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Non-Tech
New Holland and the Ag Equipment Group

An SI Board Since August 1998

Posts	SubjectMarks	Bans
113	7	0

Emcee: Michael Burry	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
38	This exerpt from Barron's on 98's "losers" ">> 1/	Bob Rudd	-	1/2/1999
37	- OT - TobaccoMan, I think we agree here on 2 things: 1) Subsidies to generat	Shane M	-	12/28/1998
36	Mr. Milburn, I could stand on my soap-box for days, but I will not bore you wi	TobaccoMan	-	12/28/1998
35	Thanks shane: Outlook is bad for most except the dairy farmers (all-time-high	Joe Wesley	-	12/28/1998
34	Thought I'd post the following link on farm outlook for '99 and discuss	Shane M	-	12/27/1998
33	Sorry for taking so long to get back ZE. Merrill Lynch is offering free access	Joe Wesley	-	11/10/1998
32	Starting to go through it ZE and compare to Case and second quarter. Cash drop	Joe Wesley	-	10/28/1998
31	New Holland reports earnings: go2net.newsalert.com Any thoughts? Looks like	Zach E.	-	10/28/1998
30	Looks like NH Holdings has dried up the overhead. Now how much are they willing	Joe Wesley	-	10/22/1998
29	Hi Jim and All: Article from USAToday. usatoday.com Parts of the farm economy	Joe Wesley	-	10/13/1998
28	******OT******* Jeffery: ELT has an asset sale pending with GE and anothe	peter michaelson	-	10/9/1998
27	Peter, no to your questions. I am wary of stocks up a lot recently in a bear ma	jeffbas	-	10/9/1998
26	ditto I think you and I are clones, Jeffrey. I'll increase my investment	peter michaelson	-	10/9/1998
25	Mike, I did the same thing. On the day they announced poorer results and the Fi	jeffbas	-	10/9/1998
24	I've been looking at heavy equipment cyclicals going back a few decades. Lo	Michael Burry	-	10/9/1998
23	It is interesting. If a company like Case can keep results well above zero, you	jeffbas	-	10/8/1998
22	Interesting article: biz.yahoo.com Amateur	Joe Wesley	-	10/8/1998
21	Hi jb: In addition to your notes. I live on a farm and have used NH equipment	Joe Wesley	-	9/29/1998
20	New Holland share repurchase announcement PLEASE NOTE: New Holland's paren	alruss	-	9/28/1998
19	Jim, I guess I bought your NH stock today. I couldn't resist a price under	jeffbas	-	9/25/1998
18	Case preannouncing the rest of the year and a lower 99 was not a surprise by an	James Clarke	-	9/10/1998
17	Case warns: biz.yahoo.com Nothing here that wasn't already expected and pr	Zach E.	-	9/9/1998
16	This weeks Barrons carries a good article on farming entitled: Too Much Food? H	Bob Rudd	-	8/30/1998
15	Falling ag equipment share prices reflect pessimism about ag economy due to fal	Bob Rudd	-	8/27/1998
14	Mike: I bought some of your NH @11 3/8 to go with the AG..If I were significant	Bob Rudd	-	8/25/1998

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