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Strategies & Market Trends : Value Investing
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To: peter michaelson who wrote (4459)7/23/1998 4:27:00 PM
From: James Clarke  Read Replies (1) of 78742
 
Peter: No, those weren't mine.

Ag equipment stocks are getting annihilated. Deere was down three more points today. And Mike, there's nothing you're missing if you're reading the Wall Street Journal and Business Week. The crop is coming in better than expected, meaning lower prices and pessimistic farmenrs. I think its way overdone, though corn prices continue to fall.

And don't touch ELY. I was on their conference call last night and it was really scary. At the same time new competitors are entering their market, consumer interest in the product is "waning". Sounds like everybody who would buy a $500 golf club already did. Growth is the least of their concerns - but also remember, the company has no debt. I would wait for 7-9 myself.
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