Some one is blowing smoke up your butt. While I do not like many of the current JD policies they are one of the best managed companies in the world. Fiat and AGCO would be the most likely to have financial issues. Fiat because of it massive loses in it car production. AGCO because of it lower profit margins and higher support costs. They are running about 7-8% while JD is at around 12-13% on equipment sold. IH folded because they tried running with a single digit profit margin and could not make it.
Kubota makes good equipment but even with it purchases of other companies it is no way close to being an industry leader in the market place. Will they be in the future??? I think they can be. You need to remember they are NOT a full line brand. They do not make combines or planting equipment. They have picked up tillage and hay tools but they still have a ways to go. I would bet on them over AGCO or CNH.
I think long terms someone will buy CNH. Fiat will eventually get in enough money trouble is its car division they will need to sell CNH for the cash. They have talked about it before.
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Today's Featured Article - The 8N and the Fox - by Zane Sherman. Dec. 13 1998, Renfroe, Alabama. Last niht I dreamed about the day that I plowed the field of about 10 acres over on what Jimmy and Dandy called the Ledbetter field. I was driving the 1948 8N Ford tractor that Jimmy bought in 48 new This was prebably in about 1951 and maybe even befor the house was built. This would have made me to be about16 years old and I drove the tractor for nothing and would have paid to drive it if I had had any money which I didn't, but neit
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