Deere & Company (DE)

great buy! Just take into consideration the amount of people that walk this earth, and then try to picture the amount of food it take to keep the people of this world alive. With that in mind, John Deer is one of the largest suppliers to farmers. Also John Deer supplies forestry equipment, and thats never going away. In addition to those types of equipment they also supply the following: residential, commercial, golf and construction equipment. So if you look at all of those things you will realize that our country uses them every day and there more than likely not going anywhere. Happy investing and good luck (tho you wont need it).

Any company that can continue to grow profit and raise prices on its products and sell them during a slowdown in its business cycle isdefinitely best in class-look for profits to pick up once the US housing cycle bottoms out.

I've tried to figure out why I like this stock for a while now, and I can't pinpoint the reason. I took a glance at their past few annual reports, saw sound top and bottom line numbers/growth, a heavy focus of its business on international/emerging markets, increased buybacks, and a growing dividend. But none of those tidbits by itself does the trick. Rather, it's the Deere story in totality that, to me, epitomizes the whole "solid American company that the whole world needs" image. We've got biofuels. We've got a growing world population. We've got hungry third world people. We've got old equipment that needs replaced. And I can't think of a good reason for this company to stop growing.

I think fundamentals are okay... trades at a slight premium but deservedly so. Rev/income growth not expected to be breathtaking but still strong and stable. Do have some questions on the balance sheet (for example, there's a huge receivables figure that seem to have been converted from long term investments but have sat as receivables for two quarters... wish I understood that more) and debt isn't ideal (though it has been steadily managed the past few years).

But I'm sold on the story. And I'm in for real money.

Machine of choice for the farmer. Farmers never had crop prices like they do now and for the forseable future. Cheaper dollar means more export potential for the growing demand for aggriculture products.

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").

I beleive DE's growth and growth potential going foreward in the industrial equipment market has not been fully recognized. Thus leaving the share price inexpensive even per a relatively low PE and other ratios. The Foolish investor should recognize and explore DE's gradual shift from agri. equipment to industrial equipment as well as improvements in production effeciency.

There is irrational speculation in DE based on US farmers spending $$ in 2007. FACT: US farmers were not a profitable segment for DE in 2006 according to the company's last quarterlly report filed in 2006. In addition, sales to US farmers have been projected by DE to be flat for 2007.

Taking this because, frankly, my son won't forgive me if I don't. Well, that and a rock-bottom P/E that's historically low and ripe for expansion, especially if demand for construction and mining equipment doesn't lose much steam.

I remain bullish with John Deere. The products ae sound and international sales are starting to take off. the garden tractor business has a market nitch. Contining with solid managment

Deere is consistently ahead of the curve with new emission standards going into effect over the next several years on all large machinery. As demand for the corn used in ethanol increases profits for farmers go up. Farmers being good commonsense folk know that if they dont spend thier hard earned money the goverment get it in taxes so many of them use it to make large equiptment purchases. Brand recognition among non agricultural folks is high as well.

American as apple pie. Definately believe the US is finally fed up with foreign dependency on OIL. Deere will lead the industry in providing the best equipment to produce the commodities that will be processed in to bio-fuels.

corn is the next crude

Corn prices are at an all time high due to demand for the production of ehtanol. This has sparked many farmers to update their fleets. Deere's equipment is in such demand, that I have heard rumors that they may not be able to fill all of their orders for the year. This huge deman has to fare well for this great American company.

This is a great play in the growing world. Farmers are now rebuying or expanding thier equipment. I see green and yellow on everyones yards and in front of home depot and lowes. The best thing is that the market has pulled back 2% and DE took a pretty solid hit. They announced continued stock buy back and this stock has been on my strategy list and with the pull back I am buying it.

With gas prices likely to rise the production of ethanol (corn) will make deere a huge player.

Go for the Green

Nothing Runs like a Deere! With industry going green, farmers and equipment sales will be booming

Increase sales of combines to corn farmers.

Increase in farm activity due to bio-diesel boom should have a beneficial impact.