Deere & Company

  • 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 Wal-Mart Equivalent for Farmers

    By Mark Lin - August 15, 2013 | Tickers: CONN, DE, TSCO

    Investing is all about picking companies, which operate in niche markets with relatively little competition. As a result, these companies are able to enjoy significant pricing power. Tractor Supply (NASDAQ: TSCO), the largest U.S. specialty retailer of farm stores with approximately 1,223 stores in 46 states, is one example of that, with its narrow geographical and customer focus. Similar to Wal-Mart, Tractor Supply runs most of its retail 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 »

  • 1 Beat and 2 Misses Shed Light on the U.S. Economy

    By Ted Cooper - August 15, 2013 | Tickers: DE, M, SEAS

    Quarterly earnings not only offer insight into individual companies' health, but also the condition of other companies and the state of the economy at large. Macy's (NYSE: M) and SeaWorld Entertainment (NYSE: SEAS) reported earnings below expectations, while Deere (NYSE: DE) came in above expectations. These results have implications for the respective companies, as well as the entire market.

    Retail expectations are too high

    Despite strong retail sales across more »

  • With Corn Prices in Flux, What Does It Mean for Agriculture Companies?

    By Gerelyn Terzo - August 14, 2013 | Tickers: ADM, DE, TSN

    What a difference a year can make. Last year, the U.S. was experiencing a drought that destroyed crops while the price for agricultural products skyrocketed to record levels. Today, the farming community, is bracing for a corn glut, with prices of the commodity falling to their lowest levels in almost three years, according to a recent article in The Wall Street Journal. For instance, last year corn was more »

  • Here’s Why You Should Steer Clear of Heavy Machinery

    By Awais Malik - August 13, 2013 | Tickers: CAT, DE, KMTUY

    China is continuing with its attempts to implement market-oriented reforms and counter-cyclical measures to stabilize growth when it slows. Last week, Beijing announced a “mini-stimulus” involving tax cuts for small companies, more investment in the country’s enormous railway system, and a support package to boost trade. Investment means construction, and construction spells good news for heavy-equipment makers. But while the country’s National Bureau of Statistics reported 5.5 more »

  • Caterpillar's Earnings Say More Than You Think

    By Hunter Orr - August 6, 2013 | Tickers: CAT, DE, JOY

    Caterpillar (NYSE: CAT) posted earnings Wednesday July 24 and fell short of Wall Street’s expectations. The earnings statement along with the conference call were filled with cautious statements by management and pessimistic questions from analysts. Top line sales came in about 3% shy of what investors were looking for, and management guided down estimates for the full-year.

    The real story isn’t what happened, that’s old news. The more »

  • Will People's Hunger for Food Satisfy Your Hunger for Good Investments?

    By Paul Sangrey - August 1, 2013 | Tickers: AGRO, DE, MON, MOS

    The world's population will grow by about 2 billion people by 2050, according to the UN. Furthermore, as incomes rise, we'll see a rise in demand for food, as more people can afford both adequate nutrition, and more and nicer food than they actually need. With a major secular trend like this, the question automatically becomes: How can you as an investor ride the wave of increasing demand more »

  • Caterpillar: Buy Now or Wait Until Chinese Macro Fears Subside?

    By Jason Bond - July 31, 2013 | Tickers: CAT, DE, JOY

    Caterpillar's (NYSE: CAT) stock has been a roller coaster ride. It rallied from the low $20's in the depth of the financial crisis to a high of $116. With China slowing, the stock has since retraced back to the $80's and is down 7% year to date. Should investors buy now or wait until the Chinese economy recovers?

    <img alt="" src="http://g.fool.com/editorial/images/60744/dd92d760400980f383e77c792ff5da91_large.png" />

    Fundamentals

    Caterpillar manufactures and sells construction and mining equipment 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 »

  • Is This Cat About to Pounce Back?

    By Lior Cohen - July 29, 2013 | Tickers: CAT, CMI, DE

    During 2013, shares of Caterpillar (NYSE: CAT) have declined by nearly 8.5%. The company’s poor performance in the stock market is partly stemmed from its decline in profitability and drop in revenue. Moreover, last year’s acquisition of Zhengzhou Siwei Mechanical and Electrical Engineering (‘Siwei’), a producing mining roof support equipment company, for $653 didn’t go well. The deal later resulted in a goodwill write down of 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 »

  • Caterpillar Warrants Some Caution

    By Jacob Steinberg - July 26, 2013 | Tickers: CAT, DE, IAG

    Just a couple years ago, Caterpillar (NYSE: CAT) was one of my favorite stocks. The Chinese economy was booming and there was so much demand for all kinds of materials (including but not limited to the precious metals like gold and silver), which fueled strong results for the company. Then things came to a halt as some materials lost value and the Chinese economy came to a slowdown. On Wednesday more »

  • 3 Cheap Stocks With Good Dividend Yields

    By Anh HOANG - July 26, 2013 | Tickers: AAPL, DE, ESV

    Since the beginning of the year, the S&P 500 has enjoyed a nice run, returning as much as 18.64%. The S&P 500 is not valued cheaply anymore, with a forward P/E ratio of 14.85. The dividend yield of the overall market stays at 2.10%. In order to beat the market, investors should follow the simple rule: Buy low, sell high, and always have a more »

  • The Way to Profit From Infrastructure Spending

    By Matthew Frankel - July 26, 2013 | Tickers: CAT, CMI, DE

    Between the steadily improving U.S. economy and increased demand from emerging markets, there should be a rise in infrastructure and construction spending in the years ahead. There are several ways to play this trend, such as materials companies, homebuilders, construction retailers, etc., but my favorite way is through heavy machinery manufacturers such as Cummins (NYSE: CMI). With the company set to report its second quarter earnings on Tuesday, July more »

  • This Famous Short Seller Is Destroying Alpha

    By Marshall Hargrave - July 25, 2013 | Tickers: CAT, DE, HPQ

    Famed short seller Jim Chanos of Kynikos Associates was at this year's CNBC Delivering Alpha conference. He started the conference with…

    Good afternoon everybody, welcome to this part of the conference, Destroying Alpha.

    Chanos' newest short idea is the machinery giant Caterpillar (NYSE: CAT). Despite being an American stable and a Dow-30 stock, Chanos believes the company has too much exposure to the wrong products at the wrong more »

  • Is This Century Old Company of Choice For Both Farmers and Investors?

    By Mark Lin - July 25, 2013 | Tickers: AGCO, CAT, DE

    Only time will tell the difference between a fad and a trend. Similarly, brands’ enduring power is measured in decades and centuries instead of days. Deere (NYSE: DE), the largest manufacturer of agricultural equipment globally with a history spanning more than a century, bears testimony to that.

    Why this company enjoys pricing power

    Deere has exhibited strong margin stability, having maintained gross margin within a narrow range of 28%-31 more »

  • Is Jim Chanos Right to Short Caterpillar?

    By Bob Ciura - July 25, 2013 | Tickers: CAT, DE, JOY

    When a world-famous investor known for successfully short-selling stocks takes aim at a Dow Jones Industrial Average component, the market takes notice. That’s exactly what happened when Jim Chanos, founder of Kynikos Associates, announced he was short heavy machinery maker Caterpillar (NYSE: CAT).

    Chanos must be smiling in the wake of Caterpillar’s results, which were overwhelmingly disappointing. As a result, should investors follow the noted short-seller and rush more »

  • These Three Companies Are Undervalued

    By Rupert Hargreaves - July 25, 2013 | Tickers: DE, GS, WU

    Earnings yield is a valuation method used by some analysts to compare individual companies to the rest of the market and government bonds, in particular, the risk-free 10-year Treasury. Currently the earnings yield for the S&P 500 stands at 5.1%, while the current 10-year Treasury yield is about 2.5% - indicating that the market as a whole is undervalued compared to bonds.

    What about individual companies? Well, surprisingly more »

  • Page 1 of 13