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Bayer-Monsanto Merger "Anti-competitive," Bad For Monsanto Investors

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Mark Melin
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The Bayer-Monsanto merger reveals truths about Monsanto and its product cycle that have led CLSA to downgrading the stock to “underperform” from buy. In a September 15 report, analyst Mark Connelly says the details of the proposed deal point to structural weakness inside Monsanto and their product cycle that should be of concern to investors – concerns that are not properly priced into the market. Yesterday former US Department of Justice officials expressed concern over the merger.

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Worries over merger are justified on several levels, report says

Worries raised by farmers that the two largest providers of crop fertilizers, pesticides, seeds and related products are justified. Saying those that suggest the proposed merger would...

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Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.