Hedgeye Shines Light on Farm Machinery & Equipment MFG

One of the top research firms on Wall Street is Hedgeye.
Yesterday on twitter a post by Jay Van Sciver included charts referencing Farm Machinery Equipment Manufacturers, John Deere Equipment Sales Price Realizations and Dealer Inventories.

hosting a call on $DE today at 2PM. good charts, thesis. sales@hedgeye.com to attend $AGCO $CAT $LNN pic.twitter.com/bMu011ulDx

— Jay Van Sciver (@HedgeyeIndstrls) July 17, 2018

HEDGEYE China Warning in 2017




Equities Research is Bearish the third party CNHI retailer Titan Machinery (NASDAQ: TITN).
Titan has seen annual sales fall from $2.2 Billion to $1.2 Billion in 4 years and the company has lost over $130 million (aggregate) over that period. Titan has seen 6 directors resign including its co-founder who suddenly resigned as president after suspicious trading was done in the stock prior to a new release. 
Titan trades at over $15 a share with a $350 million market capitalization and the company is at RISK of defaulting on the Wells Fargo Indenture due May 1, 2019.
To Read the Titan Machinery Red Flags see links below. 

Titan Machinery Files 10Q Sending Stock to New YTD Low

Titan Machinery Co-Founder is Company's Underwriter

Tweets by Hedgeye

The Irrelevant Investor Looks At Ten Baggers

The Irrelevant Investor 

Looking For a Ten Bagger? Dec 9th

PCLN,REGN,NFLX,ALXN,MNST,CF,SWKS,GMCR,AMZN,AAPL

"These stocks spent on average 34% of the time in “bear market territory.” That’s pretty wild. One out of every three days these stocks were at least 20% off their all-time high"- Michael Batnick

Do Expensive Stocks Price In Future Growth? Dec 7th 

"One of the common themes among the very best performing stocks is that they are attached to a high price-to-earnings ratio. It makes sense that the fastest growing companies deserve a higher multiple than the average stock. " - Michael Batnick

Tweets by @michaelbatnick

An Equities Research Newsletter Annualized 24% Over 6 Years

In July 2008 when NASDAQ was down 14% year to date for 2008, Equities Research wrote it was time to be Bullish on Yahoo!, Amazon and EBAY.

Since the commentary on July 21,2008 (6.7 years ago)  NASDAQ has annualized 12% for a total gain of 117%.  Meanwhile over the same period these 3 tickers have an annualized return of 24% and a total gain of 323%.
.

NAME	TICKER	7/21/2008	4/8/2015	6.7 yrs	Annual Rtn
AMAZON	AMZN	68.48	381.51	457%	29%
YAHOO!	YHOO	21.67	45.05	107%	11.50%
EBAY	EBAY	24.06	56.89	136%	13.70%
3 tickers	3 tickers			323%	24%
NASDAQ	NASDAQ	2279.53	4948	117%	12%

*note: if you look really deep into some old newsletters you'll find some that didn't perform so well and others that outperformed even this newsletter.

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Disclaimer. All Newsletters, published by Equities Research, LLC , does not constitute a recommendation by Equities Research, LLC to buy, sell, hold any security, or to follow any particular trading or investment strategy. Also, the information provided should not be construed as an offer, or a solicitation of an offer, to buy or sell securities. An investor's best course of action must be based upon individual circumstances. EquitiesResearch.com shall not be liable for any damages or costs of any type arising out of or in any way connected with your use of The Newsletters, or any of our services. EquitiesResearch.com, its officers and employees may buy and sell any position in the securities or companies mentioned

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Disney & Home Depot Make All TIme Highs

The Dow Jones Industrial Average closed yesterday @ 16,838.74 up 175.83 on the session.
Home Depot (NYSE: HD)  and Disney (NYSE: DIS) both reached all time highs, HD closed  @ $89.97, while DIS closed @ 83.59.