CMI: Analysis & Opinions

  1. A Very Weak Start to Q2 Earnings Season - Earnings Trends

    July 13, 2012
    Summary We have results from only 32 S&P 500 companies at this stage, but what we have seen thus far -- in ...
  2. Rebound In Eurozone Industrial Production Doesn't Seem ...

    July 13, 2012
    Positive Eurozone industrial production data is more noise than news. This recent downturn in the global equity ...
  3. What's Holding Apple Up? - Real Time Insight

    July 13, 2012
    There are a few stocks I really look forward to earnings from. Caterpillar (CAT) and Cummins (CMI) tell us about ...
  4. Chinese Growth, JPM Damage Control As Expected - Analyst ...

    July 13, 2012
    The market will likely find China's second quarter GDP growth numbers reassuring as many read last week's second ...
  5. Stock Market News for July 13, 2012 - Market News

    July 13, 2012
    Positive initial claims data could hardly help the markets avoid its sixth-consecutive day of losses, as worries ...
  6. Ahead of Wall Street - July 13, 2012 - Ahead of Wall Street

    July 13, 2012
    Friday, July 13, 2012 The market will likely find China's second quarter GDP growth numbers reassuring as many ...
  7. Stock Market News for July 12, 2012 - Market News

    July 12, 2012
    Markets slumped to their fifth-straight day of losses after minutes from the Federal Reserve's June meeting revealed ...
  8. On Fed Minutes & Fiscal Cliffs - Analyst Blog

    July 11, 2012
    The most important item on today's calendar is the release of the Fed's June meeting minutes later this afternoon, ...
  9. Biggest Capital Goods Sector Movers for July 11, 2012

    July 11, 2012
    The Nasdaq has decreased 0.5%, the S&P 500 has remained steady and the Dow has declined 0.2% so far today. The ...
  10. Stock Market News for July 11, 2012 - Market News

    July 11, 2012
    Benchmarks posted their fourth straight loss yesterday after some companies lowered their profit guidance. The ...
  11. Ahead of Wall Street - July 11, 2012 - Ahead of Wall Street

    July 11, 2012
    Wednesday, July 11, 2012 The most important item on today's calendar is the release of the Fed's June meeting ...
  12. Navistar Changes Gear With Its Engine Program

    July 06, 2012
    Navistar accepts reality and changes its emissions control technology.
  13. Capital Goods Stocks Making Big Moves on July 6, 2012

    July 06, 2012
    The Nasdaq has decreased 1.7%, the S&P 500 has fallen 1.3% and the Dow is down 1.4%, marking a bad morning for the ...
  14. Capital Goods Sector's Biggest Movers for July 3, 2012

    July 03, 2012
    The market is having a good day so far: the Nasdaq has climbed 0.7%; the S&P 500 is up 0.7%; and the Dow has risen ...
  15. The Durable Play In Durable Goods

    June 29, 2012
    With orders rising for durable and core capital goods, despite the issues facing Europe, businesses are still ...
  16. 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 ...
  17. 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 ...
  18. The Navistar Mess Gets Messier

    June 11, 2012
    Navistar's engine problems have drained the company's power.
  19. For Joy Global, It's No Longer "If" Or "When" But, "How ...

    June 01, 2012
    With the slowdown in mining equipment, Joy Global may lag for a while.
  20. Kirby Spending Money To Make Money

    May 31, 2012
    At about seven times 2012 EBITDA, Kirby's shares are cheaper than usual, largely due to declines in frac activity in ...
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