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

To: Spekulatius who wrote (74186)	11/7/2023 10:38:13 AM
From: E_K_S	Read Replies (2) \| Respond to of 78669

Re: CNHI I was lucky to get pre-market at $9.75/share. Lots of good assets but EU slow down s/d eventually come back. Some of their equipment also has self driving tractors now too. Been looking at Phibro Anl Htlh A(PAHC), one I sold in 3/2022 at/near $20. They are back to 10x PE. I like them as part of my AG basket since they provide animal supplements. Cheap when you look at ZTS at 30x PE. 3.92% div too. Started tracking position in PAHC. Also started a tracking position in Zimmer Biomet Holdings(ZBH); 15x PE, $22.8 Billion market cap Zimmer Biomet is a leading musculoskeletal healthcare company that designs, manufactures and markets orthopedic reconstructive products; sports medicine, biologics, extremities and trauma products; spine, bone healing, craniomaxillofacial and thoracic products; dental implants; and related surgical products.