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CNH Global N.V. (ADR)

  • The Perfect Time to Get This Stock on Your Radar

    By Neha Chamaria - May 21, 2013 | Tickers: AGCO, CAT, CNH, DE, TEX

    Record quarterly numbers that easily trampled Street estimates should have ideally charged up the bulls. Instead, Deere’s (NYSE: DE) stock has lost about 7% since it announced results last week. The markets behaved as unpredictably in February when Deere’s stock was punished for another record quarter.

    What is wrong with the market? Wasn't the cautious outlook expected? It doesn't even sound as murky as the market more »

  • Billion-Dollar Fund Doubles Down on a Rebounding Economy

    By Marshall Hargrave - May 21, 2013 | Tickers: CAT, CNH, DE

    In an SEC filing last week, the multi-billion dollar investment manager Southeastern Asset Management now owns some 12.2% of CNH Global (NYSE: CNH). Mason Hawkins' Southeastern added CNH to its portfolio with a 1.483 million share purchase of CNH during the fourth quarter of 2012. After the SEC filing, Southeastern now owns some some 3.715 million shares, a 150% increase (check out all of Southeastern's picks more »

  • What is Going on With Farm Machinery Stocks?

    By Zain Abbas - May 21, 2013 | Tickers: AGCO, CNH, DE

    The agriculture industry has been receiving some negative sentiment after Deere & Co’s (NYSE: DE) earnings release, as the giant agriculture machinery producer warned the market about deteriorating fundamentals for agricultural commodities in the near term.

    Since then, the company has received a downgrade from Wells Fargo, Barrons and Goldman Sachs. However, what was interesting to note was that Deere got the most punishment – neither AGCO (NYSE: AGCO) nor Case more »

  • Should We Follow Mason Hawkins Into This Stock?

    By Anh HOANG - May 17, 2013 | Tickers: CAT, CNH, DE

    Mason Hawkins, the talented mind behind Southeastern Asset Management, has nearly $23 billion in total assets under management. On May 10, he increased his stake in CNH Global (NYSE: CNH) by more than 150% to 3.7 million shares. In the past twelve months, CNH has exhibited a tepid stock price performance, declining more than 2.6% while the S&P 500 gained more than 10.7% during the same more »

  • Read This Before You Invest in Machinery Stocks

    By Shweta Dubey - April 29, 2013 | Tickers: CAT, CNH, DE

    As the economies around the world are stabilizing, every industry needs equipment to keep up with the pace. This creates an opportunity for machinery companies to boost their sales. In the past, these companies faced issues due to macro headwinds, which eventually led to dissatisfaction among their investors.

    However, with the ongoing recovery phase, I have read about many market bulls anticipating an upside rally due to capex expansions in more »

  • Equipment Maker Is a Rare Bargain in Overheated Market

    By Ted Cooper - April 20, 2013 | Tickers: CAT, CNH, DE

    The commodity boom has boosted returns for shareholders of heavy equipment manufacturers Caterpillar (NYSE: CAT) and Deere & Co (NYSE: DE). However, recent weakness in the energy sector has dampened investor optimism for both of these formerly-hot stocks.

    Fortunately, where there is fear there is often opportunity; one of these stocks represents a rare bargain in this overheated market.

    Market leaders

    Caterpillar and Deere are the market leaders in their respective more »

  • Are You Prepared This Time?

    By Piyush Arora - April 19, 2013 | Tickers: AGCO, CNH, DE

    Editor's Note: This version has been modified to address CNH Global's price appreciation.

    Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs. This year is turning no different, as the weather reports suggest that last year’s drought may very well continue in 2013. This would certainly send fertilizer companies soaring, but agricultural equipment providers like Deere more »

  • Should You Buy This Stock at Its Current Levels?

    By Mark Lin - April 8, 2013 | Tickers: ALG, CNH, DE

    A pixie dust product is one which makes another product better, and is itself not a significant contributor to the total cost of that particular product. Material handling products supplied by Columbus McKinnon (NASDAQ: CMCO) have this kind of characteristic, which protects the company with an economic moat. However, valuations are currently fair, but unattractive for this stock.

    Columbus McKinnon is a leading worldwide designer, manufacturer, and marketer of material more »

  • Are You Prepared This Time?

    By Piyush Arora - April 6, 2013 | Tickers: AGCO, CNH, DE

    Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs. This year is turning no different, as the weather reports suggest that last year’s drought may very well continue in 2013. This would certainly send fertilizer companies soaring, but agricultural equipment providers like Deere & Co. (NYSE: DE) could have a hard time ahead.

    Since cash flows from selling crops more »

  • Are You Prepared This Time?

    By Piyush Arora - April 6, 2013 | Tickers: AGCO, CNH, DE

    Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs. This year is turning no different, as the weather reports suggest that last year’s drought may very well continue in 2013. This would certainly send fertilizer companies soaring, but agricultural equipment providers like Deere & Co. (NYSE: DE) could have a hard time ahead.

    Since cash flows from selling crops more »

  • Are you Prepared This Time?

    By Piyush Arora - April 3, 2013 | Tickers: AGCO, CNH, DE

    Last year’s drought brought upon a massive destruction of crop yield, which sent crop prices to 6 year highs. This year is turning no different, as the weather reports suggest that last year’s drought may very well continue in 2013. This would certainly send fertilizer companies soaring, but agricultural equipment providers like Deere & Co. (NYSE: DE) could have a hard time ahead.

    Since cash flows from selling crops more »

  • Contrarian Outlook on the Farm-Machinery Sector

    By Zain Abbas - March 28, 2013 | Tickers: AGCO, CNH, DE

    Agriculture-related stocks have been falling since a recent downgrade by Wells Fargo. Analysts believe that weaker commodity prices are going to lead to weakness in US farm equipment sales. This idea is based on the premise that agriculture-related machinery sales are directly correlated to farmers' incomes. Recent presentations given by a couple of farm-machinery companies at the Goldman Sachs Agriculture Conference, however, have confused the market altogether. I have listed more »

  • Is This Bull for Your Corral?

    By Arturo Cuevas - March 26, 2013 | Tickers: ASTE, CNH, TTC

    It’s easy to get bullish vibes about The Toro Company (NYSE: TTC), and it has nothing to do with its corporate name Toro meaning "bull" in Spanish. It’s just that the market offerings of this company span weather extremes, plus a wealth of other essentials for both work and play.

    For instance, when there was a record-breaking blizzard in the U.S. Northeast, Toro added revenue from its more »

  • An Interesting Fundamental Take on a Boring Machinery Stock

    By Shas Dey - March 26, 2013 | Tickers: CNH, DE, LNN

    A chance alert in my mail inbox set me up for looking at an industry that I usually do not track – Construction and Agriculture Machinery. What attracted me was that although the sector started on a good note in 2013 and outperformed the S&P 500, it started losing momentum sometime in mid-February.

    Let's look at last Friday’s top three gainers in the sector, with a focus on more »

  • Is AGCO a Buy?

    By Alex Bastardas - March 26, 2013 | Tickers: AGCO, CNH, DE

    AGCO Corp (NYSE: AGCO) is a worldwide manufacturer and distributor of agricultural equipment and related replacement parts. It has recently experienced heavy insider buying, and fundamentals suggest that the stock could be in bargain territory. Should investors follow the insiders on this one?

    Insider Buying

    On March 22, Director Mallika Srinivasan bought 172,833 shares of AGCO, at an average price of $50.91 each, which works out to a more »

  • Legendary Investor Mason Hawkins Bullish on a Range of Bets

    By Meena Krishnamsetty - March 18, 2013 | Tickers: ABT, CNH, LM, MDLZ, MUR

    Mason Hawkins founded Tennessee-based Southeastern Asset Management in 1975. Southeastern manages roughly $32 billion, with locations in Tennessee, London, Singapore, Sydney and Tokyo. For the last 20 years, Southeastern has managed an average annual return of 10.31%, while the S&P 500 has returned 7.81% annually. Hawkins was heavily influenced by Ben Graham's writings on value investing, which continue to guide the investment philosophy of his funds more »

  • Nothing Runs Like a Deere

    By Joseph Solitro - March 18, 2013 | Tickers: AGCO, CNH, DE

    Deere (NYSE: DE) reported first quarter earnings on Feb. 13 and they widely beat analyst expectations. Earnings per share came in at $1.65, beating the estimates of $1.40 by 17.9%, and was a 26.9% increase year-over-year. Deere increased its outlook for 2013, although it was an increase that was lower-than-expected because of the drought and corn issues in the Midwest.

    Company Overview

    The world's largest more »

  • Should Joy Investors Be Jumping For Joy?

    By Marshall Hargrave - March 5, 2013 | Tickers: AGCO, CAT, CNH, DE, JOY

    Joy Global (NYSE: JOY) spiked 6% earlier this week after posting a quarterly profit that came in above analysts' expectations. The mining equipment maker posted EPS of $1.31, compared to consensus of $1.14. However, Joy investors are not out of the woods just yet.

    In conjunction with the earnings release, Joy's CEO cautioned investors about over-optimism:

    Although there are growing examples that commodity fundamentals are beginning to more »

  • This Equipment Maker Is Still Not a Buy

    By Nauman Aly - March 1, 2013 | Tickers: CAT, CNH

    Even after reducing its excess inventory by $2 billion in the fourth quarter of 2012, Caterpillar (NYSE: CAT) still faces a tougher road ahead. The firm still holds more than $15 billion worth of inventory and faces an uphill struggle to reduce the excess part of this huge inventory, which has been built up due to the economic and political uncertainty in the United States, continued economic turmoil in much more »

  • Caterpillar: Buy or Avoid?

    By Piyush Arora - February 25, 2013 | Tickers: CAT, CNH, DE, JOY

    Even during weak macroeconomic conditions, India and China managed to grow to 6%. But both these countries derive a significant share of GDP from their exports. Now that the US economy is showing signs of recovery, exports of goods and services from India and China are expected to normalize. This would not only improve their trade deficit, but also appreciate their respective currencies. Moreover, due to their “policy easing” reforms more »

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