When I wrote on S&W Seed Company (SANW) back in March, I was quite bullish on the prospects for the company, but relatively cautious on the stock due to very aggressive sell-side expectations and a big run in the stock. Since then, the stock has taken a few knocks as the company's fiscal third quarter earnings weren't great, the stevia business saw a big setback, and investor enthusiasm for all things ag has waned. While there's still ample execution risk here, and the scant sell-side coverage is arguably too aggressive with its targets, I think the valuation is pretty interesting for more aggressive investors.
Please read more here:
A Window Of Opportunity At S & W Seed
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» Seeking Alpha: A Window Of Opportunity At S & W Seed
Thursday, June 27, 2013
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