i would go back to agco. not time for john mellencamp to do farm aid. going on in farmland but it's trading three or four turn, around 15 times forward. they had decent numbers and decent guide taking market share in other parts of the world especially in latin america and in south africa so i kind of like agco. >> julie, quick trade on the farm. >> valuations on these are tough and, you know, you think about the return on investment for all of these farmers, they have to make it work pretty quickly because they can't just assume prices will stay as high as they are today. it's tough >> all right up next, final trades. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so glad we did this. i'm so... ...glad we did this. [kid plays drums] life is for living. let's partner for all of it. i'm so glad we did this. edward jones >>> time for the time trade. around the horn, julie >> i like heico. piggybacking off the success of boeing that provides replacement parts and profitability is quite nice >> tim >> happy valentine's day gr

these farms have gotten incredibly efficient, agco is the magnet in the group. knows jon deere, they exceeded. cash flow, margin acceleration, exactly what i do with every single stock i own. ashley: jordan kimmel, you did it, thank you so much. great to see you, jordan, thank you very much. >> great to be with you. ashley: thank you, jordan, same here. markets reopen tomorrow. they're going to be back and open, guess what? liz claman will be back with legendary emerging markets investor mark mobius, the murray twins and blackrock's head of i-share investment strategy. don't miss it that will do it for "the claman countdown". "kudlow" -- >> welcome to a special edition of "kudlow" i'

that's the chairman and president and ceo of agco a company we have championed since the $30 range. to see you. >> great to see you, jim thanks a lot. >> "mad money" is back after the break. >>> coming up, from wall street to pennsylvania avenue fresh off the state of the union, cramer goes one on one with the secretary of commerce, next meet jessica moore. jessica was born to care. she always had your back... like the time she spotted the neighbor kid, an approaching car, a puddle, and knew there was going to be a situation. ♪ ♪ ms. hogan's class? yeah, it's atlantis. nice. i don't think they had camels in atlantis. really? today she's a teammate at truist, the bank that starts with care when you start with care, you get a different kind of bank. >>> last night president biden gave a second state of the union address and there was a lot in here relevant to the stock market we're not going to see any more big spending packages now that republicans control the house of representatives. we might get spending cuts to settle the looming debt ceiling fight but just implementing the infra

and even so companies like agco, they say they could have actually sold more tractors but for supplyroblems in 2022 >> i think we're pretty lucky. farmers are starting to see a reduction in some of their input costs while their outputs still remain pretty high >> now, another trend is sustainability you see a lot of electronic tractors here. and this one from new holland that runs on methane yes, from cow manure it allows dairy farmers to make fuel from their own cows >> we are still working through our pricing right now. but based on our customers' qualified tradeins there are different subsidies that are also available for this product. >> yeah. as these farm incomes come down, kelly, while they still may be willing to spend, to go to this new technology it may take subsidies. government subsidies subsidies from the taxpayers to convince them to do it kind of like we're subsidizing electronic vehicles for the road >> jane, those driverless tractors, that feels like a productivity revolution in the making pippa stevens was telling us she grew up spending summers where you just all d

they're more interested, frankly, in the autonomous vehicles and a company like agco are trying to makebuy a regular old tractor that can do a lot of its stuff on its own. if it's not fully autonomous, it's less wear and tear on the farmer if less on the tractor can be done without him or her getting out all the time to check the sprinklers, tir gags >> jane, as always, i learn something from you every time. jane welles, we'll see you later in the day >>> when we come back, breaking inflation data we've got the january cpi number that is when "squawk box" comes right back go software. go cure. go production. go faster and safer. emerson automation software helps breakthrough medicines get to market at warp speed. go human go. go boldly. emerson. i'm a vegas hotel. i don't want anything too serious either. just a fun, spontaneous thing. some people say i'm excessive, but who cares - i'm just looking for a saturday to remember and a sunday by the pool. >>> welcome back to "squawk box" right here on cnbc we're just a few seconds away from that january cpi inflation number you're looking ri