Cummins, Inc. (CMI)

JosephStalin (< 20) Submitted: 5/08/08 3:31 PM : Start Price: $67.88 CMI Score: -16.28

This stock has had a very strong run-up. However, the truckers are lobbying congress right now for assistance with fuel costs. One of the major initiatives they're pushing is subsidies to help truckers install idle reduction technology, which CMI p...

Report this Post Replies: 4 | Reply | Permalink

tsmfool (84.77) Submitted: 9/05/06 9:08 PM : Start Price: $29.00 CMI Score: 42.71

CMI has done well over the past year due to emissions regs effective 2007. A slowdown in sales is anticipated in early 2007, but I believe that this will be short lived. CMI is a leader in their industry and will continue to be for the forseeable f...

Report this Post Replies: 0 | Reply | Permalink

NoVaAmPro (98.92) Submitted: 11/24/06 10:40 AM : Start Price: $30.52 CMI Score: 41.61

An insanely low P/E (I calculate the fair value, even at anemic growth rate estimates, to be twice or more its current market cap), a growing dividend, more green tech coming, and new contracts in China. . . this one is going to be huge.

Report this Post Replies: 0 | Reply | Permalink

bourbonplease (95.66) Submitted: 10/17/06 4:56 PM : Start Price: $33.86 CMI Score: 29.93

Look at the PE and you will see. Again a China play Diesel engines from Dodge trucks to China's Bus lines. Big new plant built in China this year and they are tapping into India as well.

Report this Post Replies: 0 | Reply | Permalink

Bradford93B (39.87) Submitted: 4/05/07 12:55 PM : Start Price: $36.44 CMI Score: 26.38

Cummins Engines are good diesel engines and not nearly as pricy as Caterpillar engines. I have had them in a few big trucks I've driven. Could beat a Detroit engine to the top of a long hill most of the time. They also use them in Ag tractors and hu...

Report this Post Replies: 0 | Reply | Permalink

OuijaBoardPicks (< 20) Submitted: 4/26/07 7:38 AM : Start Price: $41.99 CMI Score: 16.98

I suspect that engine manufacturers will benefit from the global warming issue. New government regulations will force consumers to purchase new technology engines and new types of fuel.

Report this Post Replies: 0 | Reply | Permalink

woodlandstiger (27.52) Submitted: 12/09/06 2:44 PM : Start Price: $30.07 CMI Score: 43.81

High quality. Beats Caterpillar at the customer level. Serving the niche of oil & gas drilling rig builders aggressively and reliably. Senior management directly involved in customer interface.

Report this Post Replies: 1 | Reply | Permalink

muzzybelly (< 20) Submitted: 9/16/06 6:26 AM : Start Price: $27.59 CMI Score: 48.79

2007 will be the worst year ever for truck sales. But the market is pricing that into the stock already. Its forward P/E is 9, from a ttm of 14. Cheap.

The emissions regs will hurt but only about 20% of its revs are affected. Given that the ma...

Report this Post Replies: 2 | Reply | Permalink

reddingrunner (< 20) Submitted: 8/08/07 12:43 PM : Start Price: $60.87 CMI Score: -6.80

Cummins is still cheap, given their growth prospects. If the developing world keeps developing and building Cummins is well-positioned to grow exponentially. This isn't some quiet midwestern US company anymore. I would wait for a pullback to inves...

Report this Post Replies: 1 | Reply | Permalink

Wifeb123 (45.93) Submitted: 4/27/07 2:23 PM : Start Price: $48.89 CMI Score: 6.29

has a very diverse product line and many of the other product divisions will help profits when engine sales are down. Overall a very well run company with alot of resources, cash flow, and room for growth.

Report this Post Replies: 0 | Reply | Permalink