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Strategies & Market Trends : Value Investing

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To: jeffbas who wrote (7150)	5/14/1999 12:43:00 PM
From: Michael Burry	Read Replies (1) of 78476

The USA is pretty much a replacement market. NH gets about 40% of its sales from the US, and that's mostly ag. But it is well positioned in emerging markets around the globe. There's the growth. Case has a big construction component. Now think about distribution. Can we get more of Case's construction stuff to the same emerging areas in which NH has already carved out explosive ag potential? Why not? A lot of times with mergers synergy is just a catch phrase. But I really see it here. Of course, if you look at these as simple no-growth cyclicals, then there is very little value in the stock, and you should most definitely run with the quick near-double. My opinion just differs. Mike

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