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

To: Michael Burry who wrote (3095)1/26/1998 9:42:00 AM
From: James Clarke  Read Replies (3) | Respond to of 78576
 
New Holland at 23 or 24 is a steal. I know the company well. Very strong free cash flow and conservative management. Strong franchise in Europe and the third world. Hard to see where growth comes from, but at 9 times earnings you don't need any to get a good return.



To: Michael Burry who wrote (3095)1/26/1998 10:49:00 AM
From: Madharry  Respond to of 78576
 
off topic and to all:

I believe that the dollar and 30 year bonds have seen their highs.. With this philosophy which stocks should i be buying? thanks


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