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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (9276)12/12/1999 10:32:00 AM
From: James Clarke  Read Replies (1) of 78548
 
CNH would be an ideal short IF the ag cycle were at a peak, not a trough. You could really get whipsawed in this if the ag cycle were to turn positive on you. Another reason you might want to be careful is that there are bankers out there who really want to get an equity deal done. To do that they've got to get the stock price up. The earnings models bankers are showing me on CNH are almost laughable, but there's about $20 million in underwriting fees at stake.
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