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Tractor Supply Company Message Board

timmbearr 4 posts  |  Last Activity: Aug 22, 2014 6:21 PM Member since: Jul 20, 2005
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  • Total collapse for grain farmers will ripple throughout the "rural lifestyle" economy. Watch and see!
    "But it's tough times for grain farmers: The falling prices that follow fat supplies and record crops are being met with higher seed prices (from suppliers like DuPont) and continued high fuel and other operating costs, driving down grower operating profits from $5.04 a bushel in 2011 to just 3 cents this year, reports Ryan M. Connors, water and ag analyst for Janney Capital Markets in Philadelphia, citing USDA data.

    "Severe pressure on farm profitability" will likely continue into 2015, depressing farm machinery and irrigation sales and making it tougher to finance farm purchases at today's increased property prices, he adds. On the other hand, reduced demand will likely moderate fertilizer prices.

    And while the nation's many corn farmers feel the squeeze, "dairy and livestock are faring nicely" with lower feed costs, Connors adds. Existing farms will manage, but the collapse in operating margins, which were relatively fat for most of the late 1990s into last year, will likely slow U.S. farm expansion and investment in the near future, the analyst concludes.


  • Enjoy this and following Q melts to come. Growth? THEY'LL BE LUCKY TO BE FLAT AS FARM BILL AND CORN BEAR KEEP TAKING THEIR TOLE!

    "There are no analysts with at least 50 scored estimates during the Summer 2014 season"

    Sentiment: Strong Sell

  • They know a dog on borrowed time. More padding in the financials than at their stores!

  • Reply to

    Tractor Supply Down for Several Days

    by bigkat120 May 7, 2014 11:45 AM
    timmbearr timmbearr Jul 2, 2014 10:59 AM Flag

    Down b/e they are going to soil the bed this Q. Second bombed Q in a row will burn PM's & Analysts who refuse to back off. USDA says farm (EFFECTING RURAL & SUBURBAN ECONOMIES) income will be down a WHOPPING ~ 28 Billion this yr. 1st decline in ~5+ yrs. Crop prices stay weak as well as new Farm Bill eliminates (free money) Direct Subsidies. Not to mention fuel prices are killer too. TSCO mg'ts touted Discretionary item gravy train will be hammered as well.
    Watch the Q explode - you've been warned!

    Sentiment: Strong Sell

60.35-1.16(-1.89%)Oct 1 4:00 PMEDT

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