Deere & Co (DE)

[hendi_alex]

They both are so highly cyclical. IMO these are excellent sector rotation plays where the investor should show Buffet like patience while waiting to the right price and right climate to make a purchase. There is also quite a bit of talk about a farm land bubble that has been forming. I'm thinking that such will not end very pretty, and that DE will get hit pretty hard when and if an unraveling of farm land prices takes place.

I like this sector rotation chart as a general timing guide for entry or accumulation. Probably should look at it much more often!