Gehl Company <GEHL> | Stock Discussion Forums

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Non-Tech
Gehl Company <GEHL>

An SI Board Since May 1997

Posts	SubjectMarks	Bans	Symbol
97	4	0	GEHL

Emcee: Michael Bakunin	Type: Unmoderated

Introduction Market Data Compact

[Yahoo]
"Gehl designs, manufactures, distributes, and sells agricultural and light construction equipment." This has been a core holding for me, but the last few days' market action has been unexpectedly exciting.

Don't get me wrong, there's a lot to like: margins are solid, expenses under control, sales show steady growth: a nice, boring, cyclical company that's profiting from economic growth.

At first I thought the jump was an effect of Deere's comments: [Reuters 5/13/97] "Deere and Co outlook for strong agricultural and construction markets for the next several months was lifting the entire construction and farming equipment sector Tuesday."

However, Gehl seems to be trading beyond the bounce that should have created. Does anyone else follow these folks, or have any info to which I'm not privy? Any input is appreciated.

michael

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Reply	Message Preview	From	Recs	Posted
97	I have just published a report at www.napeague.com that provides in-depth covera	Bob Davis	-	5/9/2001
96	Guys, On Friday The Napeague Letter published an update on the GEHL buy-out. Ye	Bob Davis	-	2/12/2001
95	For more than two years analysts and institutional investors have recognized tha	Bob Davis	-	1/11/2001
94	Snip from today's WSJ: "WASHINGTON -- A group including Newcastle Part	Joe Btfsplk	-	11/8/2000
93	Guys, As you probably already know, GEHL just reported $0.64 per share in the	Bob Davis	-	2/14/2000
92	To reprint a Napeague Letter article that has appeared on a number of web sites	Bob Davis	-	12/28/1999
91	I agree with the analysis made by Mr. Davis and I join him on the sideline wond	Adelantado	-	12/3/1999
90	Gehl Company (NASDAQ:GEHL) has been the topic of several recent issues of The N	Bob Davis	-	11/29/1999
89	A nice article; it explains the background that underlies the last few years	Michael Bakunin	-	10/25/1999
88	Thanks for the link. Very interesting article.	CLYDE PAUL	-	10/25/1999
87	Large shareholders, CEO in tug of war over company's(Gehl) future Milwauke	Arthur	-	10/25/1999
86	In its October 11th "Research Notes", The Napeague Letter noted that	Bob Davis	-	10/18/1999
85	Gehl buys out dissident investor (725,900 Shares) =============== Company Pre	Arthur	-	7/11/1999
84	The current edition of the Milwaukee Journal Sentinel includes an article ab	Bob Davis	-	4/27/1999
83	Guys, The Napeague Letter has published a Flash Report covering todays very im	Bob Davis	-	4/22/1999
82	GEHL is one of ten stocks cited as "The Big Bargains in Small Companies&qu	Bob Davis	-	4/15/1999
81	Gehl is my largest holding -- but I'm diversified, so that's less than	Michael Bakunin	-	4/8/1999
80	Just noticed Gehl had a bit of a volume increase with little change in price in	Oak Tree	-	4/7/1999
79	Did you notice that Gehl was featured in Fortune as a company likely to be boug	Oak Tree	-	4/7/1999
78	Once again, earnings are fine: biz.yahoo.com Highlights from the PR: - good to	Michael Bakunin	-	2/12/1999
77	Thanks for the link. I think your market analysis (positives in dairy, skid-st	Michael Bakunin	-	12/27/1998
76	Bob, Thanks for the post. I found your research report quite interesting. Of	Marz	-	12/24/1998
75	I've just published an Overview of the Construction & Agricultural Equi	Bob Davis	-	12/20/1998
74	You know I like the company -- but I'd be surprised if the <i>stock&l	Michael Bakunin	-	10/15/1998
73	Clyde, good to see that the Gehl "fanclub" has increased 50% since	Marz	-	10/15/1998

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