That is the Q which they would not answer today at the CC. Leads me to believe
they haven't priced appropriately.

My one thought about de is that they can pass on costs, however, since there
backlog is 12 months for a tractor, have those orders already been priced and
payed for?

hahaaha..it's one of my favorites...as is, "It's hard to stop a..."
Can ya figure this one?? Although, not doing well. Still love the msg.

Oh, saw this: "Everything is either grown or mined." Pretty good, eh?
Can ya guess it?

From the glorious midwest so i'm simple and straightforward.

in the last month you have had AG, CNH, DE, all talked about the 2nd half of the
year softness in EPS because of raw costs, CAT has also noted this. Watch it.

...toilet with a bad flapper?....turned off lawn mower that needs a tune
up?...democrat that needs more super delegates?...mouth that's not connected to
a brain?...oh, yeah, you meant deere...i'm losing it...

Nothing runs like a ...........

Yea I was going to hollar @ you Case, becaues I know you hold ESLR. DE is sold
stupid and should be bought under 82.

Disclosure: Still hold some ESLR. I sold nice portion on this pop. I'll get
more when it goes lower and sell it on the upside. Thats the way ESLR works.

Same here

Took a nibble of DE