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

To: E_K_S who wrote (74983)	2/6/2024 8:06:54 AM
From: E_K_S	Read Replies (1) \| Respond to of 78673

AGCO +8% a slight miss on earnings but guides higher above 2024 consensus AGCO Reports Fourth Quarter and Full Year Results Record full year net sales of $14.4 billion Full year reported operating margin of 11.8% and adjusted operating margin(3) of 12.0% Full year reported earnings per share of $15.63 and adjusted earnings per share(3) of $15.55 Introduces outlook for 2024 full year net sales of ~$13.6 billion and earnings per share of ~$13.15 Could bode well for all AG stocks & AG suppliers (fertilizer, grain bins etc). CHHI for me is the Value trade but I own a basket of AG stocks

To: E_K_S who wrote (74983)	2/14/2024 8:05:36 AM
From: E_K_S	Read Replies (2) \| Respond to of 78673

Re: CNH Industrial N.V.(CNHI) - earnings beat & authorizes $500 million stock buy back CNH Industrial N.V. Reports Fourth Quarter and Full Year 2023 Results Fourth quarter net income increased by 4% year-over-year despite consolidated revenue declining by 2% Fourth quarter Agriculture segment adjusted EBIT margin up 40 bps year-over-year to 13.5%; Construction up 230 bps to 5.8% Full year net income up 17% year-over-year on a 5% increase in consolidated revenue Full year diluted EPS reaches $1.76; adjusted diluted EPS at $1.70 Cost reduction programs expected to improve through-cycle margins Company announces additional $500 million share buyback program