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Non-Tech : Gehl Company

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To: Michael Bakunin who wrote ()5/21/1997 9:44:00 PM
From: Doo   of 97
 
Hi Michael.

I noticed this one the other day. Seemed to boring. Pointed it out to a talented buddy of mine. He bought it and talked to the CEO today. Best info was that the PE is low because no effort has been made to court analysts, but that is changing. Ag buis. is slow for GEHL because of dairy clientele. But they are moving more toward the commercial side. Wish I'd had some free cash today, but looks like I missed it. I, too, thought it was a Deere sympathy play, but I guess not.

Check out GRDL, ASVI and OMQP. Similar group. All nice, solid companies.
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