Deere & Co. (DE)

172.14
1.08 0.63
NYSE : Producer Manufacturing
Prev Close 171.06
Open 172.03
Day Low/High 171.31 / 173.00
52 Wk Low/High 128.32 / 174.10
Volume 1.22M
Avg Volume 1.99M
Exchange NYSE
Shares Outstanding 314.87M
Market Cap 54.36B
EPS 7.30
P/E Ratio 16.78
Div & Yield 3.04 (1.80%)

My Takeaways and Observations

My month was made by Double D's comments, and I mean it.  At my core I am a softie, and D's sweet words tugged at my heart. I shared them with my family. Bottom line to me on the markets: This week's events reset global economic and profits growth l...

My Takeaways and Observations

Perhaps more than ever, the market has no memory from day. Stocks closed up by 35 handles and ended at the day's high. What were the odds of this occurring at yesterday's close? Enough said. I got lucky and got slightly net long and covered a lot of...

Deere Stages a Breakout

This could be the start of something big.

My Morning Musings

Since we last met, I wrote an analysis of Signet Jewelers (SIG) that asked questions about the firm's credit portfolio -- and the stock subsequently cratered. I've also felt similarly bearish about other consumer-discretionary names like Buffalo Wil...

Newly-Public SITE Has a Lot of Runway

The stock could hit the $40s if the company executes well.

Shorts Are Feeling Boxed In

They're betting on a continuation of fundamental deterioration.

My Takeaways and Observations

Chart gazing.  The disappointing jobs report could be a precursor to stagflation and a garden-variety recession in late 2016/early 2017.   I sold my SPDR S&P 500 ETF (SPY) puts near the intraday low as time was running out (expiration in two weeks) ...

AGCO Outpaces Deere in Tractor Pull, With Help of 'Friendly Activist'

The Georgia-based manufacturer may be outperforming Deere due to its focus on farming equipment and optimism on Argentina.

My Takeaways and Observations

Venezuela is the new Greece.  Icahn goes for some Allergan (AGN) -- a name of mine -- but his impact is muted after missteps in the energy space and elsewhere.   Nobody likes short people,  but I grow shorter daily. (Note: We got little hands and li...

It's Time to Find Some JOY in Beloved Cyclical Stocks

JOY sets the tone for some cyclicals this week.

This Is a Stock Pickers' Market Again; Enjoy It

Folks, hiking rates one or eight times is really not that big a deal.

My Takeaways and Observations

Peak Housing? No follow-through from the homebuilders today. Peak Bank Stocks?  Ali Blah Blah -- aka Alibaba (BABA) -- is a downside highlight today. See my post.  Small short adds and small long adds.  I remain manifestly bearish -- but, as I have ...

My Takeaways and Observations

The day started with the challenges in the sneaker field.  Bloomberg on Goldman Sachs and Morgan Stanley analysts' Tesla (TSLA) price target hikes -- I believe (and am quoted) that these moves go against the spirit of the law.    I remember CNBC's M...

Deere upgraded at BMO

My Takeaways and Observations

I started the day with what I think is an important call on defensive consumer nondurables -- Sell, Mortimer! My Trade of the Week -- short Consumer Staples Select Sector SPDR ETF (XLP) -- is an outgrowth of my opening missive.  There are new presid...

Midday Report: Applied Materials Leads Tech; U.S. Stocks Jump

Midday Report: Applied Materials Leads Tech; U.S. Stocks Jump

U.S. stocks jumped higher on Friday as the two-day intense focus on the Federal Reserve and its rate hike plans began to ease.

Why It's Time to Invest in Deere (Slowly)

I am an accumulator, a collector, of companies like John Deere.

U.S. Futures Rally Premarket, Close Week on High Note

Crude prices were not cooperating with the market, falling slightly in morning trading. 

What's Ahead Friday: Will Campbell Soup Satisfy Investors' Appetite?

What's Ahead Friday: Will Campbell Soup Satisfy Investors' Appetite?

In 'What's Ahead on Wall Street' for Friday May 20, we're focusing on several companies among the string of quarterly reports still trickling out.

My Takeaways and Observations

I will start Takeaways the way I started it yesterday. Blah, blah, blah. Too many are certain in view. Indeed, if you listen to someone who talks with certainty and is authoritative in view, hide your children from them! The only certainty is the la...

Deere's Intriguing, But How to Play It?

Deere's Intriguing, But How to Play It?

The stock is bouncing around quite a bit, so options numbers will move with price.

Lightning Round, Part One

Here are answers to some of your questions today. Keep 'em coming to me at gentilerealmoney@gmail.com and I'll answer more this afternoon. Q. FitBit (FIT) -- what are your thoughts on this "growth stock"? -- Michael S. A. The question I have for Fit...

Where Trading and Accumulation of Stocks Differ

I have received a lot of tactical questions around trading and accumulation of stocks today. So, here's how I do it ... It is important to distinguish between "trading" and "investing" in stocks. Make the declaration before you begin. If you have do...

Our First 'Lightning Round' (Part II)

Here are some more answers to questions that I got this morning from readers. Keep 'em coming at gentilerealmoney@gmail.com and I'll post more at around 2 p.m. ET this afternoon (or click here to read Q&As from a little earlier today). Q. What are y...

My Takeaways and Observations

My explanation for today's market advance (it's as good as anyone's!): Markets were oversold. The S&P 500 held the 50-day moving average. The put/call ratio popped back up.  From here, the key might be to watch what other asset classes rally with eq...

My Takeaways and Observations

Nyquist can now win The Triple Crown. Effortless win. I had a fun interview with Boston Red Sox fan Thomas Keene on Bloomberg "Market Surveillance."  I mused at the get go.  And one more muse.  I am a disbeliever on the China story and I'm shorting ...

And Now the Farm Report

"Just one more thing." --Lt. Columbo One last thing. I forgot to include in my Takeaways post the weak performance in agricultural equipment stocks, with Caterpillar (CAT) down $2.14 and Deere (DE) off $1.22.

My Takeaways and Observations

My reaction to the Apple (AAPL) interview by Jim "El Capitan" Cramer.  It is amusing to me when many Apple holders and traders in the business media -- previously seeking short-term performance - now seem to rationalize the holding as a long-term in...

My Takeaways and Observations

My opening missive was "Monetary Policy in Wonderland": Central bankers have been effective in delivering a positive outcome in repressing volatility and producing higher financial prices but not in producing rising economic activity. The market bet...

My Takeaways and Observations

All Apple (AAPL) this morning. Here, here and here.  Re-shorted Amazon (AMZN) at $619-$620 yesterday (a good thing) and I'm trying to short more.  Peak Hedge Funds -- more evidence.  The man, the legend: Tattoo!  Tell Me Something I Don't Know.  Dan...