Global Precision Farming Market - Trends, Analysis & Forecasts (2016-2021) - Governmental Incentives & Subsidies Driving Growth - Research and Markets
In Overture, Ford Rethinks Car Plan -- WSJ
AGCO stands poised to benefit from South America's agriculture revival.
There are a few opportunities for investors, but bargains are rare in industrials overall.
Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.
After several strong years of U.S. and Canadian machinery purchases, growth rates look to slow.
Bargains are currently scarce in the sector, but industrials continue solid execution and segment portfolio refinement.
We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.
David Iben kept a low profile when he left Nuveen Tradewinds, but now the contrarian is back to running a new global all-cap strategy.
David Iben kept a low profile when he left Nuveen Tradewinds. But now the noted contrarian is back to running a new global all-cap strategy.