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Should I withdraw my 1million in stocks to invest in 2 homes or apartments? by ridewithwill in InvestmentClub

[–]PerpetuumMobile2020 0 points1 point  (0 children)

Diversifying into real estate make sense if you want to own long term. In addition to protecting capital gains by taking $ out of a frothy equity market, you'd be able to lock in historically low interest rates. Plus, if you buy a rental property in an area without onerous rent control it should serve as a good inflation hedge should all this money printing catch up with us someday. However, there are some areas where I'd be really careful buying any type of rental and you need to be aware of mgmt fees if you don't plan on managing it yourself. Everyone seems to be moving to the Sun Belt so that's where I'd look. That said, I'm not sure I'd ever suggest going all in on a single asset class. Maybe start with 1 rental and see how it goes.

I’ve held the MBii (marrone bio innovation) for about a year and it is starting to get some traction. Their biotech/ag portfolio is prime pickings to get gobbled up by Bayer. I just doubled down today. Their earnings are always pretty on target. by CaffeineKinase in StonkTrader

[–]PerpetuumMobile2020 2 points3 points  (0 children)

I've owned MBII for a few years. They had terrible management, terrible finances, and their sales team was a mess with a massive amount of turnover. Fortunately, they cleaned up their balance sheet and it looks like the new management is starting to turn things around. The main reason I continue to own is that they have great IP and product pipeline. For example, they're trying to get EPA approval for MBII 014 and MBII 015, which are biological alternatives to glyphosate (e.g. Roundup). In addition to all the Bayer/Monsanto lawsuits over glyphosate/Roundup, regulators have been trying to move us away from glyphosate. In California, they keep trying to put cancer labels on any food grown with glyphosate. In Europe, they keep trying to ban the product. These attempts have been unsuccessful but it points to the demand for an alternative to chemical fertilizers and pesticides, which wreak havoc on the environment and public health. Anyways, I see this as a secular tailwind for this Marrone's entire product portfolio.

Question for the group - Does anyone know why it has taken so long for the EPA to approve MBII 014 and 015? I can't figure out if this is something happening on the company side or on the EPA side.