Deere & Company (DE)
The Company operates in 4 segments: agricultural equipment segment, commercial and consumer equipment segment, construction and forestry segment, and credit segment.
Recs
00101
(43.33)
Submitted: 11/25/2009 9:17:53 AM :
Start Price:
$51.68
DE Score:
-3.72
Downthumb. Huge debt ratio. Low sales growth. Still high cap-ex. Good payout. Highly margined for recovery. But recovery may not be very strong. Negative free cash flow. Very low short base.
Recs
scoobamang
(86.36)
Submitted: 10/29/2009 1:01:47 AM :
Start Price:
$45.82
DE Score:
-11.31
Bad fundamentals, 52 week high.
Recs
NeedToRelax
(< 20)
Submitted: 6/2/2009 12:59:09 AM :
Start Price:
$46.28
DE Score:
+3.20
If cash is tight, people will keep the old machines longer, instead of buying new DE equipment
Recs
optionhater
(94.98)
Submitted: 5/28/2009 12:36:47 PM :
Start Price:
$40.92
DE Score:
-6.17
leverage is not your friend in a high fixed cost business when sales are depressed. They are leveraged about 3:1.
Recs
DIJR
(< 20)
Submitted: 2/19/2009 12:43:24 PM :
Start Price:
$30.79
DE Score:
-30.73
I see this one sky rocketing now oil is cheaper and when banks start lending again
Recs
Traveller43
(53.87)
Submitted: 1/9/2009 9:16:37 PM :
Start Price:
$44.03
DE Score:
+5.62
Deere is a good company but will be hurt by tight credit
Recs
1dealer
(< 20)
Submitted: 10/9/2008 9:24:26 PM :
Start Price:
$36.36
DE Score:
-15.96
this company has fundamentaly changed the way it is operated. The ag equipment dealers are being forced to merge by the company. There has been some pushback from customers. Deere has lost some market share in key areas of their business. They have been unable to produce and deliver the volume of equipment that US farmers are asking for forcing farmers to put off buying or purchase other brands. One may notice the stock value was declining before the big market downturn. My position is if Deere was unable to take complete advantage of the largest boom in the Ag market over the last year, something is very wrong with the company.
Recs
holdem83
(< 20)
Submitted: 8/13/2008 10:42:53 AM :
Start Price:
$62.43
DE Score:
+3.69
High cost for raw materials as well as an end to the farm season will drop this stock to mid 50's and will pick up in 1st quarter of 2009.
Recs
ahabswife
(< 20)
Submitted: 5/19/2008 1:27:00 PM :
Start Price:
$79.36
DE Score:
+12.45
I think this is a great company, and I want them to do well. However, I know a lot of farmers out there who are not buying new equipment. I see a lot of construction companies buying Volvo, and your average consumer isn't buying anybody at the moment. It simply comes down to how much is in the pocketbook right now.
And a lot more farmers are renting their equipment through co-ops so don't go thinking that because there are farms they have a tractor.
Recs
ts6103
(75.94)
Submitted: 5/14/2008 2:16:41 PM :
Start Price:
$78.76
DE Score:
+13.15
Has risen sharply in the last couple of years and cannot be sustained as the recession looms and with the market of scarcity, Industrial and non-industrial farms are going to put off upgrading new equipment. DE will have to increase their prices due to an increase in raw material and will have to suppress their current margins in order to attract consumers.
Recs
stormsley
(< 20)
Submitted: 5/1/2008 5:26:33 PM :
Start Price:
$82.50
DE Score:
+16.69
Now that commodities are equalizing, those who helped their rise will dwindle a bit as well.
Recs
jonvaughn
(< 20)
Submitted: 4/24/2008 11:45:26 AM :
Start Price:
$85.81
DE Score:
+20.86
Farmers won't use new equipment during our food crisis.
Recs
StockHunter007
(35.95)
Submitted: 3/13/2008 10:28:14 PM :
Start Price:
$81.68
DE Score:
+21.68
growing agriculture and alternative fuels demand... Ethanol plantations and crops like corn at highest prices ever, lead to more agriculture land
Recs
Recs
avalon02
(90.19)
Submitted: 12/11/2007 6:32:47 PM :
Start Price:
$84.39
DE Score:
+13.61
Now, let's see... An old crusty unionized farm implement manufacturer producing products for a shrinking clientele base. Doesn't look good to me....
Recs
tradzbadly
(67.09)
Submitted: 8/31/2007 12:54:33 PM :
Start Price:
$65.28
DE Score:
-3.11
all cycles have an end
Recs
AlotaNothing
(< 20)
Submitted: 7/28/2007 4:46:48 AM :
Start Price:
$58.27
DE Score:
-11.82
Just losing the former years common household name, the products are great, but there is just a lot of competition
Recs
wcwhiner
(99.80)
Submitted: 6/1/2007 4:50:16 PM :
Start Price:
$57.04
DE Score:
-17.64
My going macro thesis is that "soft landing" includes both the word "soft" and the word "landing". Since machinery has been run up nicely as the first word in the phrase has started sinking into the market's consciousness, I decided to fade a couple names. If there is a risk at current prices, it is of more landing than expected. Reversal plays are always dicey, but I shall want to ride these ideas until I start seeing a renewed upswing in the data (and no, flat nonfarm payroll per population is not a "renewed upswing").
Recs
shirleyb123
(< 20)
Submitted: 4/20/2007 10:30:55 AM :
Start Price:
$53.51
DE Score:
-20.92
Farm quipment purchases may be down for a while since the weather has adversely effected many. Other product sales should hold firm though.
Recs
tradersinsights
(54.79)
Submitted: 4/10/2007 11:44:06 AM :
Start Price:
$51.69
DE Score:
-22.37
Stock overvalued and the corn euphoria is giving this stock extra speculative flows. Fair value is around the mid 90s.
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