Don't Get Stuck In The Mud: There's A Better Pick Than CNH Industrial

Company Overview - CNH Industrial is the second-largest farming equipment manufacturer globally, indicating a strong position in the agricultural sector [1]. Industry Insights - The agricultural equipment business exhibits significant cyclicality, presenting potential investment opportunities during different phases of the cycle [1]. Investment Strategy - The focus is on long-term growth and dividend growth investing, emphasizing the importance of profitability over low valuation [1]. - Key metrics for evaluation include margins, free cash flow stability and growth, and returns on invested capital [1].