No this is not a Garmin Play..Market Cap: 4.201B P/E (ttm): 32.96. Here are my notes on their Conf Call..4-25-08 Transcript 5 stars Nymph's Take: This is a Ag Play no one knows is one. CEO Berglund-Strong Financial Results in March Qt. EXCEPTIONAL performance in our AGRICULTURE biz. Revenue yoy 24% plus drop in the tax rate. Only 20% to US Construction, most is ROW. Strong Commodity Prices. Need to mitigate high input costs for fuel and fertilizer and strong product innovation...makes their PRODUCTS so in demand. Europe triple digit..Super ROW play. 35M in debt paying off. Guidance 14-16% yoy, 374-379M..36/.38 to .44/.46. 15%-17% 1.50-1.55. The CEO says LET us call it a Recession for the 1st qtr...went to CONEXPO Show and BSC actually shocked buying. Don't like the USA for the rest of the Year. Ag only 30% ROW and growing including planting a lot more in Europe.

This is a ROW irrigation Play. Market Cap 1.21, p/e 49.60 and forward p/e of 25, PEG 1.7, pays a divident. 3-24-08 Transcript 5 stars Nymph's Take:113% Row growth, ohhh.Ceo Parod- Revenues for the 2nd qtr rose 70%, eps .79 v .21 yoy. Total revenues for the first half is up 60% yoy. Jan they bought Watertronics Water Pumping system. Domestic Irrigation Revenue up 44% yoy. THE ECONOMIC STIMULUS package provides opportunities for Farmers to Accelerate Depreciation on Equipment (take away..everyone is buying new stuff). International Irrigation Revenues up 113% yoy 29.1M. Weak Dollar helping them. Infrastructure up 103%. Order Backlog 98.5M v 38.4M. Irrigation Equip Backlog 58.6M v 3M (bought other company). Can't really give guidance. USA orders slowdown after May...but ROW is year round.

This is another ROW irrigation play. Market Cap 2.64B, p/e 25.4 forward p/e 18.58, PEG 1.22. Next reports 7-17-08. 4-17-08 Transcript 5 stars..Raised Dividend 23.8% to shareholders of record June 27,08. CFO McClain Record 1st qtr Sales 24%, Operating Income 51%, Net Earnings 59%. Irrigation Revenues 130.8M up 41%. Engineered Support Structure 19% but watch steel cost. Utility 54%, Coating 4% higher activity in Agric machinery sector causing the demand. ROW helping w/lighting and traffic. Shifting to Global Farm Economy!! Building a Pole Plant in China in the 2nd half of year.

Just reported a really good qtr last week. It has a Potash segment. Problem is that it is 2/3 Winter Salt production..which due to the seasonality took it down when they reported..but stock is up again...The Street loves POTASH plays. Market Cap: 2.188B P/E (ttm): 20.38 EPS (ttm): 3.121 Div & Yield: 1.295 (2.04

It actually has an Ag Catalog..http://www.kennametal.com/images/repositories/PDFs/EMCS/Agriculture_Broch_B01-61_5-25-04.pdf I know I am stretching it..but SYT and CF are too well known.2.6B Market Cap, 16.10 p/e .9 PEG 3-31-08 Transcript 3 stars Nymph's take-solid USA company that has to keep a close eye on raw cost. CEO Cordoso solid results in a challenging environment. eps .75 at high end of guidance and reflect the year over year up 14%. lower sg and a. Growth in Aerospace, underground coal mining. Plan to capitalize on pan-european biz. ROW 54% of sales. Europe and Asia-Pacific mining 50% revenue from ROW. Balance sheet strong. Repurchased 309,000 shares keeping raw cost controlled...will be restruct..