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Update Cummins (CMI)

The heavy truck replacement cycle continues to play out exactly as Cummins (CMI) has outlined it over the last year. The pent-up demand created during the Great Recession when truck owners put off replacing aging trucks will turn into new orders as the economy...

Update Cummins (CMI)

Notice something about the U.S. economy? Consumer confidence is plunging like a stone—in July the consumer confidence index fell to 50.4. That’s down from the 54.3 (revised) reading for June and the lowest reading since February. But corporate customers are...

Update Cummins (CMI)

The growth thesis for heavy-duty truck sales continued to play out in May. Net orders climbed by 84% from May of 2009. That growth thesis says that truck sales should boom in late 2010 and into 2011 as truck owners, who have put off buying during the recession, resume...
Navistar/Volkswagen hookup no big deal for Cummins

Buy Cummins (CMI)

Way back on April 20, I said that I’d like to add shares of Cummins (CMI) to Jubak’s Picks. Well, the stock ran away from me, I mean really ran, before I could get in a buy. Now thanks to the European debt crisis the shares have given up all that gain and a little bit...

3 technology stocks in the hot industrials sector

Here’s a quiz? Name three technology companies that no one has ever heard of. Apple (AAPL) is a great technology company. So is Google (GOOG). Cisco Systems (CSCO). Intel (INTC). And I’m sure that everybody would put them at the top of their list. But how about these...