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Update Deere (DE)
Valuing a cyclical stock such as Deere (DE)—which reports fourth quarter fiscal 2010 earnings on Wednesday, November 24–is always difficult. You have to figure out where the company is in the revenue...
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Buy Lindsay (LNN)
Ah, if Lindsay (LNN) was just a pure play irrigation company. Then Lindsay wouldn’t have missed fiscal first quarter earnings by 15 cents a share yesterday, December 22. But, on the other hand, then...
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Sell Lindsay (LNN)
I’m looking to take profits in Lindsay (LNN) here now that the stock is again above my $72 target price. So as of today April 8 I’m selling these shares out of Jubak’ Picks with a 19.8% gain since I...
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Pork prices threaten higher inflation in China and promise higher farm...
This little piggy went to market. This little piggy stayed home. This little piggy had roast beef. This little piggy had none. Well, actually China’s 689 million pigs will have none—unless China...
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Sell FMC
FMC (FMC) has two big problems. It’s agriculture solutions business is too exposed to Latin America in general and Brazil in particular, and the stock is not cheap enough given the dismal near- and...
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