CNH Global N.V. (ADR)

  • Its Time To Buy Agri Stocks

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

    I have read several agriculture related articles over the last week, and most of them recommend selling agriculture machinery stocks. Their basic premise is that corn prices have plummeted by nearly 33% over the last year, which should lead to a cash crunch, and eventually deter farmers from buying agricultural equipment. However, I would like to differ.

    It's worth noting that farming equipment industry relies on farming revenues, and more »

  • Is the Agriculture Boom Over?

    By Howard Rothman - August 16, 2013 | Tickers: AGCO, CNH, DE

    For the last few years, farm equipment has been selling faster than cold beer in a hot ballpark. Record commodity prices, driven partly by emerging market demand, brought record income to farmers worldwide. They've continually upgraded and expanded their fleets with the profits, pushing machinery makers to their own record levels. From 2009 to 2012, for example, sales at Deere (NYSE: DE) grew 60%, while EPS mushroomed by 270 more »

  • The Best Under-Rated Play in the Agri Market

    By Marshall Hargrave - August 15, 2013 | Tickers: AGCO, CNH, DE

    The outlook for the farm-machines and construction industry has been a mixed bag over the past couple of years. One of the big names dragging down the entire heavy-equipment industry has been Caterpillar. The company's poor performance due to slowdowns in China and in the mining sector has led to a sell-off of the entire industry. However, I would argue that CAT's problems in mining, or even China more »

  • What Heavy Machine Stocks Are Best Bets

    By Zain Raza - July 30, 2013 | Tickers: CAT, CNH, DE

    Weak investment sentiment in the industry has affected the demand for construction equipment. Deere & Company (NYSE: DE), Caterpillar (NYSE: CAT) and CNH Global (NYSE: CNH) are combating lower demand cycles by boosting their agricultural equipment sales.

    In the following article, I aim to analyze how John Deere, banking on its strong agriculture equipment wing, is sustaining the lows in this dynamic industry.

    Recent events

    John Deere has performed pretty well more »

  • Equipping Growth: Agricultural and Construction Mammoths

    By Vanina Egea - July 26, 2013 | Tickers: CAT, CNH, DE

    Since a very early age, combines and tractors surrounded my life. My dad is a farming contractor; grandpa was too. That is how I came to meet Deere (NYSE: DE), Caterpillar (NYSE: CAT), and CNH (NYSE: CNH), or at least their predecessors. The introduction of the RR soybean, and no-till farming drove the demand for agricultural products the last decade. Mining on the other hand, continues to depend only from more »

  • 2 Machinery Companies to Buy, 1 to Avoid

    By Madhukar Dubey - July 2, 2013 | Tickers: CAT, CNH, DE

    A country's economic activity is the prime driver of its machinery industry's demand. According to an IMF estimate, the world economy will grow 3.3% in the current year and 4% in the coming year. This will drive growth in the machinery industry as it focuses on activities like agriculture, construction, and mining.

    In light of positive global economic trends, here is an analysis of three companies. While more »

  • Is Deere a Good Stock to Buy?

    By Meena Krishnamsetty - July 2, 2013 | Tickers: AGCO, CAT, CNH, DE, LNN

    The second quarter of Deere's (NYSE: DE) fiscal year ended in April, with the company experiencing a 9% increase in revenue versus a year earlier but only a 3% rise in earnings as net margins declined. During the quarter (and during fiscal Q1 as well), growth was driven by the agriculture and turf business, where a double-digit percentage increase in sales offset declines in the much smaller construction and more »

  • 1 Attractive Small Cap Worth a Look

    By Arturo Cuevas - June 27, 2013 | Tickers: ALG, CNH, TITN

    The doldrums seem to be over for agriculture machinery and infrastructure equipment as indicated by the May 15 surge of Alamo (NYSE: ALG) to a new one-year high of $44.13. Experiencing steady demand for its agricultural and right-of-way maintenance equipment in the 2013 first quarter, Alamo posted record results for the period. Its net sales rose year over year by 2% to $158.4 million and net income was more »

  • Do These Machinery Stocks Have Value to Dig Up?

    By Chris Hodge - June 26, 2013 | Tickers: AGCO, ALG, CNH

    Farming and construction machines are critical to keeping society functioning, and that's a powerful moat. While they're essential, unfortunately they can also be finicky stocks because they're vulnerable to commodity price changes. Let's see how the following companies stack up.

    Global goodness

    AGCO (NYSE: AGCO) operates as a manufacturer, distributing its hardware through independent distributors around the world. This is good because it takes away the more »

  • The Trappings of Relying on Single Metrics

    By Stephen Benz - June 20, 2013 | Tickers: CAT, CNH, DE

    Like many individual investors out there, my first lesson into stock investing focused on the key metrics. Within a few hours I felt like a Wall Street insider - throwing around previously unfamiliar terms like P/E and current ratio. The secret to investing was seemingly simple. 

    Step 1: Identify those companies with superior metrics relative to their industry peers.

    Step 2: Profit!

    However, over time I've learned how things more »

  • Caterpillar: A Case for Improved Dividend Growth

    By Michael Weber - June 18, 2013 | Tickers: CAT, CNH, DE, PH, TEX

    Caterpillar (NYSE: CAT) has increased its dividend 19 years in a row, which is a long dividend streak considering it is in the industrial equipment industry. Caterpillar has good, but not great past dividend growth rates.

    In this article I’ll complete a dividend stock analysis and you will find out why I think their dividend growth will turn from good to great.

    10 Year Stock Chart

    The 10-year return more »

  • Caterpillar: Trick, or Treat?

    By Daniel Murray - June 5, 2013 | Tickers: CAT, CNH, DE, KMTUY

    In early May, The Chicago Tribune reported that heavy equipment giant Caterpillar (NYSE: CAT) would lay off up to 800 workers, or 20% of its total team. The gloomy outlook was not improved in mid May by news from the Journal Sentinel reporting that contract negotiations with the United Steelworkers Union had hit a rough patch. A proposed contract was rejected by the Steelworkers on the grounds of a proposal more »

  • What Is Going on With Farm Machinery Stocks?

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

    The agriculture industry has been receiving some negative sentiment after Deere & Company’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 maximum punishment -- neither AGCO (NYSE: AGCO) nor CNH more »

  • 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 »
  • 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 »

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