CMI : Analysis & Opinions

  1. 8 High-Yielders That Fund Managers Love

    December 16, 2014
    Have you ever noticed the abundance of articles with catchy titles? "Five Favorite Stocks Of The 1%" "Secret Money Management ...
  2. Closing the Books on Q3 Earnings Season - Earnings Trends

    November 25, 2014
    Closing the Books on Q3 Earnings Season - Earnings Trends
  3. Get Ready for Shift in Fed Policy - Ahead of Wall Street

    October 28, 2014
    The Fed genuinely wants to get out of the QE business and start the monetary policy 'normalization' process.
  4. Dollar Tree Deal, Q2 Earnings on Deck - Ahead of Wall Street

    July 28, 2014
    Family Dollar (FDO) is being bought by rival Dollar Tree (DLTR), and FDO shares in the pre-market are up over 24%.
  5. Bull of the Day: Tata Motors (TTM) - Bull of the Day

    May 22, 2014
    Bull of the Day: Tata Motors (TTM) - Bull of the Day
  6. A Cloudy Earnings Picture - Ahead of Wall Street

    April 29, 2014
    Stocks ran up big last year in anticipation of earnings growth resumption down the road and that hope still remains unrealized. ...
  7. Natural gas vehicles are finally beginning to take off in a big way. Fleet sales and heavy duty truck demand is growing and analysts predict big things in the future.

    Playing The Growth In Natural Gas Powered Vehicles

    March 12, 2014
    Natural gas vehicles are taking off in a big way. Fleet sales and heavy duty truck demand is growing and analysts predict ...
  8. Navistar's Turnaround Is Ugly And Bumpy, But Making Progress

    September 5, 2013
    Navistar's turnaround doesn't look pretty, but the company has made important positive steps.
  9. Tata Motors: A Tale Of Two Businesses

    September 3, 2013
    Jaguar is doing exceptionally well, but Tata Motors struggles to replicate that success at home.
  10. Deere May Be Getting Too Little Credit

    August 15, 2013
    Investors are so worried about potential declines in 2014, Deere's stock is slipping into long-term value territory.
  11. Is Cummins Building For Bigger Things?

    July 31, 2013
    Cummins is navigating the slowdown well, but calculating the future growth is no simple task
  12. Navistar In The Early Stages Of Turning It Around

    June 11, 2013
    Navistar is on the road back to share regrowth and profits.
  13. Investors Already Thinking Recovery For Cummins

    May 15, 2013
    Cummins is still bottoming, but the Street is already thinking recovery
  14. BorgWarner Still In A Long-Term Growth Lane

    May 13, 2013
    BorgWarner has intriguing growth prospects, but the shares have already recovered quite a bit of ground.
  15. Cummins Profits Fall on Lower Sales - Analyst Blog

    February 6, 2013
    Cummins Inc. (CMI) revealed a 21.9% fall in earnings per share to $2.00 in the fourth quarter of 2012 from $2.56 per share ...
  16. High Paid Manufacturing Turns to U.S. - Analyst Blog

    January 14, 2013
    Outsourcing or offshoring has had a profound effect on the U.S. job market. Industries such as textiles, toys, shoes and ...
  17. Cummins Boosts Share Repurchase - Analyst Blog

    December 14, 2012
    Cummins Inc. (CMI) revealed that its Board of Directors has authorized a new share repurchase program and the acquisition ...
  18. Westport Is Still All About Tomorrow

    November 9, 2012
    Disappointing revenue today means almost nothing for Westport's long-term value.
  19. Lockheed Martin Among Capital Goods' Biggest Movers on November ...

    November 7, 2012
    On a bad day for the market, the Nasdaq has declined 2.7%, the S&P 500 is down 2.6% and the Dow has fallen 2.5%. The ...
  20. WABCO's Quality Already Reflected In The Stock

    October 25, 2012
    WABCO is well-positioned for growing emerging market demand, but the stock is not cheap.
  21. Alcoa Is A Potential Value Call

    October 10, 2012
    Alcoa is doing the best it can in a tough market. The company probably needs aluminum prices above $1 or $1.10/lb for the ...
  22. Navistar Changes Gear With Its Engine Program

    July 6, 2012
    Navistar accepts reality and changes its emissions control technology.
  23. Is Clarcor's Business Slipping Away?

    June 26, 2012
    Clarcor is a well-run business and the filtration business is a good one to be in, but the growth potential doesn't seem ...
  24. Actuant Down To One Horse

    June 25, 2012
    Even if Actuant can grow free cash flow at a high single-digit rate over the next decade, these shares aren't compelling ...
  25. For Joy Global, It's No Longer "If" Or "When" But, "How Long?"

    June 1, 2012
    With the slowdown in mining equipment, Joy Global may lag for a while.
  26. U.S. Manufacturing Starts To Boom

    April 12, 2012
    With the Institute for Supply Management's PMI index rising for the 32nd month in a row, it's safe to say that the U.S. is ...
  27. Should Investors Brake For SORL Auto Parts?

    April 4, 2012
    American investors' indiscriminate obsession with all things China is long past. SORL has been all but left for dead, but ...
  28. Commercial Vehicle Group Is Priced To Move

    March 5, 2012
    Commercial is generating huge gains in revenues and earnings, yet its stock trades below its 2004 IPO price of $13 a share. ...
  29. Strong U.S. Jobs Growth: Will These Profitable Companies Benefit?

    January 9, 2012
    With a rebounding U.S. job market, the economy might be rebounding faster than initially expected.
  30. 3 Reasons To Own Regal Entertainment

    January 4, 2012
    With or without a good year, Regal Entertainment is a good place to invest right now.
  31. Kirby Not Just Floating Along

    December 8, 2011
    Kirby is a great mix of stability and growth potential.
  32. Ashland Unveils Three Year Growth Plan

    November 30, 2011
    Ashland has established a set of growth targets on EBITDA and margins to achieve over the next three years.
  33. Eaton – Well-Balanced, But Forever A Bridesmaid?

    October 27, 2011
    Eaton gets relatively less respect than it should, but that could make it a value for patient investors.
  34. Diesel Fuel Offers An Interesting Play

    October 19, 2011
    Use the increased demand for diesel to your advantage. Check out these picks for some good side bets in the energy sector. ...
  35. 3 Reasons To Own Sauer-Danfoss

    October 14, 2011
    Sauer-Danfoss is making record margins these days, but its stock is up and down like a yo-yo. Here are three reasons to own ...
  36. Clarcor's Growth Story A Little Gummed Up

    September 16, 2011
    Do Clarcor's growth problems prove that the filtration sector has slowed down?
  37. Navistar Gets More Than The Benefit Of The Doubt

    September 8, 2011
    Navistar is undervalued, but only if it executes better than it has.
  38. 3 Reasons To Own Magna International

    August 16, 2011
    The auto parts maker's EV/EBITDA is less than four times EBITDA, making it very appealing right now.
  39. Old Dominion's Great Growth Story

    April 29, 2011
    Old Dominion continues to leverage its lower cost base across a recovering industry.
  40. Finding The Green In Garbage

    April 28, 2011
    With higher commodities prices here to stay, companies that provide recycling and waste-to-energy applications will be big ...
  41. Cummins Finds Another Gear

    April 28, 2011
    Cummins continues to reap the profits from a nearly insatiable demand for trucks in emerging markets.
  42. Can China Yuchai Rev Up Your Portfolio?

    April 1, 2011
    China Yuchai is risky, but maybe too cheap to ignore as a play on China's industrial expansion.
  43. Cummins Cannot Outrun Expectations

    February 3, 2011
    Cummins is hitting on all cylinders but analysts already expected that.
  44. S&P 500 Winners In 2010

    January 7, 2011
    Some of the best-performing stocks in the S&P 500 in 2010 were all but counted out at the peak of the financial crisis. ...
  45. 2010's Highest Performing S&P500 stocks

    December 15, 2010
    Check out 2010's highest-performing S&P 500 stocks.
  46. 6 High-Flying S&P 500 Stocks

    October 12, 2010
    Check out six S&P 500 stocks that are returning more than 60%.
  47. 5 Stock Sectors To Hold If The Market Crashes

    September 2, 2010
    Equities can seem scary when the economy is volatile, but these holdings can be profitable in the long run.
  48. Making Sense Of Generac's IPO

    March 2, 2010
    On February 11 Generac Power Systemsits shares began trading on Nasdaq at $13 a share, but is it a good buy?
  49. Pall Corporation Filters In Good Earnings

    January 25, 2010
    Product diversification is the name of the industrials game.
  50. Companies That Are Beating Earnings Estimates

    April 2, 2009
    Companies that have exceeded earnings estimates are worthy of further research as analysts' ratings might boost stock prices. ...
  51. Gymboree Masters Jungle Gym Of Dour Economy

    February 13, 2009
    A low P/E ratio doesn't guarantee the investment worthiness of a company, but Gymboree is a shining star of the metric.
  52. Big Rig Emission Changes May Hurt Makers (CMI,OSK,VOLV)

    August 14, 2007
    New EPA rules mean short-term pain for long-term gain in the heavy truck industry.
Trading Center