Deere & Company (DE), Whole Foods Market, Inc. (WFM): Here’s How the Guy Who Called Enron Has Been Investing

Analysts at Morgan Stanley rate the stock as “underweight” though, with expected demand not thought to justifying the stock’s valuation. The company is exploring shedding its irrigation unit. Deere & Company (NYSE:DE) faces tough competition, too, such as from Japan, and some are looking for cost-cutting from the company. Deere & Company (NYSE:DE) stock yields 2.5%.

Finally, Kynikos Associates’ biggest closed positions included JPMorgan Chase and CNH Global. Other closed positions of interest include VMware, Inc. (NYSE:VMW), focused on virtualization software and cloud computing, and majority-owned by EMC. Bulls like its smart partnerships and growth prospects, while bears worry about strong competition. Its second quarter topped expectations, with revenue up 11% and management offering rosy projections. Along with EMC, it plans to launch a joint venture called Pivotal, combining their cloud and data analytics services. Pivotal is expected to be spun off as a separate company in the future, and IBM has already given it a vote of confidence.

We should never blindly copy any investor’s moves, no matter how talented the investor. But it can be useful to keep an eye on what smart folks are doing, and 13-F forms can be great places to find intriguing candidates for our portfolios.

The article Here’s How the Guy Who Called Enron Has Been Investing originally appeared on Fool.com is written by Selena Maranjian.

Longtime Fool contributor Selena Maranjian, whom you can follow on Twitter, owns shares of JPMorgan Chase. The Motley Fool recommends Visa, VMware, and Whole Foods Market and owns shares of EMC, IBM, JPMorgan Chase, Visa, VMware, and Whole Foods Market.

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