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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (14863)7/18/2002 12:30:01 PM
From: Dave  Read Replies (1) | Respond to of 79171
 
Hey Paul,

Haven't really dug into their financials, but I reviewed their profile page on Yahoo Finance; does that count? <ggg>

Yahoo states that their Current Ratio is a little better than 1, D/E a little greater than 1 and their book value about 23.86.

CUM does appear to be an interesting value stock. What percentage of their sales are tied to those Dodge Trucks? Is Dodge offering 0 percent financing?



To: Paul Senior who wrote (14863)7/18/2002 10:21:33 PM
From: James Clarke  Read Replies (1) | Respond to of 79171
 
<<Either the last time Cummins (CUM) was about at its current price, or the time before last, I dismissed Jim Clarke's recommendation of it.>>

Paul, you must have me confused with somebody else. I've always hated Cummins at almost any price. Just one of the worst businesses I've ever encountered. You want to lose money on Cummins lose money on Cummins, but don't put my name on that one.