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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Frank Sully who wrote (66452)2/8/2021 11:37:39 AM
From: E_K_S2 Recommendations

Recommended By
DinoNavarre
Lance Bredvold

  Read Replies (2) | Respond to of 78751
 
FWIW, I have been watching the Youtube videos on Mid-West farming operations. It is incredible what the new machines can do, tracking fertilizer inputs specific to soil/water types (from drone and satellite data), automatic planting and harvesting technologies and new seed hybrids to maximize production based on soil types (etc).

I do hear from the old time farmers that their tractors have software lock outs if/when they do their own maintenance. Many of the farmers like to do their own upgrades and are constrained in doing some of those repairs as it may violate their manufacture terms.

The last 5 years have seen significant productivity increases and I expect more in the future.

FWIW, AGCO trading at an all time high too. last $122.16/share +2%



EKS



To: Frank Sully who wrote (66452)2/8/2021 1:08:03 PM
From: Frank Sully1 Recommendation

Recommended By
E_K_S

  Respond to of 78751
 
AI&Robotics - NVIDIA is a major player - see report excerpt below. AI&Robotics market estimated 28% CAGR 2020 to 2026. With Avg. forward P/E of 30 perhaps, PEG is 1.0 qualifying AI&Robotics for value status.

investorvillage.com