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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (6171)3/3/1999 5:43:00 PM
From: jeffbas  Read Replies (1) of 78843
 
Jim, could you speculate as to why NH is materially weaker than DE, AG, and CSE? It has much higher yield, lower price to book, less exposure to North America, the huge Fiat buyback program (if active), etc? It is starting to sell where it would if the dividend were not there, whereas if the analysts are not all wet on earnings the dividend should be maintained. (I nibbled again under 9 today.)
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