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Terex Corp. Message Board

  • jamessmarson3 jamessmarson3 Oct 4, 2013 5:45 PM Flag

    Deere Terex Board

    My next big bet is on John Deere after doing quite a bit of research. I modeled in some earnings declines the next couple of year at 5% followed by pretty conservative growth after that. I also bought 2015 calls.

    However this valuation really doesn't consider the huge upside going forward in Agriculture. It just doesn't make any sense that a company with a payout of 70% or so averaging 20% growth over the last 20 years sells at a PE of 9.

    Anyways I think this company will outperform going forward.

    My last big bet was COF in May up 19% to the markets 4% but I sold Terex to buy it. So I am only outperforming Terex since I sold it by about 2.5%. Terex stock has done a lot better than I expected given the information. Anyways I am much happier in COF over Terex.

    I am also much happier owning Deere at the moment than Terex.

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