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

To: Jurgis Bekepuris who wrote (54861)	1/21/2015 12:41:29 PM
From: E_K_S	1 Recommendation Recommended By Mattyice Respond to of 78774

Re: AGCO Corporation (AGCO) _ Started a small position Decided to deploy some of my cash and start a small position in AGCO. GN says the stock is 41% undervalued and the fair value s/d be $61.65/share. My motivation for starting a position now, rather than waiting is the announcement of the ECB QE program. Hopefully all that money will find it's way into financing a few of their tractors and farm equipment. The ECB QE program does not start until March 2015 so I expect this one will be a long term hold before something close to fair value is reached. I just wanted to have some exposure to EU and India and this one was high on my list. I also like TAL for the same reason but am waiting to add shares. TAL is around fair value when doing the GN calculation but they have a good dividend and it's ROC that makes it tax efficient. EKS