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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (4501)	7/29/1998 4:38:00 PM
From: Allen Furlan	Read Replies (2) of 78704

Re: New Holland Looks like solid value investment for the future. Today did a screen in Hoover on stocks with p/bv<1,P/s<1 and 5 year avg revenue growth of 25%. Popping out on the list was AGCO group which is more leveraged, more acquisition minded , but similar to NH except about half the size. Have you or has anyone else on the thread done a comparative analysis of these two companies? Also what is your thinking on ag sector recovery and why wouldnt fertilizer lead tractors in the recovery phase? I like Mississippi Chemical(GRO). Also a comment on PHYC convertible bonds, since all of companys' book value is represented by"goodwill", this may not be a little old lady income play.

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