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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (43872)8/11/2011 2:23:28 PM
From: Paul Senior  Read Replies (1) of 78715
 
NAV (and OSK) at new lows. An analyst I heard about six months ago said he believed CMI had the far superior r&d capability compared to competitors. CMI does seem to me to be the leader in diesel, although all engine/truck manufacturers may benefit from the new federal requirements. Fwiw, I considered CAT for diesel engines also, but chose CMI because I liked CMI's focus on engines.
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