SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: E_K_S who wrote (69639)1/28/2022 9:13:01 AM
From: Ditchdigger  Respond to of 78911
 
Decided to join you in a bit of ORCL sub 80. Early 2021 summer price.



To: E_K_S who wrote (69639)3/17/2022 12:28:40 PM
From: Paul Senior  Read Replies (5) | Respond to of 78911
 
Farm equipment. Looking for some suggestions. My realization is that USA farmers are going to make good profits from wheat/beans/corn with curtailed Ukraine, and at some point they will spend to upgrade their equipment. Maybe I can buy in advance. Otoh maybe it's obvious and already in the stock prices.

DE. Of course, but it looks expensive to me at current valuation.
Iveco. Not enough financial info that I see.
AGCO. Metrics look ok. Farm equip, but also construction.
CNHI. Too big/diverse. D/e much higher than ACGO

Perhaps AGCO at current price?
finance.yahoo.com