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

To: E_K_S who wrote (74963)	1/28/2024 5:35:43 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78512

I think AG in generally is going to have a down year, due to lower crop prices and higher interest rates in 2024, but much seems priced in. I like CNHI as a transformational play as they have been doing a good job building their margins the years, and with the Raven tech getting more integrated. Deere are still the top dogs with large tractors in NA and that’s the most profitable market. AGCO is strong in Europe but that market is less homogenous and not as profitable.