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

To: E_K_S who wrote (2130)	8/3/2012 12:56:08 AM
From: Brian Sullivan	Respond to of 4721

I also prefer CMI over F and CSX. I am a believer in a migration to NG as a motor fuel, initially for large commercial truck fleets. One of CMI competitors has lo recently run into problems, (Navistar) s well.

To: E_K_S who wrote (2130)	8/5/2012 9:39:34 PM
From: The Ox	Read Replies (3) \| Respond to of 4721

I disagree on SPLS. I think their net profit is way too low at 3.9%. Let's look at the net profit metric of the other top vote getters in our list: APA 19.5% PH 8.8% CSX 15.8% PM 11.6% AAPL 27% ADM 1.4% ROC 13.5% CMI 10.9% DIS 13.6% F 14% SLW 74.5% VZ 10.1% AMAT 13.8% CL 15.2% GLW 28.5% NSR 17.6% STX 19.1% UNP 18.1% As we can see, with the exception of ADM, all the stocks have substantially higher net profit margins. It is one of the reasons why I don't think ADM is a worthy candidate for this portfolio. Please note that I'm not saying that SPLS or ADM isn't a good investment but I don't think they qualify when compared to the other companies we are looking at. We all know that one metric alone isn't a deal breaker but this one is high on my list. Generating profits is how most companies will reward long term shareholders and with this in mind, I am of the opinion we dump SPLS and ADM.