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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (9287)	12/13/1999 6:50:00 PM
From: Tapcon	Respond to of 78565

CNH Review: Thanks James, Jeff and Bob. I'm definitely NOT married to the ag cycle. Age of capital goods in ag sector still may not drive this market as much as farm income in US and Europe. And for the most part, that's very much a weather question, feed and food grains inventories not withstanding. That's the demand side. But your comments on the supply side (cost/financing) issues have me convinced. I'm out. So with the value gurus united on this one, we'll see if it drifts into the single digits. (I still like the idea of a CNH presence in China, but we'll see if we can get back in again at a lower cost.) I've had many of the stocks discussed here on my watch list and certainly find it useful to review some of the fundamentals from time to time. With Mike just asking again about REITs review, took the words right out of my mouth!