Big Call Screening: Deere, Mondelez, Pepsi, Air Liquide

An exciting story comes from the industrial gas manufacturer Air Liquide. The French industry leader can broadly benefit from the emerging recovery in the semiconductor and chip industry, while also being prominently involved in the high-margin segment of medical gases. The US agricultural machinery manufacturer Deere (DE) has recently come under pressure due to declining prices for many agricultural commodities and reduced investments from numerous agricultural businesses. As the environment in the agricultural sector slowly improves, Deere,...