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

To: jeffbas who wrote (5846)	1/23/1999 8:13:00 PM
From: James Clarke	Read Replies (1) \| Respond to of 78481

The ag stocks have stopped hitting new lows as the news continues to get worse. I see absolutely no catalyst for things to get better any time soon, but by the time you see it clearly, you'll be looking at Case at 30, DE at 45 and NH at 17 or so. Value investors will never agree about whether it is more important to get in near the bottom, or if it is a better strategy to wait until the stock starts to move, thus missing 20%, but catching the rest of the move with lower risk and less time. It really depends on the situation.

To: jeffbas who wrote (5846)	1/23/1999 9:33:00 PM
From: Bob Rudd	Respond to of 78481

Jeffrey Bash <<NH has exposure to Brazil, whether it is disproportionately large I do not know >> I put this together last fall covering NH's exposure: Net Sales (in millions of dollars) 1997 1996 1995 Europe 2,290 2,469 2,162 North America 2,278 1,916 1,873 Brazil 296 185 249 Rest of World 934 904 719 Total 5,798 5,474 5,003 As Percentage of the Total Europe 39.5 45.1 43.2 North America 39.3 35.0 37.4 Brazil 5.1 3.4 5.0 Rest of World 16.1 16.5 14.4 Southeast Asia accounts for less than 3% of revenues