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Strategies & Market Trends : Value Investing
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To: Michael Burry who wrote (6187)3/4/1999 5:19:00 PM
From: Bob Rudd  Read Replies (1) of 78470
 
Mike: If everybody thought buying NH was a good idea, it wouldn't be available at this price....we're a real small crowd. The concern, of course, is that there's some big ugly chunk of bad news that's pushing this down that we don't know about...yet.
If there is such a thing, it would be company specific since the relative underperformance of NH verses comparables is substantial. I did an overlay tacking the prices together 3 months ago. Over a 3 month period DEERE would have outperformed by 50%, AGCO by 26%, and Case by 33% [Dividends, if any, not considered] . This doesn't look random and I think we need to figure out why it's occurring.

Be well,
Bob
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