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

To: TimbaBear who wrote (12139)	3/6/2001 9:20:17 AM
From: Mark Adams	Read Replies (1) \| Respond to of 78615

Curious as to your take on AG- Agco. Mentioned in Barrons (negative- as exposure to euro markets impacted by MadCow and Hoof/Mouth Disease). May take a loss this qtr. Looks like their current assets exceed debt+current liabilities on first glance, and S&P ranks them as a 4 star accumulate based on bad news in the price, trading 30% off fair value of about $13. Hope you enjoy your cruise. Ya know, some of those boats have internet access but it wouldn't do to spend the cruise huddled over a computer terminal.