Investment "Logic"

It's time to get on this again.  Next week is going to be busy as there will be 3 earnings reports I need to watch and I haven't documented my prep for 2 of them.  Today I want to talk about John Deere and Company.  Those of you that have read my blatherings before will know that this stock is a link to my heritage and is an industry I understand quite well from a customer's point of view.  My thesis for this company is simple, but two-fold.  First, the population is growing, the farmers have less land to grow food on, and there are less farmers.  So there's a need for better equipment to more efficiently do the work and produce stronger crop outputs.  When it comes to equipment, John Deere is the best there is in the market.  The second is a replacement cycle of old equipment.  I have a very strong US focus with John Deere despite about half of their income coming from outside the US in many of the latest reports.  And that's because th...

Wow, 118 views so far on my last post regarding my analysis of Citi and not a single comment or +1.  I guess I had the right tags, but no real interest in some rookie's thoughts.  That's ok.  I'm just happy to have had all those hits!  Anyhow, now is the time for my second installment of Stock Analysis before we get into earnings.  Today I'm picking Honeywell.  When it comes to stocks that makes me glad to be playing this stock picking game and gaining experience, Honeywell is doing a lot for making me feel like I can do something right.  As I enter my 3rd year of picking stocks, I've held HON all three years and have a safe and healthy profit to boot.  I have made one mistake for sure on this stock and it was selling a portion of it when it was up 15% - if you want to call that a mistake.  Today, it's my largest holding even without the shares I've sold because it's appreciated so well. Like I did last time, I'm going to start with my...

Ok, so I haven't written a blog in half a year.  That's really poor on my part as it means I haven't been doing enough homework to relay my thoughts here and if I was actually getting any readers interested in what I had to blabber, I probably lost them.  That being said, I stated in my last blog that I expected the Dow to end the year at 13,000 and it closed just 104 points off of my prediction.  I'd love to say not bad for some novice rookie for a 6 month prediction, but I'm going to chalk it up to pure luck - if you think being off by 104 points in the Dow is a good thing, that is.  The only moves I made was to put in somewhere between half and  2/3 a position in Home Depot.  I will be the first to admit I am way late to that party, but at the same time I foresee growth ahead as well.  I'm going to keep that simple for now and do a more in-depth analysis at a later time for you.  The purpose of this entry is to assess myself for the last year. ...