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"Now a company that we discussed often on this channel, CNH Industrial, has a three billion stake with a pay ratio of 14 amid weakness in the agricultural sector. Farmers aren't buying heavy combines because of tariffs and uncertainties from the past couple of years, and we have to wait for the inventory to be reduced. When looking at the current price decline, it definitely looks ugly, but the business remains solid. After averaging about 1 to 1.5 billion in free cash flow, it could yield roughly 10% over the cycle."
The commentary on CNH Industrial centers around its current cyclical weakness, noting that while the fundamentals remain intact, the stock is trading at a bottom and may present a buying opportunity when the cycle reverses.
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