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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
The Ag equipment group is taking it squarely on the chin. Deere, New Holland, Case, Agco - all quality companies - have seen their stocks devastated.

These stocks are all extremely undervalued. My picks are New Holland and Deere, but the whole industry is worthy of discussion here on SI. Let's open it up.

Good Investing,
Mike
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113 My broker at Paine Webber told me that there is a possible merger in the works Chad Beemer-8/21/1999
112 AG: Here's a paste of the same poster's later comments to inform theBob Rudd-8/20/1999
111 AG--an important post showed up on the yhoo AG board <i>What does this mkendall harmon-8/19/1999
110 AG-started a new thread. Boy this thread is quiet. Anyone there? Subject 298kendall harmon-8/7/1999
109 AG-more from earlier in the year May 27 <i>There's nothing to the wkendall harmon-8/7/1999
108 AG--Thompson i watch is a terrific site for investors. thomsoninvest.net Entekendall harmon-8/7/1999
107 AG--I knew someone said something on Friday to move the stock. Salomon Smith Bakendall harmon-8/7/1999
106 AG--Friday's action was takeover speculation as I surmised DULUTH, Ga. (CBkendall harmon-8/7/1999
105 AG--still researching, this is one to keep an eye on From a poster (didmancreakendall harmon-8/7/1999
104 AG traded very suspiciously today, with higher highs and a number of block buyskendall harmon-8/6/1999
103 Volvo sold the car division to concentrate on trucks and similar vehicles.... tPaul Berliner-5/24/1999
102 Bob, re:"AGCO has become an attractive target..." Hi Bob, Friday, tJon Stept-5/23/1999
101 Not familiar with Tomkins...wasn't Volvo just bought? As to Renault, here&#Bob Rudd-5/22/1999
100 It sounds like Britain's Tomkins. Second guess would by Volvo. May all be Paul Berliner-5/21/1999
99 AGCO Bus. Week Inside Wall Street column quote: << One New York investmeBob Rudd-5/21/1999
98 Good point. I am out of CSE, therefore, it is not my headache any more. I won&#Wade-5/19/1999
97 Wade, now, why does CSE continue down with a cash buyout offer pending? ObvioD.J.Smyth-5/19/1999
96 Check into HIPC if you think ethanol is going up. HIPC is the only ethanol playWade-5/19/1999
95 Paul, I respect your comments, however NH bid up Case in part (I suspect) relatD.J.Smyth-5/19/1999
94 Maybe short DE now and cover after the first estimate cut comes, which may be aPaul Berliner-5/19/1999
93 Paul, Is this the right time to sell short NH or AG or DE? DE looks like the woWade-5/18/1999
92 John: FYI dailynews.yahoo.comBob Rudd-5/18/1999
91 Paul: Thanks for the tipoff to the other thread...looks a tad more lively. You Bob Rudd-5/18/1999
90 The Deere report today reads like a horror novel - the rally has been unwarrPaul Berliner-5/18/1999
89 Hey! I had no idea this thread was here. We've been discussing ag & &amPaul Berliner-5/18/1999
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