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Can CAT Claw Its Way Back?

By Marshall Hargrave - April 28, 2013 | Tickers: CAT, DE, JOY, KUB

Year-to-date, Caterpillar (NYSE: CAT) is down 10%. This is just part of the story, as the stock has greatly under-performed the broader market, but why? Sure it's been pressured by the slow economy and had recent accounting issues surrounding its purchase of ERA Mining Machinery and its subsidiary Siwei, but the economy is turning around, so Caterpillar could be too cheap to ignore.

The bad

Caterpillar posted first quarter more »
Massive Insider Buys By A Director

By Mike Thiessen - April 18, 2013 | Tickers: AGCO, DE, KUB

Although large insider buys are a fairly common occurrence at publicly traded companies, it is rare for a game-changing accumulation to occur within the space of a few weeks. However, this is exactly what has happened at AGCO Corporation (NYSE: AGCO), an Atlanta-based manufacturer and distributor of agricultural equipment. Since late March, a company director named Mallika Srinivasan has purchased millions of shares of the company's stock and recently more »
Massive Insider Buys By A Director

By Mike Thiessen - April 16, 2013 | Tickers: AGCO, DE, KUB

Although large insider buys are a fairly common occurrence at publicly traded companies, it is rare for a game-changing accumulation to occur within the space of a few weeks. However, this is exactly what has happened at AGCO Corporation (NYSE: AGCO), an Atlanta-based manufacturer and distributor of agricultural equipment. Since late March, a company director named Mallika Srinivasan has purchased millions of shares of the company's stock and recently more »
More Record Earnings for Deere

By Daniel James - February 20, 2013 | Tickers: CNH, DE, KUB

Makers of agricultural and construction equipment have, on the back of global recovery, been able to grow earnings encouragingly over the last few years. With farms awash with cash, many agricultural corporations have the means to invest in new equipment which has greatly benefited manufacturers. Deere (NYSE: DE) has once again managed to beat earnings delivering record first quarter results. Additionally, the industry seems to be trading at a discount more »
Is Deere a Good Stock to Buy?

By Meena Krishnamsetty - February 8, 2013 | Tickers: CAT, CNH, DE, JOY, KUB

In the long term, agriculture is seen as a candidate for a global growth industry. A swelling world population will require more food; a richer population will demand more meat in its diet, resulting in even more food consumption in order to feed the necessary animals. One company plugged in to this trend is Deere & Company (NYSE: DE).

The fourth quarter of Deere’s fiscal year ended in October 2012 more »
Will This CAT Continue to Lick Its Wounds?

By Lior Cohen - February 1, 2013 | Tickers: CAT, CMI, DE, KUB

The recent quarterly report of Caterpillar (NYSE: CAT) showed a drop in sales on a quarterly basis, although the company showed growth in revenues during 2012 compared to 2011. The drop in revenues and earnings was related to the change in dealers' inventories and the whole debacle related to Siwei acquisition. Will Caterpillar continue to under-perform? Is there a silver lining?

Fourth Quarter Reports

The company's revenues in the more »
What is Billionaire Bill Gates Buying Now?

By Meena Krishnamsetty - December 13, 2012 | Tickers: CAT, CNH, DE, KUB, TEX

Per a 13D filing this week, Cascade Investment upped its stake in Deere & Company (NYSE: DE) by three million shares, good for a 12% expansion. Cascade's last major purchase of Deere came in August of 2011; at the time Gates' firm owned 24.5 million shares. Cascade's ownership of Deere has now moved from 5.8% of Deere’s outstanding shares to 7%.

Cascade Investments is the investment more »
Buy John Deere, Just like Warren Buffett

By Sean Sullivan - December 3, 2012 | Tickers: BRK-A, CAT, CNH, DE, KUB

Warren Buffet has been shuffling around some of his investments lately, selling holdings in companies like Johnson & Johnson, Kraft Foods, and Procter & Gamble. In turn he has been increasing Berkshire Hathaway’s (NYSE: BRK-A) stake in IBM, Wells Fargo, and other investments into new companies.

One of the new companies Buffett has added to the portfolio is John Deere (NYSE: DE). Buffett is a notorious long term investor and sees more »
Is Deere Worth Having in Your Portfolio?

By Lior Cohen - November 30, 2012 | Tickers: BRK-B, BRK-A, CAT, DE, KUB

Many have already discussed the recent decision of Warren Buffett’s Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) to purchase nearly one percent of shares of Deere (NYSE: DE) at a value of roughly $340 million. This decision may have positively affected the price of the stock. But just because Berkshire Hathaway had purchased Deere doesn’t necessarily mean the company is worth having in your portfolio. For one thing, not more »
How to Profit from a Devaluation of the Yen

By Andrés Cardenal - November 24, 2012 | Tickers: CAT, DE, HMC, KUB, TM

Japanese stocks have been a big disappointment for two decades now, talk about a contrarian investment idea. But all things come to an end, and Japanese authorities seem determined to devalue the Yen as much as necessary in order to finally reignite the economy. Time will tell if a weaker currency is what Japan really needs, but this is a major macroeconomic development which will have important investment implications over more »
Why Did Buffett Buy This Equipment Manufacturer?

By Shweta Dubey - November 20, 2012 | Tickers: CAT, CNH, DE, KUB

Warren Buffett recently announced his investment in Deere & Company. He bought ~4 million shares in the company, thus making one of the top ten holdings by Berkshire, accounting for ~5% of Buffett’s 13F portfolio. I see this news as a positive factor for the company’s stock appreciation which has seen a growth of ~15% in the last 6 months.

Deere is a leading manufacturer of agricultural & forestry equipment more »
Looking to Agricultural Equipment for Further Growth

By Daniel James - September 26, 2012 | Tickers: CNH, DE, KUB

As sentiment on the global financial markets seems to be improving, investors are returning to cyclical stocks after a long period of risk-off behavior. In the world of cyclical, high-beta stocks, there are a number of interesting choices at the moment. An industry that I generally find promising is that of agricultural equipment, as the need to produce crops and foodstuffs is growing explosively along with our world population. Deere more »
Is This Company Still a Good Buy Despite the Recent Drought?

By Lior Cohen - September 25, 2012 | Tickers: CAT, DE, KUB

The recent drought that afflicted crops in the U.S and in other countries may have some adverse effect on related industries. Deere & Company (NYSE: DE), one of the leading companies in providing products and services for agriculture and forestry industries could also be affected by the recent drought. Let’s examine the recent developments in the market that could affect the company’s growth in 2012.

According to the more »
This Stock is Waking Up From Hibernation in the Right Season

By Ankit Agrawal - September 17, 2012 | Tickers: DOV, IR, KUB

Ingersoll-Rand Plc. (NYSE: IR) is a $14 billion diversified industrial company with leading market positions in HVAC (49% of revenues), Climate Control (19% of revenues), Industrial Compressors and Air Tools (17% of revenues) and Security Hardware (15% of revenues) markets. I am encouraged by signs that Ingersoll residential business is turning up on top of impressive 2Q12 margins in three out of four segments. Finally, Ingersoll seems to be more more »
A Look at Caterpillar & Deere That You Have Never Seen Before

By Lee Samaha - August 31, 2012 | Tickers: CAT, CNH, DE, KUB

I'd like to share with you an approach to looking at stocks which most investors are unlikely to have looked at before. It's the sort analysis that a friend of mine used to use a lot in trading at his hedge fund. He was a math PhD, a quant, someone who believed that mathematical relationships would express the ultimate reality that fundamentals based guys like me were 'fumbling more »
Investing Abroad: Japanese Stocks

By Matthew Luke - July 31, 2012 | Tickers: KUB, MTU, DCM, TM, WACLY

Diversification is the best defense against global uncertainty. Living abroad, that is one truth that I have come to appreciate more and more. With so much uncertainty in Europe and the rest of the world, we sometimes forget that truth. In these times of uncertainty, many investors seek the safety of good US companies, avoiding the rest of the world completely. Diversification means more than just different sectors of the US economy. Diversification also means foreign companies that will protect your portfolio from domestic risk.
There is Reason to Look Into Terex

By Tom Gibbs - May 31, 2012 | Tickers: CAT, DE, KUB, OSK, TEX
Terex (NYSE: TEX), a global capital machinery manufacturer and marketer, was likely operating in the industry hit hardest over the past several years’ recessionary dip. Producing multi-million dollar equipment for use in construction, material handling and processing, and shipping ports, Terex witnessed an almost overnight crumbling in its business (between 2008 and 2009), with improvement deteriorating in all of its individual product lines.

2008 vs. 2009 Snapshot
- 2008
Deere Ploughs in the Dough

By Tom Gibbs - May 16, 2012 | Tickers: CAT, CNH, DE, KUB |

Deere & Company (NYSE: DE), despite the release of its rather positive quarterly report, trades down nearly 2% this morning on high volume. The corporation posted a year-over-year 12% and 23% jump, respectively, in quarterly revenues and net profits, with meaningful gains across all of its divisions. Agriculture and Turf equipment sales (75+% of total) enjoyed a 10.5% revenue increase, and Construction and Forestry equipment sales (15+% of total) a more »
Why it’s Time to Take Deere for a Ride

By Maxwell Fisher - March 5, 2012 | Tickers: DE, KUB

Deere (NYSE: DE) is synonymous with farming and there is a reason for that. The company has been around since 1837. It all started with a steel plow. Since then, it has built a name for itself by keeping its focus on all things to do with the land. Deere offers products in agriculture, construction, turf and forestry equipment. Complementing these business, Deere also has its proverbial hand in power more »