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Non-Tech : CAT-Caterpillar
CAT 577.26-1.0%Oct 31 9:30 AM EDT
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To: Patrick J. Saunders who wrote (44)12/21/1997 1:55:00 AM
From: james s  Read Replies (1) of 110
 
Pat, i have been working on a "dow dogs" type of valuation and
CAT is by far out doing them all. i feel w/ a p/e of 11 and p/s of 1
current yeild of 2.03 this is a nice core holding. the company
seems to becoming more of a growth co. than a cyclical with its
promising small off highway machines line // purchase of Perkins
for 1.33 billion last week, they are postioning for the fast growth markets.
do you have a good grasp of CATs creadit division? they seem to
be healthy with very few loan write downs.
baring big troubles- i will take 1/2 my target position before
'98 and Jan. run-up.

good trades,
james
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