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Strategies & Market Trends : Value Investing

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To: Spekulatius who wrote (44039)	8/22/2011 1:53:38 PM
From: E_K_S	Read Replies (1) of 78705

My preference is Cummins Inc. (CMI). PE is similar to PCAR but CMI's debt profile is much better. Both pay a dividend around 2%. Paul had mentioned some of his Buys in this area. It was triggered by the new EPA regulations for diesel trucks and the proposed new fleet MPG requirements. ( Message 27560079 ) I looked at CMI & NV (http://www.siliconinvestor.com/readmsg.aspx?msgid=27562407 ). CAT is doing a JV with NV for their diesel engines. What do you know about any German (or European) made diesel engine companies that sell world wide? I own a VW TDI diesel and the engine was made by some Italian engine manufacturer. I do know that many of the next generation diesel engines meet the new US EPA standards and w/ their durability and high fuel mileage may sell well in the US and other parts of the World (ie China). I am not too sure, if any of these European engine manufactures make a heavy duty (or even medium size truck) diesel that competes with the CMI lines. The European car diesels are quite good much better than anything currently made in the U.S.. In fact Jeep stopped production of their SUV diesel because it was so bad. EKS

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