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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (45594)11/19/2011 5:03:27 PM
From: E_K_S  Read Replies (2) of 78702
 
Hi Clownbuck -

AG & large Earth Mover tire market

Checking out the MGDDY Website, I notice they manufacture both AG and the very large earth mover tires too. This is the segment of the market I really like but wanted a pure play. The PE for me is in Value territory but is this the best way to play the very large tire market? The large miners require specialty tires and it can be as long as 8-12 months for orders to be delivered. Thought I might add a specialty AG tire manufacture to my AG basket too. Can you think of any other companies that might be a better pure play?

Several years ago I bought Goodyear Tire & Rubber Co. (GT) as a value buy. That worked out for me (more than a two bagger) but never bought back in.

EKS
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