Christian Ledoux looks at the sell-off in Deere & Co. following disappointing 2Q sales, with shares pacing for the largest daily decline since March of 2020. Deere noted recent Covid-19 lockdowns in China have caused delays in shipping globally, compounding some of the previous logistics bottlenecks. Tom White then breaks down a bullish trade strategy in Pulte Group, and a neutral to bullish trade in Deere.
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