SocialPicks Sentiment:
** v.s.
other stocks
|
This Quarter's Sentiment:
|
|
|
SocialPicks Community
AGCO Corp.
AG
|
|
|
<> AGCO Corporation manufactures and distributes agricultural equipment and related replacement parts worldwide. The company provides compact tractors, utility tractors, and high horsepower tractors used in farms and in specialty agricultural industries, such as dairies, landscaping, residential areas, livestock, orchards, and vineyards. It also offers combines; self-propelled, three- and four-wheeled vehicles, and related equipment for use in the application of liquid and dry fertilizers, and crop protection chemicals; chemical sprayer equipment; and related equipment, including vehicles use...
|
Green Acre$
AG
|
|
|
<> AGCO Corp is a Georgia-based maker of agricultural equipment. This is a good play on increased demand for food in the world. Despite the large runup that it has enjoyed in the last year, it is still relatively cheap, compared to others in the sector. It has a P/S of 0.89 and a PEG of 1.34. The P/FCF is appromixately 16, less than the industry and the S & P 500. It has a double digit return on equity. On the negative side, margins have lagged its peers in recent years and it has done a poor job in reducing its tax burden(the rate has actually increas<><><><><><><><><>...
|
Green Acre$
AG
|
|
|
<> AGCO Corp is a Georgia-based maker of agricultural equipment. This is a good play on increased demand for food in the world. Despite the large runup that it has enjoyed in the last year, it is still relatively cheap, compared to others in the sector. It has a P/S of 0.89 and a PEG of 1.34. The P/FCF is appromixately 16, less than the industry and the S & P 500. It has a double digit return on equity. On the negative side, margins have lagged its peers in recent years and it has done a poor job in reducing its tax burden(the rate has actually increas<><><><><><><><><>...
|
From the Blogosphere
Deere (DE) With "Eh" Type of Report
|
|
|
I don't see anything special out of Hewlett Packard (HPQ) last night except for the fact that 6400 new people are now going to be unemployed... I'm sorry, that's bearish. 6400 more workers soon will be employed by federal agencies and/or Walmart. And this morning we have an "eh" type of report out of Deere (DE). Since agriculture is my favorite long term thesis (i.e. decades) I always keep an eye out on this company as the big kahuna in equipment. I see very little in the way of green shoots - but hey that's ok, Bank of America (BAC) was able to unload $8B of shares on the public and t...
|
Earnings of Note Monday-Tuesday
|
|
|
Some names I am looking at early this week
Monday
Fund holdings - Baidu.com (BIDU) and First National Financial (FNF). The former broke through the 200 day moving average Thursday but I cut it down to 1 share on super froth. The latter has been stagnat the past 8 days, with each day an intraday low hitting the 50 day moving average. Very strange. I cut back a bit to a 2.5% stake since I have double jeopardy in these guys with FNF and FAF. I expect good things but the stock action has been weak"ish" and this is the more expensive of the two - not that it matters because nowadays all secto...
|
Circling Back to Look at Agriculture Equipment Stocks - Deere (DE) and Agco (AG)
|
|
|
Agriculture is one of the most prominent long term themes from my investing standpoint; we've been involved in some shape since day 1 of the fund/blog. While I like to use fine instruments (individual equities) rather than broad (ETFs) in most cases.... for readers who wanted an easy "1 stop shop" way to play the theme we outlined Market Vectors Agribusiness (MOO) [Sep 7, 2007: This MOO for You? An ETF to Play the Global Agriculture Boom] Within this you get fertilizer, equipment, seeds, irrigation - the whole crew
<><><>One of the themes the fund is currently investing in is the secular agricu...
|
Circling Back to Look at Agriculture Equipment Stocks - Deere (DE) and Agco (AG)
|
|
|
Agriculture is one of the most prominent long term themes from my investing standpoint; we've been involved in some shape since day 1 of the fund/blog. While I like to use fine instruments (individual equities) rather than broad (ETFs) in most cases, for readers who wanted an easy "1 stop shop" way to play the theme we outlined Market Vectors Agribusiness (MOO) [Sep 7, 2007: This MOO for You? An ETF to Play the Global Agriculture Boom] Within this you get fertilizer, equipment, seeds, irrigation - the whole crew
<><><>One of the themes the fund is currently investing in is the secular agricultu...
|
John Deere: How bumpy a ride?
Filed under: Earnings reports, Caterpillar (CAT), Deere and Co (DE), Agriculture, Recession  The world's largest maker of farm equipment is due to report earnings on February 18 and the outlook is generally bleak. All of the major drivers behind Deere's (NYSE: DE) formidable business appear to be headed into a tailspin. Global agricultural commodity prices have come down significantly from peaks in 2007 and 2008, leaving farmers with less money to spend.The U.S. Department of Agriculture is estimating that net farm income in the U.S. will decline by a whopping 20% on average. Currency shocks ...
|
|
ROCK-STAR INVESTORS
|
|
POPULAR STOCKS
|
|
TODAY'S HEADLINES
|
|
TODAY'S TOP PICKS
|
|
|
Visit streetinsider.com
Be the first to start a discussion and earn 2 points.
More Resources
|
About AGCO Corp.
- Answers.com
