Deere & Co.

DE-N

NYSE:DE

253.39
0.71 (0.28%)
John Deere is the brand name of Deere & Company, an American corporation that manufactures agricultural, construction, and forestry machinery, diesel engines, drivetrains used in heavy equipment, and lawn care equipment.
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Analysis and Opinions about DE-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
May 8, 2013

South America will be a very good catalyst for them. Crop insurance in the US helped the farmer. 50% farm equipment.

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Deere & Co. (DE-N)
May 8, 2013

South America will be a very good catalyst for them. Crop insurance in the US helped the farmer. 50% farm equipment.

COMMENT
COMMENT
March 13, 2013

Producing a lot of cash and capital allocation is a very, very big topic of conversation in corporate America right now. You can expect that the dividend will grow at a fairly rapid rate. We are embarking on a time when there is greater and greater need to increase planted acreage. 2.2% dividend yield.

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Deere & Co. (DE-N)
March 13, 2013

Producing a lot of cash and capital allocation is a very, very big topic of conversation in corporate America right now. You can expect that the dividend will grow at a fairly rapid rate. We are embarking on a time when there is greater and greater need to increase planted acreage. 2.2% dividend yield.

WAIT
WAIT
January 28, 2013

CAT reported big earnings and are in the same sector. Sometimes there is a couple of trading days and then the correction starts in the sector. Thinks it will remain in a trading range. Sometime over the next couple of months.

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Deere & Co. (DE-N)
January 28, 2013

CAT reported big earnings and are in the same sector. Sometimes there is a couple of trading days and then the correction starts in the sector. Thinks it will remain in a trading range. Sometime over the next couple of months.

PAST TOP PICK
PAST TOP PICK
November 21, 2012

(Top Pick Nov 23/11, Up 13.73%) Missed on some expenses. A good long term secular story. Farmers are doing well even with the drought.

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Deere & Co. (DE-N)
November 21, 2012

(Top Pick Nov 23/11, Up 13.73%) Missed on some expenses. A good long term secular story. Farmers are doing well even with the drought.

HOLD
HOLD
October 12, 2012

(Market Call Minute.) This is one she is looking to add if things play out in the fall.

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Deere & Co. (DE-N)
October 12, 2012

(Market Call Minute.) This is one she is looking to add if things play out in the fall.

DON'T BUY
DON'T BUY
July 27, 2012
(Market Call Minute.) With grain prices going through the roof, you would think this would be a great place to be but with farmers yields so poor they won't be needing to buy new machinery.
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Deere & Co. (DE-N)
July 27, 2012
(Market Call Minute.) With grain prices going through the roof, you would think this would be a great place to be but with farmers yields so poor they won't be needing to buy new machinery.
TOP PICK
TOP PICK
July 25, 2012
Although they are being hit by a drought, most of the farmers are covered by crop insurance and with the drought you are going to see an extended cycle. Although this could be impacted short-term, it will be a long-term benefit to them. Trading at less than 10 times earnings and thinks they will make $8 this year. Looking for organic growth of 12%-15%.
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Deere & Co. (DE-N)
July 25, 2012
Although they are being hit by a drought, most of the farmers are covered by crop insurance and with the drought you are going to see an extended cycle. Although this could be impacted short-term, it will be a long-term benefit to them. Trading at less than 10 times earnings and thinks they will make $8 this year. Looking for organic growth of 12%-15%.
COMMENT
COMMENT
July 9, 2012
Likes agriculture but decided to go with nutrients (potash, nitrogen, ammonia, etc) rather than equipment manufacturers for now because nutrients are consumable. If there is a little more comfort and visibility on the macro look, and it has pulled back a little she would be interested.
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Deere & Co. (DE-N)
July 9, 2012
Likes agriculture but decided to go with nutrients (potash, nitrogen, ammonia, etc) rather than equipment manufacturers for now because nutrients are consumable. If there is a little more comfort and visibility on the macro look, and it has pulled back a little she would be interested.
PAST TOP PICK
PAST TOP PICK
June 7, 2012
(A Top Pick May 12/11. Down 15.99%.) Geared towards economically sensitive areas so it is suffering like most other cyclicals. Trading at about 9-10 times forward PE with a 15% growth rate. 80% of their revenues come from agriculture.
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Deere & Co. (DE-N)
June 7, 2012
(A Top Pick May 12/11. Down 15.99%.) Geared towards economically sensitive areas so it is suffering like most other cyclicals. Trading at about 9-10 times forward PE with a 15% growth rate. 80% of their revenues come from agriculture.
TOP PICK
TOP PICK
April 12, 2012
Well-managed. About 80% of their revenues from agriculture and turf with 20% from construction and forestry. Have great opportunities in Russia and Europe. Russia is consolidating their smaller farms. 5 year dividend growth rate of 14%. High ROE. Trades at less than 10X earnings.
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Deere & Co. (DE-N)
April 12, 2012
Well-managed. About 80% of their revenues from agriculture and turf with 20% from construction and forestry. Have great opportunities in Russia and Europe. Russia is consolidating their smaller farms. 5 year dividend growth rate of 14%. High ROE. Trades at less than 10X earnings.
COMMENT
COMMENT
April 3, 2012
75% of their business is from turf and agriculturely based service and production. They have a lot of competition internationally. A lot of smaller and midsize companies in India, China and even Europe have adapted their business to get on the agri-business food shortage theme.
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Deere & Co. (DE-N)
April 3, 2012
75% of their business is from turf and agriculturely based service and production. They have a lot of competition internationally. A lot of smaller and midsize companies in India, China and even Europe have adapted their business to get on the agri-business food shortage theme.
BUY WEAKNESS
BUY WEAKNESS
March 16, 2012
One of the best agri stocks in the world. Ethical. Farm equipment frowth is going to be tremendous in 2012. 8% this past quarter, be predicts. 38% total return projected.
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Deere & Co. (DE-N)
March 16, 2012
One of the best agri stocks in the world. Ethical. Farm equipment frowth is going to be tremendous in 2012. 8% this past quarter, be predicts. 38% total return projected.
BUY
BUY
January 11, 2012
Likes it. Will do well over the next while. At a sweet spot. Farmers are making money and they like to invest in new equipment. Very positive on it. This is a real recovery in the stock and in the market.
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Deere & Co. (DE-N)
January 11, 2012
Likes it. Will do well over the next while. At a sweet spot. Farmers are making money and they like to invest in new equipment. Very positive on it. This is a real recovery in the stock and in the market.
TOP PICK
TOP PICK
November 23, 2011
Long term secular growth area. Yields are increasing, farmers are doing well, and spending money on products that Deere makes.
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Deere & Co. (DE-N)
November 23, 2011
Long term secular growth area. Yields are increasing, farmers are doing well, and spending money on products that Deere makes.
DON'T BUY
DON'T BUY
November 17, 2011
Not bad. Has been running up against some technical resistance that it will have to get over it it's going to go any higher. Up in the higher end of its valuation range of the last 25 years in Price to Book terms. Has some long-term risks.
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Deere & Co. (DE-N)
November 17, 2011
Not bad. Has been running up against some technical resistance that it will have to get over it it's going to go any higher. Up in the higher end of its valuation range of the last 25 years in Price to Book terms. Has some long-term risks.
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