I mentioned AGCO in a recent post, focusing more outside North America. Well they were just talking about their next year's rev growth from Brazilian sugarcane harvesting for fuel.
AGCO looks cheap and would be a tasty morsel for CNH (Case New Holland and the old International Harvester ag division), now that Fiat has finished swallowing it. I doubt the anti-trust folks here would let DE buy it, but it's only a $4 billion company. I bet a buyout or merger could come at about a 25%-33% premium, and actually think it is worth that now on its own. No dividend and not as safe a play as DE, but likely more near term upside. DE I think is still great longer term (like Buffett apparently also believes).