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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (69639)3/17/2022 12:28:40 PM
From: Paul Senior  Read Replies (5) of 78921
 
Farm equipment. Looking for some suggestions. My realization is that USA farmers are going to make good profits from wheat/beans/corn with curtailed Ukraine, and at some point they will spend to upgrade their equipment. Maybe I can buy in advance. Otoh maybe it's obvious and already in the stock prices.

DE. Of course, but it looks expensive to me at current valuation.
Iveco. Not enough financial info that I see.
AGCO. Metrics look ok. Farm equip, but also construction.
CNHI. Too big/diverse. D/e much higher than ACGO

Perhaps AGCO at current price?
finance.yahoo.com
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