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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (74187)11/9/2023 12:42:50 PM
From: Spekulatius  Read Replies (2) of 78672
 
Good trade. I added some at $9.85. I still think about how large I should scale the position.

the AG sector has been weak lately, especially in Brazil. AGCO has exposure to brazil but their report has been OK'ish. CVTA (seeds, crop protection) also reported weak numbers, partly due to weak end markets in Brazil apparently.

Could be a trend.
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