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Non-Tech : Gehl Company

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To: Marz who wrote (55)7/15/1998 2:13:00 PM
From: Michael Bakunin  Read Replies (1) of 97
 
Hi -

> interest in quality small cap stocks will come back in style

Don't count on it soon; liquidity loves size. I like holding cheap stocks, though, so that idea doesn't bother me. Everything eventually trades on fundamentals, and high multiples have more room to contract.

> skid steer loaders over the internet

Yeah... the internet.. _that_'s the ticket! <g> Seriously, one of the things I like about Gehl's management is their conservatism. When management hypes a stock, I get nervous.

mb
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