Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (75054)	2/15/2024 9:08:38 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78702

Ag stocks: AGCO. Added a bit to my tracking position. Low p/e, low p/sales. Net margin at record high. Perhaps company should be viewed as cyclical farm equipment manufacturer/distributer. I don't know where we are in the cycle. If business as good as it gets in farm cycle (those good net margins), then low and lower stock price, low p/e now are to be expected. A positive otoh, is that company has had positive earnings every years since at least 2012. finance.yahoo.com