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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (74016)10/21/2023 7:29:34 AM
From: Spekulatius  Read Replies (2) of 78667
 
Added a bit more CNHI. Stock fell on a sell reco from Oppenheimer. These AG equipment plays are cheap, but the higher interest rates will probably reduce sales of AG equipment, since most of it gets financed.
On the other hand, the pricing for AG products is quite strong, so farmers are pretty flush. There are also interesting secular things going on like increased consolidation and precision agriculture.
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