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

To: Don S.Boller who wrote (3626)	3/25/1998 9:55:00 AM
From: Wallace Rivers	Respond to of 78594

Thanks Don...Good to have you aboard, especially when your post isn't loaded with hype. Will look at your suggestion. Wallace

To: Don S.Boller who wrote (3626)	3/29/1998 3:02:00 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78594

Don S. Boller: re GEHL. Well it could work out okay. Very hard to figure it correctly I'd say, without studying and watching as you are doing. PE is low with good ROE. Probably shows up on a lot of screens. But isn't it painted as one of "those agricultural companies"? - and they generally, as you know, have low earnings multiples when, as now, they are in the "good" part of their earnings cycle. Maybe GEHL's different being in several business sectors. On the other hand, there are some big competitors that have been talked about on this thread - CASE, New Holland, AGRO, I think. Hard for me to see compelling reason to buy GEHL now as I wouldn't expect pe multiple expansion. 'Course, I've been wrong, many, many times before. Paul Senior