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Speakers (5)
Adam Anderson
Florida State Representative
Annmarie Hordern
Bloomberg Reporter
Aoifinn Devitt
Global Managing Director, Moneta Group
Clare Pleydell-Bouverie
Co-Head of Global Innovation, Liontrust Asset Management
Deborah Aitken
Senior Analyst, Bloomberg Intelligence
Trade Ideas (48)
Date Ticker Price Dir Speaker Thesis Source
Feb 19
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Walmart earnings, Fed comments, jobs data: Wh...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Earnings live: Carvana stock plunges after pr...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Deere Earnings Are Coming. Investors Are Look...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
This Cathie Wood Stock Is Already Up Nearly 3...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
This Week's 5 Spectacular Earnings Charts
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Earnings live: Wingstop stock surges on Q4 ea...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Zacks Industry Outlook Highlights Kubota, AGC...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Walmart Earnings, GDP and Inflation Data: Wha...
Feb 18
DE
$593.27
$593.27 +0.0% 		N/A Finnhub News — Finnhub - DE
Deere (DE) Q4 Earnings: What To Expect
Feb 17
DE
$600.84
$593.27 -1.3% 		LONG Josh Brown
CEO, Ritholtz Wealth Management 		"Industrials [earnings growth] 26%... This is your earth movers... heavy equipment... building data centers... It's not just a rerate. There is something happening here with capex that's leading to higher revenue." The "HALO" (Heavy Assets, Low Obsolescence) thesis suggests capital is rotating out of asset-light software into asset-heavy companies building the physical infrastructure for AI and energy. These companies have tangible moats and are currently delivering the highest earnings growth in the market. LONG Industrials and heavy machinery stocks as the primary beneficiaries of the infrastructure boom. A slowdown in global CapEx spending or a recession curbing construction demand. The Compound News
“Unrealized” Capital Gains Tax is Economic Su...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Equities Rise Intraday as Markets Await This ...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
S&P 500 Companies' Profit Growth Slows From P...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Deere Set to Report Q1 Earnings: Here's What ...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
4 Farm Equipment Stocks to Watch Despite Ongo...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Pre-Markets in Red to Start Holiday Shortened...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Pre-Markets Begins Shorter Week Slowly
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Farm Equipment Maker CNH Beat Wall Street Est...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Earnings live: eToro surges after Q4 profit b...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
US Equity Investors to Focus on AI-Disruption...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
AI Caution Damps Wall Street Pre-Bell; Asia M...
Feb 17
DE
$600.84
$593.27 -1.3% 		N/A Finnhub News — Finnhub - DE
Deere Leans On AI And Digital Platforms For N...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Did Deere’s (DE) Profit Slump and AI Pivot Ju...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
US manufacturing pipeline grows, firms plan $...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Outdoor Power Equipment Global Outlook Report...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Europe Agriculture Equipment Industry Researc...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
US Agriculture Equipment Market Research Repo...
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
3 Hyped Up Stocks We Steer Clear Of
Feb 16
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
1 Industrials Stock to Consider Right Now and...
Feb 15
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Deere Paid $1.62 This Week: Breaking Down the...
Feb 15
DE
$602.92
$593.27 -1.6% 		LONG Marco Rubio
Secretary of State 		Rubio states, "In the end, it will come to a negotiated settlement," and notes that rebuilding Ukraine's infrastructure and energy grid will take "billions of dollars and years and years." The Secretary of State confirming a push for a negotiated settlement reduces the "tail risk" of endless escalation. A ceasefire triggers the "Reconstruction Trade." Heavy machinery (CAT) and agricultural equipment (DE) are essential for rebuilding infrastructure and restoring Ukraine's "breadbasket" status. Furthermore, a peace deal removes the primary geopolitical overhang on European markets, prompting a re-rating of EU assets. LONG exposure to global construction/agriculture machinery and broad European indices. Negotiations fail; Russia launches a new offensive that drags NATO in directly. Bloomberg Markets
Rubio Says US Wants Europe to Prosper, Allian...
Feb 14
DE
$602.92
$593.27 -1.6% 		LONG Finnhub News Jim Cramer expressed strong approval for Deere's recent quarterly performance. Finnhub - DE
Jim Cramer Loved Deere (DE)’s Quarter
Feb 14
DE
$602.92
$593.27 -1.6% 		SHORT Finnhub News Universities are experiencing financial difficulties even though their operational performance is strong. Finnhub - DE
Universities Feel a Fiscal Squeeze Despite So...
Feb 13
DE
$602.92
$593.27 -1.6% 		LONG Finnhub News The headline questions Deere's continued investment appeal following a significant one-year stock gain and positive discounted cash flow projections. Finnhub - DE
Is Deere (DE) Still Attractive After 30% One ...
Feb 13
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Assessing Deere (DE) Valuation After Strong S...
Feb 13
DE
$602.92
$593.27 -1.6% 		NEUTRAL Finnhub News A congresswoman with an investment in xAI has also invested in Apptronik, a competitor to Tesla's robotics efforts. Finnhub - DE
Congresswoman With Stake In Musk's xAI Adds P...
Feb 13
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Deere (DE) Q1 Earnings on the Horizon: Analys...
Feb 13
DE
$602.92
$593.27 -1.6% 		N/A Finnhub News — Finnhub - DE
Deere Startup Collaborator Cohort Puts Techno...
Feb 12
DE
$598.11
$593.27 -0.8% 		N/A Finnhub News — Finnhub - DE
Apptronik Raises $520 Million at $5.5 Billion...
Feb 12
DE
$598.11
$593.27 -0.8% 		N/A Finnhub News — Finnhub - DE
John Deere: Solving farmers' problems for nea...
Feb 12
DE
$598.11
$593.27 -0.8% 		LONG Peter Navarro
Senior Counsel on Trade and Manufacturing (Trump Adviser) 		Navarro acknowledges retaliatory tariffs hurt farmers but states, "We make sure that farmers are made whole... I personally been involved... in making sure that farmers... can't be used as bargaining chips." The administration is committed to subsidizing the agricultural sector to offset trade war losses. "Made whole" implies direct cash injections, which supports farm income and equipment purchasing (Deere). LONG US Agriculture equipment and inputs on the back of guaranteed government support. Subsidies may lag behind the economic damage caused by lost export markets (China). Bloomberg Markets
Trump Adviser Navarro on the Attack Against D...
Feb 12
DE
$598.11
$593.27 -0.8% 		N/A Finnhub News — Finnhub - DE
Deere (DE) Expected to Beat Earnings Estimate...
Feb 12
DE
$598.11
$593.27 -0.8% 		N/A Finnhub News — Finnhub - DE
John Deere Announces its 2026 Startup Collabo...
Feb 12
DE
$598.11
$593.27 -0.8% 		N/A Finnhub News — Finnhub - DE
Deere & Company Stock: Is Wall Street Bullish...
Feb 11
DE
$612.69
$593.27 -3.2% 		N/A Finnhub News — Finnhub - DE
Deere & Co. stock underperforms Wednesday whe...
Feb 11
DE
$612.69
$593.27 -3.2% 		LONG Enda Curran
Market Analyst / Guest 		"Look at manufacturing, adding, I think it was 5000 jobs. That's a big turnaround from the manufacturing story of last year." The manufacturing sector has been a drag on the economy, but a shift from net job losses to net job creation signals a cyclical bottom. If industrial hiring is inflecting positive, revenue and capex for major industrial machinery and equipment providers will likely follow. LONG. The data suggests the industrial recession may be ending. If the 5,000 number is a statistical anomaly or revised down next month, the "turnaround" thesis collapses. Bloomberg Markets
US Adds 130,000 Jobs in January, Unemployment...
Feb 11
DE
$612.69
$593.27 -3.2% 		N/A Finnhub News — Finnhub - DE
Deere: Investors Are Playing A Dangerous Game
Feb 10
DE
$593.41
$593.27 -0.0% 		LONG Senator Fischer
Senator 		Senator Fischer urges Lutnick to allow "precision agriculture connectivity" to be an eligible use for the $20B+ in unspent BEAD funds. Lutnick agrees to "spend time together learning it." With deployment costs coming in $21B under budget, the surplus capital must go somewhere. "Precision Ag" is a bipartisan, high-utility way to spend that money, directly subsidizing the connectivity hardware and software ecosystems dominated by Deere. LONG Deere & Company as the primary beneficiary of subsidized rural connectivity for farming equipment. Treasury claws back the unspent funds instead of reallocating them. CNBC
Commerce Sec. Lutnick testifies before lawmak...
Jan 29
DE
$530.07
$593.27 +11.9% 		WATCH Kyle Grieve
Host, The Investor's Podcast / Millennial Investing 		"Sean and Daniel do in-depth analysis on a company's business model... So far, they've done analysis on great businesses like John Deere, Ulta Beauty, AutoZone, and Airbnb. And I recommend starting with the episode on Nintendo." The speaker explicitly categorizes these specific tickers as "great businesses" worthy of deep-dive analysis for an intrinsic value portfolio. This constitutes a quality endorsement of their business models and competitive advantages. WATCH / LONG based on quality factor and endorsement of their fundamental strength. These are mentioned in the context of a cross-promotion; valuation at current levels is not explicitly defended in this specific clip. We Study Billionaires
The 5 Types of Wealth (TIP787)