Lindsay Corp
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Can These Heavy-Equipment Stocks Power Your Portfolio?
By Chris Hodge - June 10, 2013 | Tickers: DE, JOY, LNN
Heavy equipment has experienced a rough patch over the past few years. With construction down in the developing world due to the recession, the developed world's infrastructure being mature and not needing much work and mineral resources becoming increasingly difficult to tap, the demand for heavy machinery has waned somewhat. However, long-term contracts tend to make demand among major clients more stable than the fickleness of the ordinary consumer more »
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Betting on Coal and Cranes Is Safer This Year
By Ranu Devi - June 7, 2013 | Tickers: JOY, LNN, MTW
The global economy is slowly recovering. As machinery and equipment are a significant part of any industry, a recovering economy leads to industrial expansion, which eventually leads to higher sales for machinery equipment. I have analyzed three machinery companies: Joy Global (NYSE: JOY), Lindsay (NYSE: LNN) and Manitowoc (NYSE: MTW). Let’s find out whether these stocks are worthy of long-term growth or not.
Return of coal
The rising demand more »
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Sell in May and Go Away: How Dumb Is That?
By William Bias - May 14, 2013 | Tickers: EBAY, LNN, DIS
The “Sell in May and Go Away” concept originates with Wall Street evidence suggesting that the stock market performs at its worst from May-September. To play on the Motley Fool motto “Helping people to invest. Better” the phrase “Sell in May and Go Away” represents one way people can invest: Worse.
First, an investor who subscribes to this philosophy will incur commission costs and capital gains taxes in taxable accounts more »
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3 More Mid-Cap Companies for Your Watch List
By William Bias - April 2, 2013 | Tickers: LECO, LNN, TSCO
Mid-cap companies with a market capitalization between $1 billion - $10 billion historically provided superior returns, giving investors a 163% return versus 119% for the S&P 500 over the past 10 years (see chart below). Some interesting companies lie within the mid-cap range and their size usually leaves a great deal of room for expansion. The three companies below fall in the mid-cap range.
Farm irrigation more »
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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 »
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Irrigation Stocks -- A Pre-Planting Season Check-up
By BA McKenna - March 19, 2013 | Tickers: LNN, VMI
During the midst of the US heat wave and widespread drought last July, I wrote, "Are Irrigation Stocks Raining Profits?" That article covered the two publicly-traded agricultural irrigation stocks: Valmont Industries (NYSE: VMI) and Lindsay Corp. (NYSE: LNN).
Last year’s record warm temperatures and drought conditions combined with favorable agricultural economics (record or near-record plantings and commodity prices) increased demand for irrigation systems, as well as fertilizers and water more »
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Drought Benefits Two Irrigation Companies
By Michael Hooper - March 13, 2013 | Tickers: LNN, VMI
Farmers are flush with cash from strong income in recent years. They have been buying land and upgrading equipment. Both Lindsay Corporation and Valmont Industries are well positioned to take advantage of the drought by selling irrigation systems to farmers. I expect record sales of irrigation equipment in 2013.
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Stocks that are primed to rise in the short-term
By Marlin Hansbrough - March 9, 2013 | Tickers: AVD, CEO, CPRT, E, HAIN, IAG, LNN, SSL, SU, ULTA
The stocks listed below are primed to rise in price over the next few months. I have a proven record of choosing stocks that have short - term growth. Check my twitter page https://twitter.com/h_marlin to see my past results.American Vanguard Corp. (NYSE: AVD) -
These 2 Machinery Stocks will Shine in 2013
By Shweta Dubey - March 8, 2013 | Tickers: JOY, LNN, MTW
Last year was a year of decreased capital spending on equipment. This forced various equipment manufacturers to look for new opportunities to keep the momentum going. These companies are looking for expansion in the Asia-Pacific and Latin America, either through joint ventures or through acquisitions.
Towards the end of 2012, the industrial numbers seemed to be improving gradually. Industrial Production rose by 1% and manufacturing output rose by 0.2 more »
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4 Takeaway’s From Lindsay’s Last Earnings Call
By William Bias - January 18, 2013 | Tickers: IPI, LNN, MOS
On Jan. 8, 2013, irrigation and road infrastructure manufacturer, Lindsay (NYSE: LNN) reported (sign-in required) outstanding first quarter fiscal year 2013 numbers. Revenue increased 24% and gross margins expanded to 29% from 25%. Lindsay returned shareholders 5% since the earnings announcement (chart below). Net earnings increased a whopping 407%. Lindsay’s success is owed to some of the same catalysts permeating the entire agricultural industry: an expanding world population, expanding emerging economies and increasing environmental awareness tempered by short term concerns as indicated in the four takeaways outlined here.
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Construction Equipment Roundup: Buy This Stock
By David Gould - December 10, 2012 | Tickers: DE, LNN, MTW
If the drought has you thinking about investing in agricultural stocks, I recommend looking at several variables: growth, multiples, and catalysts. More importantly, it's important to consider the long-term and whether multiples can sustain their current levels or even expand. Below, I review 3 stocks with this in mind.
Why You Should Buy Deere (NYSE: DE)
The maker of agricultural construction equipment trades at a respective 11.2x and more »
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4 Cash Rich Companies for Your Portfolio
By William Bias - November 20, 2012 | Tickers: AAPL, LNN, NVR, BKE
Cash is king. A company that possesses a huge amount of it provides a fundamental margin of safety for its shareholders and has the potential for an ever increasing dividend stream. Of course, a huge cash stash along isn’t enough without the ability to sustain growth in free cash flow. Companies possessing the ability to grow and retain cash can lead to market beating stock market returns. Here are 4 companies to consider:
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Water, Water, Everywhere-Ideas In Water Infrastructure & Beyond
By Steve Van - November 16, 2012 | Tickers: BMI, ITRI, LNN, MWA, XYL
“Water, water, every where,
Nor any drop to drink.”
The Rime of the Ancient Mariner
by Samuel Taylor ColeridgeThe devastation wrought by Hurricane Sandy brought to life the sad irony of this famous verse with millions of people inundated by a flood of water, yet struggling for the basics necessities of life. We humans, and indeed all living creatures, must have water to survive and this condition creates an more »
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Water, Water, Everywhere- Ideas In Water Utilities & Beyond
By Steve Van - November 15, 2012 | Tickers: AWR, AWK, WTR, BMI, CWT, ITRI, KEX, LNN, MWA, XYL
“Water, water, everywhere,
Nor any drop to drink.”
The Rime of the Ancient Mariner
by Samuel Taylor ColeridgeSeeing the devastation from Hurricane Sandy brought to mind this famous verse, which in turn got me thinking about ways to invest in one of the essentials of human life-water. We drink it, bathe in it, grow & prepare food with it, and even use it for transportation and recreation. I am confident more »
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“Agriculture Play to Beat the Heat”
By Taylor Muckerman - August 1, 2012 | Tickers: LNN
Few things in life are more important than water; just ask this year’s US corn and soybean crop. These two major US cash crops have seen their expected yields drop in the last few weeks due to the recent droughts in the Midwest. To put this arid period into perspective, June 2012 now ranks sixth in terms of “Peak % Area in Drought” since 1895 (according to the National Climatic more »
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Are Irrigation Stocks Raining Profits?
By BA McKenna - July 20, 2012 | Tickers: AWR, AWK, WTR, LNN, VMI |
Some like it hot. I'm not referring to the classic Marilyn Monroe comedy, but to the weather and companies, such as Valmont Industries (NYSE: VMI) and Lindsay Corp (NYSE: LNN), that produce and sell irrigation systems for the agricultural industry.
They're not the only ones, as there are a few investment plays on the longer-term US warming trend:
- Irrigation Systems Manufacturers
- Water Utilities
- Fertilizer Companies
Of the three more »