New Holland and the Ag Equipment Group Message Board

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Non-Tech : New Holland and the Ag Equipment Group

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To: Bob Rudd who wrote (85)	5/17/1999 6:32:00 PM
From: Terrapin	Read Replies (2) of 113

Hi Bob, Thanks for the good wishes. And thanks also to jeffrey for the excellent bear argument. I am, as an investor, slow to respond and thus am still holding until I can wrap my mind around recent events. Thanks to the exquisite guidance of the Value Investing Thread I am still sitting on sizable gains. Here is one desperate rationalization for continuing to hold. I bought a value stock at a value price (yea!) but now that stock is attempting to become a growth play. I believe jeffrey is correct in that this stock is no longer 'Value' but I own a diverse portfolio. I will try to evaluate this one with 'Growth' glasses on and see what I come up with. I am also looking into AG as a takeover play. Much better to be the acquiree! John

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