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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
63	For GEHL what you want to find out is how much of their business is skid steers	James Clarke	-	3/15/1999
62	Changes in European farm subsidy structure may impact NH & AG, but I'm	Bob Rudd	-	3/12/1999
61	A post on Yahoo raised concern about inventories. "The only real negative	Bob Rudd	-	3/6/1999
60	Ref to NH posts on Value thread: There have been several posts on NH on the Val	Bob Rudd	-	3/5/1999
59	Shane; Haven't really studied GEHL, but it appears to derive a lot more inc	Bob Rudd	-	2/18/1999
58	Just back from vacation, and got your message. I agree with most of your inter	John Stichnoth	-	2/18/1999
57	Any thoughts on GEHL? Seems to be bucking the trend. Or is this non-comparabl	Shane M	-	2/18/1999
56	Negatve outlook on farm economy generally, and Deere's take on it are prett	Bob Rudd	-	2/9/1999
55	Deere's annual has been filed, at Edgar. Here's an excerpt, on their t	John Stichnoth	-	2/9/1999
54	AG insider activity: Looks to me like one insider sold in August at higher pri	Bob Rudd	-	2/2/1999
53	Re AG: One of the things that concerns me is insider sales during the Fall, at	John Stichnoth	-	1/25/1999
52	<<It would seem that Ag equipment is far more a shopping than a convenien	James Clarke	-	1/24/1999
51	<<farmers don't go to construction dealers. A big part of it is loca	Bob Rudd	-	1/23/1999
50	Jim AGCO What is it about their balance sheet that you dislike? The ratio's	Bob Rudd	-	1/23/1999
49	Agco is cheap. As are its three major competitors, Deere, Case and New Holland	James Clarke	-	1/23/1999
48	re: will Caterpillar acquire one of these? reposted from the Value Investing	James Clarke	-	1/23/1999
47	Researchmag just did A buy rec. on AGCO Here's the report: researchweek.com	Bob Rudd	-	1/11/1999
46	Shane: I'm long Agco & NH..down on AG, up on NH. Deere never got quite	Bob Rudd	-	1/7/1999
45	Bob, Thanks for comments. Do you have favorite stocks in agriculture? Please	Shane M	-	1/7/1999
44	Buying to early: Been there, done that..I got cut in half on Best Buy & Cen	Bob Rudd	-	1/7/1999
43	Bob, I'm still waiting on these stocks. I've seen too many of the val	Shane M	-	1/5/1999
42	<<But will they go up if US sales decline 15-20% and global sales decline	Bob Rudd	-	1/5/1999
41	Here's a copy of the Nepeague Letter by Bob Davis. He talks about the Ag s	Shane M	-	1/3/1999
40	<i>But will they go up if US sales decline 15-20% and global sales decli	Michael Burry	-	1/3/1999
39	<I>A TELLING SIGN OF A POSSIBLE BOTTOM FOR THESE STOCKS: THE SHARES NO LO	Shane M	-	1/3/1999

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