Bought some Deere (DE). Missed (probably most) of the good run, but with the runup in commodity prices and government dollars, I'm guessing the next couple quarters are going to be decent. The risk is inputs (China/Covid) are higher crunching margins, but based on the bids I got - they passed it on.
Moreover, I have a landlord in the cornbelt that thinks everything's ****ing gravy, so I'm guessing sales are going to be there. Please note that I fully understand anecdotes aren't acceptable alternatives to due diligence. But I'm still salty about this particular landlord so you get to hear about it.
Plus it's a bit of a (criminally small) hedge for me. If I'd have just kept my last sprayer and bought $400K of Deere stock, I'd be a lot better off.
Enough of that.
Anyway, might be worth a look if you're interested.