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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (6726)4/14/1999 7:06:00 PM
From: LauA  Read Replies (1) of 78602
 
JJClarke - do you have thoughts on GEHL?

Five years ago I was alerted to them by insider buying, and I guess the ROE. I happened to be in Sioux City, IA and visited a big implement dealer who carried their stuff. He convinced me that they had a very limited sales horizon, so I passed. Now BDavis with Napeague is thumping the company. Did you see them at the Las Vegas show? Do you have an opinion?

Lau
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