in 2013, agco had 99 million shares outstanding. now there are only 80 million shares outstanding because of that buyback. he bought them all the way down. indeed, in hindsight at some terrific prices. and as of this week, the stock's right on the verge of taking out its three-year high. yet now both agco's stock and the stock of deere, a much larger farm equipment company that shrunk its share count too over the same period, they're just flying. why? because the cycle finally has turned. martin was right. agco, which does 53% of its business in europe, including russia, is seeing an incredible comeback. three weeks ago they raised their 2017 earnings forecast from $2.41 to $2.50. it had been slashed, slashed, slashed no more. this company has about $6 in earnings power when the cycle is good, and it's only trading at 60. there are 17 analysts who follow agco, and it only has one buy. it's got four sells. the rest are just holds. i say that's a lot of dry tinder. why do i say this is a rally about stocks like agco? let's say you're

just like we've seen and talked about with agco, the big maker of farm equipment. >> buy, buy. >> fmc has been making an extraordinary recovery. so we got to ask ourselves, what the heck is going on here? how did this stock go from a deadbeat to a market darling and, more importantly, can its remarkable run temperature? let me give you the background. fmc corp. has a number of different lines of business. on the kennel cal side, they make all sorts of pesticides and seed treatments. they also have nich berks where they make ingredients in food and drugs. finally fmc also makes lithium compounds, which it primarily sells to companies that make rechargeable batteries. think cell phones, laptops and, of course, electric cars. now, the fmc of today is very different from the fmc of just a few years ago. in 2014 and 2015, the company sold its two big commodity divisions, soda ash and hydrogen, and then in 2015 when the agriculture industry was still getting hammered, fmc stepped up and bought chem nova, a danish producer of crop protection products for $1.8 billion. this was visionary. the

remember how we mentioned that agco looks good and so does deere. and the may nigh ln 6 business is highly cyclical. advansix has a cleaner balance sheet, and management has talked m about making some bolt-on acquisitions s something that never would have happened over the spinoff. or even returning excess cash to shareholders via buybacks or dividends. investors weren't all that excited about this stock in the weeks immediately after the spinoff on october 3rd. advansix started trading regularly way at $16.50. since trump's surprise victory, the stock has been on a roll, climbing to $21.57. that's up more than 30% from the level where it started trading. some of that is because of the standard trump rally reasons, investors expecting a strong economy. however, part of it is because advansix reported in early november, and while the numbers weren't great in absolute terms, they represented a huge relative improvement from how this business had been doing the year before. for example, advansix posted a 4% decline in revenue. okay, not great, right, o

i know i like agco, but deere is fantastic. salesforce, the stock is finally getting some rox.hen hni is diversified enough within stfl. market office furniture, that i am feeling good about it. it's a good diversified company. we've got a technology, a utility. i'll not going to say salesforce is the same as ple because apple is really a cell phone company. i wish they had bought netflix. then deere is ag. i'm going to bless it. do i have to sell salesforce or apple? no. i think they're different enough. why don't we go to miriam or mim as i like to say, in new york. miriam. >> caller: hello, mr. cramer. how are you? >> i am good miriam, how about you? >> caller: i'm doing good. i want to know if i'm diversified. >> okay. you came to the right place. >> caller: i have ul tree ya, apple, bank of america, merck, and microsoft. >> oh, boy. now i am going to make a change here, okay? i think apple and mike oh soft, they are too much head to head. i'm going to say we have to change out microsoft. we're going to have to put in, let's see -- how about an oil? let's get a little juice