John Stephenson CNH Global CNH-N DON'T BUY Mar 04, 2011

Have consolidated a good land position and could be a good takeover target. It is 90% gas and this is the one commodity that he is not bullish on.

John Stephenson

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$49.060

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machinery

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Tractors. Likes the outlook for the growth of the agricultural business. (Also likes and owns Deere (DE-N)). Undergoing a massive restructuring.

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John Stephenson CNH Global CNH-N DON'T BUY Mar 04, 2011

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