Thoughts on Deere (DE)?

[Kerim]

I'm glad I bought it at $85 a share, but I can't think of a reason to keep holding it at $155 a share. It is so far from my thesis at this point. The dividend does not grow, the yield is paltry, the P/E is way too high, and earnings growth is weak. I'm thinking today's 6% pop is the perfect time to sell and put the proceeds into something much more productive (like T, or MO, or GIS, or BEN...).

Anyone have thoughts to the contrary?

Thanks!