Speculating in Takeover Targets Message Board

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Strategies & Market Trends : Speculating in Takeover Targets

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Dec 19 3:59 PM EST

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To: E_K_S who wrote (6908)	2/6/2024 7:28:18 AM
From: robert b furman	Read Replies (1) of 7254

Good morning E_K_S, The CEO for CNHI was on Bloomberg yesterday. I dropped my jaw when he started talking about building the right equipment and having the dealer body not overloaded with the wrong inventory (that guy gets it - that a dealer body with only the sought after equipment is what drives the profitability of the OEM - a sorely missing viewpoint from the many years of being loaded up with slow selling GM product). He also talked about small mergers that added innovation to their product lines. He seemed more than sharp! Just an observation. I might add that NHI builds fertilizer spraying equipment in St Nazianz, a very small town 15 miles from my Wisconsin place. They do some neat tractors with monster booms and hydraulic systems on them. I'm a bit of a farm boy who thinks tractors can be sexy. <smile> Bob

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