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Deere & Company: Love The Company… But Its Not Cheap $DE

By 2050, the world’s population is expected to grow by ~30% and reach ~9 billion mark. With this as a Macro-Economic tail wind, companies with strong management that focus on infrastructure/construction as well as agriculture/farming are poised to do well in this environment.

Deere & Company (DE) is one of the world’s largest makers of farm equipment as well as being a major producer of construction, forestry, commercial and residential lawn care equipment. The company operates in three business segments: agriculture/ turf,

Continue reading Deere & Company: Love The Company… But Its Not Cheap $DE

Google: Troubles Ahead? $GOOG $GOOGL $AAPL $MSFT

It is estimated that by 2020, the number of internet users will reach close to 5 billion. As of late June 2014, according to Internet Live Stats, the amount of internet users has almost reached a total of 3 billion. This compares with 1.7 billion users in 2010 and only ~400 million in the year 2000.

As a dominant player in this sector, Google, Inc. (GOOG) (GOOGL) is poised to capitalize on this growth.

So, how does Google generate its revenue? Even

Continue reading Google: Troubles Ahead? $GOOG $GOOGL $AAPL $MSFT

Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB

Being driven by rising energy costs and the insatiable thirst for energy, FMC Technologies(NYSE: FTI  ) , Cameron International (NYSE: CAM  ) , and General Electric Oil & Gas are oil and gas service companies that have significant deepwater exposure. Since July 2011, many companies that derive much of their revenue from the deepwater market have under performed the S&P 500. In the article below, I will explore some of the issues regarding their underperformance and estimate what will drive these companies moving forward. 

Even though

Continue reading Finding Strength in the Deepwater Market $FTI $GE $CAM $SLB

Do the Major Oil and Gas Service Companies Have More Room to Run? $SLB, $HAL, $BHI

Since the beginning of the year, oil and gas service companies such as Halliburton (NYSE:HAL  ) , Schlumberger NV  (NYSE: SLB  ) , and Baker Hughes  (NYSE: BHI  )  have had extensive runs. Reaching their recent lows in mid-January and early February, their share prices have increased by ~34%, ~27%, and ~39% respectively. But are these companies still buys, and if so what will drive their valuations moving forward?

Iraq and oil prices A key factor driving oil and gas service stocks recently has been the rising

Continue reading Do the Major Oil and Gas Service Companies Have More Room to Run? $SLB, $HAL, $BHI

Apple: Free Cash And The Wearables Market To Drive Shareholder Value $AAPL

Over the past couple of years Apple’s (AAPL) stock been on a roller coaster. Since reaching its all time high of just over $100.00 (adjusted for the recent 7 to 1 stock split) in September of 2012, the stock price sold off rather sharply in 2013, hitting lows around the $60.00 level. Since April 2013, Apple’s shares have begun a rebound and are now back around $93.00. So what’s next? Are we on our way back to $100+ or back

Continue reading Apple: Free Cash And The Wearables Market To Drive Shareholder Value $AAPL