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

To: Paul Senior who wrote (47427)	4/16/2012 10:20:50 PM
From: Sergio H	Respond to of 78717

CMI looks great going forward. They have sold off on China's slowdown but they have an established niche as the number one name in ng engines. With ng so cheap, demand should increase. They are well diversified with interest throughout the world to balance weakness in China and have power generation and other steady products to offset the cyclical engine market. I am looking over FSYS for a buy also as the recent sell off looks overdone.

To: Paul Senior who wrote (47427)	7/10/2012 3:44:12 PM
From: Paul Senior	1 Recommendation Read Replies (1) \| Respond to of 78717

CMI. Not such a great day for Cummins reuters.com "Shares of Cummins slid 10 percent in afternoon trading after the company said it expects second-quarter sales of about $4.45 billion, and warned that it sees full-year sales "in line" with 2011 rather than growing by 10 percent as it had earlier forecast. Analysts, on average, had expected second-quarter sales of $5.1 billion and 2012 sales of just under $20 billion. "Order trends in the U.S. for trucks and power generation equipment have softened and demand in Brazil, China and India is not improving as we had previously expected," Chief Executive Tom Linebarger said in a statement." ---------- Uh oh. That could be a harbinger for other industrial/construction equipment manufacturers. I have a few shares of CMI. Upping my position now as stock falls every few points. Company has good ten-year history, not a lot of ltd, is increasing its dividend. Low relative p/e (assuming business doesn't get worse than what management is now predicting). finance.yahoo.com