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

To: E_K_S who wrote (73843)10/4/2023 4:41:28 PM
From: Paul Senior  Read Replies (1) | Respond to of 78665
 
Thanks for stock ideas. Surprised that I hadn't heard of Kellanova (K). Although the brands are well-known here (in USA) of course.

finance.yahoo.com



To: E_K_S who wrote (73843)10/4/2023 7:56:11 PM
From: Spekulatius  Read Replies (1) | Respond to of 78665
 
I am curious why you sold CNHI? They are a peer to AGCO and actually have better operating margins. They can improve their operating margins further if they sell or spin off their low margin construction equipment business. I have been slowly adding to CNHI, including some more today. I think it is very cheap currently.



To: E_K_S who wrote (73843)10/4/2023 10:49:49 PM
From: Spekulatius  Respond to of 78665
 
Seems like a lot of trading - I am not sure I see much of a plan here. I like CNHI because it is cheap and it has become a better business over time. Exor Holdings basically controls this (~42% of the voting rights) and they are a very responsible owner. CNHI also has a decent business in precision agriculture , which they bolstered with an acquisition (Raven). My thinking is that they could eventually close the gap to Deere (tall order though)
cnhindustrial.com


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