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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (74958)1/27/2024 7:02:02 PM
From: Paul Senior  Read Replies (1) of 78512
 
Rightly or wrongly I have passed on DE. I read couple years back that their new equipment being introduced was not only somewhat of a technological marvel, but also ahead of the competition, and very cost-effective (supposedly) for farmers. The complexity of the equipment required DE service and with that, likely service contracts (so on-going revenue for DE). This conflicted with my view of farmers as a hearty bunch, independent, who kept their equipment operating by doing their own minor, maybe major, repairs. I envisioned a lot of push-back against the new and expensive DE equipment, and not so good for the stock price. Perhaps I've been wrong.
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