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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (4395)7/9/1998 10:40:00 PM
From: Paul Senior  Read Replies (2) of 78748
 
James: I keep thinking these ag co. stocks should sell at low multiples -- that's been their history after all. I've gone back to look at NH because I intend to show you that a good case (no pun intended -g-) can be made that it is STILL overvalued. But I give up--- it does look undervalued to me based on the way I'm looking at past/present numbers and ratios. Not sure I understand why there'd now be "panic selling" in this stock (esp. as I also view analyst downgrades now as showing us where a bottom might be); but as you say, it may be a very good entre point now for value investors. I am sticking with my pick of RDO- I still prefer a distributor (esp. of the caliber I think I'm getting )--drawback or positive though is that it's solely US sales based-, who is in more than one market (construction as well as ag.). JMO, Paul.
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