Cummins, Inc. (NYSE:CMI)

Graham screen, great company people educated in the numbers.

I like that the company is well regarded by its industry and its competitors. It is recognized for its focus on sustainability, community and is well positioned if a natural gas transportation infrastructure is built out in the United States. One of its competitor's, Navistar, was forced to subcontract out to Cummins to meet more stringent EPA requirements on it engines. The company is riding out an international recession, but should profit if companies worldwide begin to spend again on more efficient and sustainable machinery.

http://www.reuters.com/article/2012/06/20/idUS135862+20-Jun-2012+BW20120620
http://rermag.com/supply-side-1/cummins-recognized-bloomberg-community-minded-company
http://carolinedowdhiggins.com/2012/06/cummins-recognized-as-a-top-place-to-work/
http://online.wsj.com/article/BT-CO-20130416-716167.html

S&P Star Ranking = 5*****
(1=lowest, 5=highest)

S&P Fair Value Rank = 4
(1=most overvalued, 5=most undervalued)

S&P Quality Ranking = A-

RSI (Relative Strength Index) = 30

[% ROE], vs [% Long Term Debt of Capitalization] (respectively)
2012 = NA? vs 09.0
2011 = 38.3 vs 09.6
2010 = 24.6 vs 12.4
2009 = 12.2 vs 13.7
2008 = 24.0 vs 15.1
2007 = 23.8 vs 13.0
2006 = 30.6 vs 17.5
2005 = 33.7 vs 36.7
2004 = 14.9 vs 30.1
2003 = 06.0 vs 56.3

looking good!

Cummins has a strong position in both diesel and natural gas engines for heavy duty trucks. The company is not dependent upon a large scale switch to truck engines powered by natural gas, but Cummins is well positioned if that switch takes place.

It's the leader in its field and satisfies all of its stakesholders-- owners, employees, customers. It's also going to be out in front when natural gas vehicles of all kinds become common.

Well run company; positioned nicely for natural gas.

Nat gas trucks

global demand will pick up. I believe

Solid american base company whit cuttin edge tecnologhy

As the world continues to pull out of the Recession, high quality and efficient industrial engines for trucks and heavy equipment will be very profitable.

Picking the best company in the US. Let's see if Cummings can sustain it's performance.

http://www.fool.com/the-25-best-companies-in-america/index.aspx

fairly valued for earnings and book value, excellent growth, and low debt.

Expect more vehicles using nat. gas. CMI builds the motors for it. Long term trend.

They meet the famous Dave Gartman criteria that "They make stuff that, if you drop one on your foot, you say OUCH!!" Pivotal machinery work in both innovative and old-line arenas, poised to benefit from rising Asia and recovering West.

Recovery of auto industry

Strong product line, company has good fundamentals - strong cash flows, solid balance sheet and is positioned to benefit from next generation of engines and recovery of global economy over next several years

Obama win!

Beaten down a little bit lately, but still promising future. I believe their natural gas engines could be a very important business segment for them. A reasonable value buy.