CNH is plowing ahead, but we have some lingering concerns.
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.
Recent U.S. economic data bodes well for industrial companies' near-term fortunes.
The sector is still largely cyclical, but companies with moats will be in the best position to take advantage of long-term secular trends.
Turbulent weather, market present a long-term opportunity to buy into farm OEMs.
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