high and up 85 cents. Here are some value-added columns posted on Real Money Pro today: Jim "El Capitan" Cramer on Catalyst City.  Tim "Not Judy or Phil" Collins on an interesting comparison between U.S. Oil Fund (USO) and Alerian MLP (AMLP).  Bret "Meet George" Jensen says take a chill pill.  Tim Melvin on three interesting small bank ideas. Rev Shark gets Billy Joel on us -- it's all just a matter of trust.
Oil, takeovers, tech, new-home sales -- all that and more drive stocks higher.
Bayer spells out the logic behind its bid for the agricultural giant, citing the creation of an 'innovation powerhouse.'

My Takeaways and Observations Real Money Pro($)

The U.S. dollar weakened modestly after two days of strengthening following the Fed's remarks. Crude oil fell by 40 cents to $48. Nat gas was flat. Gold was down $1.60, recovering from the day's lows. Agricultural commodities: wheat -4.75, corn +2.50, soybeans -14.25 and oats flat. Lumber -9.20. Bonds rallied in price. The yield on the 10-year U.S. note down by one basis point to  1.83% and the long bond down two basis points to 2.62%. Municipals were up small but closed-end muni bond funds rallied nicely from the recent carnage. High yield was flat. Banks flat-lined and I remain cautious. Deutsche Bank (DB) is under $17, again. A concern. Insurers were down large fractions. Brokerages were mixed. Retail was up and down, but nothing major. My three shorts are Starbucks (SBUX), up a dime, Nordstrom (JWN), up 20 cents, and Foot Locker (FL), down 55 cents. Old media and old tech did little. Energy was unchanged, though Schlumberger (SLB) caught a recommendation from the Buy Side. SLB was down 20 cents and Exxon Mobil (XOM) was up 20 cents. Autos continue to roll over. Ag equipment was strong, with Deere (DE) up 60 cents and Caterpillar (CAT) up 75 cents. Consumer nondurables were slightly better, despite my protestations! Biotech couldn't hold its morning gains, though iShares Nasdaq Biotechnology ETF (IBB) nonetheless was up $2.60. Allergan (AGN) and Valeant (VRX) -- the object of my recent disaffection -- were lower, off $4.10 and $1.10, respectively. My former speculative biotech package was up marginally.  (T)FANG was mixed, with Tesla (TSLA) down $3, Facebook (FB) down $1.10, Amazon (AMZN) down $3 and Netflix (NFLX) up $1.75. NOSH was weighed down by O'Reilly Automotive (ORLY), down $2. CRABBY was settled, with little price change on the day. In terms of individual stocks, Apple (AAPL) was up $1.60 (continuing its Berkshire-inspired rally from last week -- yawn!), POT was up 60 cents on the Monsanto (MON) takeover news, and Oaktree Capital Group (OAK) was down 50 cents. Here is some good stuff from Real Money Pro today: Jim "El Capitan" Cramer on McDonald's (MCD) and PepsiCo (PEP).  Tim "Not Judy or Phil" Collins chimes in on gold.  Bob Lang on "The Bear Market."  Rev Shark on something strange in the neighborhood (and it isn't ghosts).  Bret Jensen on two promising biopharmas.
Monsanto rises and Tribune Publishing sinks on separate merger bids.

I'm Swearing Off POT Real Money Pro($)

I'm selling out of the balance of my long in Potash Corp. (POT) for a small profit in the wake of Bayer (BAYRY) making a $62 billion unsolicited bid today for POT rival Monsanto (MON).

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