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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (54592)	1/19/2015 10:28:51 PM
From: Mattyice	Read Replies (2) of 78774

CNHI - EKS I think this stock is up your (and mine for that matter) alley. It is a maker of farm equipment and heavy duty trucks with heavy exposure mainly in Europe and Latin America (which I see as sort of a painful positive). I personally think the business seems stable, still investing in itself, consolidating where it needs to even in the face of very strong commodity and Ag headwinds. The recipe though maybe currently painful but long term I think it can provide good value. Oakmark (run by value guy David Herro) also seems to be a heavy investor with several different funds in the stock.

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