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Non-Tech : New Holland and the Ag Equipment Group -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (75)3/18/1999 12:03:00 PM
From: Michael Burry  Respond to of 113
 
Agree. I still feel that from this trough, NH has the best capital appreciation potential long-term given its strengths -as evidenced by today's news - in the emerging markets that will increasingly squeeze North American farms. And that it has the most attractive dividend while we wait just makes it a no-brainer. I feel the opportunity to load up below 9 was truly one of those divine gifts to value investors.

Mike


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