Imagine a company — let’s call it A — that significantly depends on company B for revenue, has zero presence outside the U.S. and Europe...
Keep Reading →
September 10 - News - Comments
Titan Machinery Inc. (NASDAQ:TITN) will release its quarterly report on Thursday, and the operator of stores selling construction and agricultural equipment...
Keep Reading →
September 4 - News - Comments
Because companies sometimes fail to deliver despite tall claims and promises, I usually take management statements with a pinch of salt. So when Deere...
Keep Reading →
August 28 - News - Comments
In the 14 years between its creation in 1990 and 2004, AGCO Corporation (NYSE:AGCO) set out on a mission to become one of the largest agriculture equipment...
Keep Reading →
August 22 - News - Comments
Weak investment sentiment in the industry has affected the demand for construction equipment. Deere & Company (NYSE:DE), Caterpillar Inc. (NYSE:CAT...
Keep Reading →
August 5 - News - Comments
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 &...
Keep Reading →
July 26 - News - Comments
Deere & Company (NYSE:DE)’s brand name has permeated the agricultural equipment industry for 175 years, and its strong dealer network supports...
Keep Reading →
July 3 - News - Comments
A country’s economic activity is the prime driver of its machinery industry’s demand. According to an IMF estimate, the world economy will...
Keep Reading →
July 2 - News - Comments
The doldrums seem to be over for agriculture machinery and infrastructure equipment as indicated by the May 15 surge of Alamo Group, Inc. (NYSE:ALG) to...
Keep Reading →
June 27 - News - Comments
Farming and construction machines are critical to keeping society functioning, and that’s a powerful moat. While they’re essential, unfortunately...
Keep Reading →
June 26 - News - Comments
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...
Keep Reading →
June 20 - News - Comments
When it comes to agricultural equipment, it’s hard to find a better-known name than Deere & Company (NYSE:DE). With its trademark green-and...
Keep Reading →
June 11 - News - Comments
The agriculture industry has been receiving some negative sentiment after Deere & Company (NYSE:DE)’s earnings release, as the giant agriculture...
Keep Reading →
May 28 - News - Comments
Record quarterly numbers that easily trampled Street estimates should have ideally charged up the bulls. Instead, Deere & Company (NYSE:DE)’s stock...
Keep Reading →
May 22 - News - Comments
In an SEC filing last week, the multi-billion dollar investment manager Southeastern Asset Management now owns some 12.2% of CNH Global NV (NYSE:CNH) ....
Keep Reading →
May 21 - News - Comments
Mason Hawkins, the talented mind behind Southeastern Asset Management, has nearly $23 billion in total assets under management. On May 10, he increased...
Keep Reading →
May 17 - News - Comments
As the economies around the world are stabilizing, every industry needs equipment to keep up with the pace. This creates an opportunity for machinery...
Keep Reading →
April 30 - News - Comments
Editor’s Note: This version has been modified to address CNH Global NV (NYSE:CNH) Global’s price appreciation. Last year’s drought brought...
Keep Reading →
April 19 - News - Comments
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...
Keep Reading →
April 19 - News - Comments
Deere & Company (NYSE:DE) reported first quarter earnings on Feb. 13 and they widely beat analyst expectations. Earnings per share came in at $1....
Keep Reading →
March 18 - News - Comments
Even after reducing its excess inventory by $2 billion in the fourth quarter of 2012, Caterpillar Inc. (NYSE:CAT) still faces a tougher road ahead. The...
Keep Reading →
March 1 - News - Comments
Even during weak macroeconomic conditions, India and China managed to grow to 6%. But both these countries derive a significant share of GDP from their...
Keep Reading →
February 25 - News - Comments
Makers of agricultural and construction equipment have, on the back of global recovery, been able to grow earnings encouragingly over the last few years...
Keep Reading →
February 21 - News - Comments
Recently, Jim Rogers — billionaire investor, market seer, and adventurer extraordinaire — was holding forth on one of the business networks...
Keep Reading →
February 14 - News - Comments
Last summer the US economy was suffering from drought and low agriculture production, and the analysts were writing a flurry of reports about how agriculture...
Keep Reading →
February 13 - News - Comments
Caterpillar Inc. (NYSE:CAT) has been trying to dominate the huge Chinese construction and mining equipment market. Acquisitions seemed to be a good strategy...
Keep Reading →
February 11 - News - Comments
The world’s largest farm equipment manufacturer, Deere & Company (NYSE:DE). has proven itself to be a great investment in the economic recovery,...
Keep Reading →
February 5 - News - Comments
The global economy continues its gradual, if painfully slow, recovery from the financial crisis. In particular, the housing market in the United States...
Keep Reading →
January 23 - News - Comments
Last year’s drought in the U.S. compelled many people to take short positions in the agriculture-related stocks. However, the market was taken by surprise...
Keep Reading →
January 17 - Hedge Funds - Comments
