http://www.contrarianvalueinvesting.com/2008/02/26/is-monsanto-worth-more-than-home-depot/ Contrarian Value Investing At Its Finest Wed, 03 Feb 2010 03:24:06 -0600 http://wordpress.org/?v=2.8.6 hourly 1 http://www.contrarianvalueinvesting.com/2008/02/26/is-monsanto-worth-more-than-home-depot/comment-page-1/#comment-92 Joe Gray Sat, 15 Mar 2008 11:08:24 +0000 http://www.contrarianvalueinvesting.com/2008/02/26/is-monsanto-worth-more-than-home-depot/#comment-92 I like your analogy here. Home Depot will eventually come around. Unfortunately they burdened themselves with debt and bought back a bunch of shares at too high a price. I try to go for value too, but it is important to get value WITH at least some growth, at least wait for flattening. Still $25 + may be low enough, but we might see $20 or lower before its all over.. Of course on the other end of the spectrum , everyone and their broker want a piece of Monsanto, too hot, bound for at least some nasty pull-back at some point... Look for the next big thing. I like your analogy here. Home Depot will eventually come around. Unfortunately they burdened themselves with debt and bought back a bunch of shares at too high a price. I try to go for value too, but it is important to get value WITH at least some growth, at least wait for flattening. Still $25 + may be low enough, but we might see $20 or lower before its all over.. Of course on the other end of the spectrum , everyone and their broker want a piece of Monsanto, too hot, bound for at least some nasty pull-back at some point… Look for the next big thing.

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