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Strategies & Market Trends : Value Investing

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To: Michael Burry who wrote (4178)	5/27/1998 6:56:00 PM
From: James Clarke	Read Replies (3) of 78533

New Holland is very cheap. And I know the company well. Its a real business and a very profitable one. U.S. investors don't like it because its European, and relatively new (only been public for a year and a half - spun out of Fiat). A couple Wall Street analysts have been scaring people about ag stocks in the last couple weeks. Deere has taken a big hit as well. New Holland trades at 9 times earnings and has a very conservative balance sheet. Target 28-30 for this one. One more little tidbit. The company is hosting a Wall Street analyst gathering in early July which I will be attending. That may give it a little boost.

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