Deere & Company (NYSE:DE)

CAPS Rating: 5 out of 5

The Company operates in 4 segments: agricultural equipment segment, commercial and consumer equipment segment, construction and forestry segment, and credit segment.

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Member Avatar afewgoodstocks11 (28.82) Submitted: 7/15/2014 2:09:58 PM : Outperform Start Price: $81.37 DE Score: -1.93

Div. (Yield) $2.40 (2.7%)

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Member Avatar OKwarrior (25.89) Submitted: 6/27/2014 2:13:21 PM : Outperform Start Price: $90.37 DE Score: -3.69

dominant company in a growing industry. Financials are solid. Growth is steady and they are trading at relatively low multiples.

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Member Avatar JPictor1 (37.86) Submitted: 6/20/2014 2:21:10 PM : Outperform Start Price: $91.02 DE Score: -8.66

6/20/2014 - GPM 30%; EBIT/MC = 18.7%; LTDebt/Net Inc = 6.1

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Member Avatar Johnybe (57.57) Submitted: 5/14/2014 9:46:28 PM : Outperform Start Price: $90.49 DE Score: -7.36

World Class quality products and management

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Member Avatar helicopterfool (26.25) Submitted: 4/29/2014 1:16:20 PM : Outperform Start Price: $93.29 DE Score: -10.83

jc

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Member Avatar mstockin (63.08) Submitted: 4/24/2014 3:14:26 AM : Outperform Start Price: $92.52 DE Score: -10.31

With an EBITDA growth rate of almost 20% and earnings per share of $9 for the past twelve months, this business is massively undervalued. The Deere company has an operating margin nearly double that of industry peers. DE has a history of consistent dividend payments and currently pays a higher one than its competitors. Current concerns about its valuation stem from the company being viewed as a proxy for the agricultural industry as a whole. A fair market valuation is $135 per share up to $199 per share (if you use a Lynch valuation). Recommendation is to buy and hold. Fool on.

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Member Avatar SilenceWall (< 20) Submitted: 4/19/2014 6:38:08 PM : Outperform Start Price: $92.37 DE Score: -10.60

The short-term issue the company has to deal with is the decrease price of corn. This means that farmers will make less profits to spend on agricultural equipment. Over the long term, this won't matter as much, especially due to the investments Deere & Company made in Brazil. Brazilian farm exports could surpass $100 billion in 2014. PE is extremely cheap, especially on a historical average which is a huge discount to the current market. Dividend is also very good. Agricultural equipment will be needed to help make the most of a decreased percentage of usable farm land.

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Member Avatar lpina2mi (34.98) Submitted: 2/25/2014 9:59:19 PM : Outperform Start Price: $83.18 DE Score: -0.80

DE is one of a handful of stocks from my investment slice I call Rebuild America. Since 2008 investment in public infrastructure has largely been set aside. Because the economy is improving, albeit unevenly, and our nation's infrastructure from transportation and communication by-ways are either crumbling or out-of-date, the Industrial sector will be busy and active.

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Member Avatar tomfoolme (< 20) Submitted: 2/11/2014 2:40:13 AM : Outperform Start Price: $86.36 DE Score: -7.65

Deere & Company agriculture/ turf, construction/forestry, & financial services
div=2.4%
Total Debt / Equity   3.36
Price Earnings   9.50
Price/Sales   0.90
Price/Book   3.13
Price/Cash Flow   6.90

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Member Avatar TMFTycoon (28.85) Submitted: 1/10/2014 2:25:52 PM : Outperform Start Price: $88.59 DE Score: -8.18

John Deere's international expansion and technological innovation is moving it away from the traditional farm-equipment cycle. Great opportunity exists in emerging markets such as Brazil and India.

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Member Avatar BGPenhollo (47.82) Submitted: 1/4/2014 8:50:43 PM : Outperform Start Price: $86.88 DE Score: -6.82

Low PE, Hi ROE, reasonable Dividend, solid company. As the economy grows, Deere will take off.

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Member Avatar buhlCO (< 20) Submitted: 12/19/2013 1:49:25 PM : Outperform Start Price: $87.85 DE Score: -8.56

cheap cheap cheap

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Member Avatar Zarathustra (35.88) Submitted: 12/15/2013 2:20:33 PM : Outperform Start Price: $86.03 DE Score: -8.00

Best farm equipment out there. Great business model and its made in the USA.

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Member Avatar NuclearSteve (69.08) Submitted: 12/9/2013 1:22:51 PM : Outperform Start Price: $85.53 DE Score: -5.80

Bollinger squeeze. Corn prices turning. Company buying back 24% of stock. Been in narrown range for long time. Breaking out last few days.

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Member Avatar deal4412 (68.98) Submitted: 11/10/2013 1:20:18 PM : Outperform Start Price: $80.02 DE Score: -1.42

Deere will play catchup with the broader market as demands for agricultural equipment increase in the international markets. Stock valuation is currently cheap, and economic growth and population indicators suggest strong upside potential for this beaten down stock.

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Member Avatar badducky (67.23) Submitted: 11/9/2013 8:17:53 AM : Outperform Start Price: $80.02 DE Score: -1.42

global warming is going to boost heavy equipment manufacturing.

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Member Avatar whbutler999 (53.45) Submitted: 11/2/2013 7:56:38 PM : Outperform Start Price: $80.62 DE Score: -2.52

seems to do better in the second quarter

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Member Avatar GyroDynasty (98.89) Submitted: 10/14/2013 10:10:11 PM : Outperform Start Price: $81.46 DE Score: -7.72

Should be no less than $104.60

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Member Avatar 10x2 (37.53) Submitted: 10/3/2013 6:07:49 PM : Outperform Start Price: $80.75 DE Score: -8.68

DE seems crazy cheap on the surface with a PE around 9.4. Their normalized PE over the last 15 years is about 17. Earnings are growing nicely and the stock pays an above market rate 2.5% dividend to boot. That dividend payout has more than tripled in the last 8 years so we are seeing some serious dividend growth. They are still only paying out about 22% of earnings so there is lots of room for the dividend to continue expanding,

On the bad side, we see earnings slowing this year then analysts foresee growth returning to about 10% annually after 2014. Also their debt is on the high side at 72% of their market cap. A lot of that is financing to their buyers though so it actually helps generate sales. Is that also a risk? Sure it is. But it's not like they're having to borrow to pay bills here.

Does anyone actually think John Deere is going away or even falling out of favor with customers? Deere is an American icon like Coke or McDonalds in my opinion.

Disclosure: I'm not long Deere yet but I'm not sure why either. I've been watching this one closely for a year and plan further research to try and figure out if there is a problem I'm not seeing.

Please pipe in if you see a problem I haven't picked up on.

Anyway, as far as this portfolio goes we'll look again in a couple of years. This appears as a nice entry.

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Member Avatar mrudolph72 (51.37) Submitted: 10/3/2013 2:41:56 PM : Outperform Start Price: $71.83 DE Score: -17.35

This one baffles me. It seems crazy cheap on the surface with a PE around 9.4. Their normalized PE over the last 15 years is about 17. Earnings are growing nicely and the stock pays a 2.5% dividend. I mean, just look at the dividends paid over the last several years. They've more than tripled in the last 8 years.

10/2004 0.50
10/2005 0.59
10/2006 0.74
10/2007 0.85
10/2008 1.03
10/2009 1.12
10/2010 1.14
10/2011 1.41
10/2012 1.74

That's some serious dividend growth and they are still only paying out about 22% of earnings so there is lots of room for the dividend to continue expanding, I get it that their debt is on the high side at 72% of their market cap a lot of that is financing to their buyers so it actually helps generate sales. Is it also a risk? Sure. But it's not like they're having to borrow to pay bills here. Does anyone actually think John Deere is going away? Deere is an American icon like Coke or McDonalds. Not long Deere yet but I'm not sure why. Watching closely and researching farther to try and figure out if there is a problem I'm not seeing here. Please pipe in if you have an idea I haven't picked up on.

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