Barry Schwartz Deere & Co. DE-N DON'T BUY Jun 03, 2025

He expects a weak quarter on Thursday. Share prices are falling due to farmer incomes, which should turn around. Price crops should increase. Deere has controlled inventory.

We need better ag machines to feed the world, ever-demanding more food, and Deere is front and center of that. They use big data to reduce crop nutrients, so they are on the leading edge of farming. Is a little concerned about their financing. But this is good the next 5-10 years.

They host an analyst meeting Tuesday and he expect them to tell a great story about farmer orders. It can go higher.

Is a heavy cyclical, depending on farm incomes and commodity prices, which you can't predict. DE equipment isn't cheap, so farmers must be confident enough to buy it. It's been difficult to predict. He's done okay with it before, but other sectors are more predictable.