By: Rob Wertheimer 

We are adding our analysis and opinion to the well reported and very positive dynamic at the Deere analyst breakfast. First the report: Deere is bullish, encapsulated most cleanly in CEO Sam Allen’s comment that in 8.5 years as CEO, he has never before seen every major product group and every region forecasting positive or flat. That’s remarkable, and remarkably probably not unique; 4Q/1Q look likely to be extremely good for industrials.

DE Report Here