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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (73843)10/4/2023 7:56:11 PM
From: Spekulatius  Read Replies (1) of 78666
 
I am curious why you sold CNHI? They are a peer to AGCO and actually have better operating margins. They can improve their operating margins further if they sell or spin off their low margin construction equipment business. I have been slowly adding to CNHI, including some more today. I think it is very cheap currently.
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