Comments for CMI - Stockpickr! Your Source for Stock Ideas

Comments for CMI

Added By	Comments	Type	Date Added
Roger Lange	Clean energy play	Love	September 12, 2009
Stockpickr Staff	"This is a late cyclical play, but I'd say it's 3 points down, 10 points up and that's a good risk reward." (<a href="http://www.thestreet.com/story/10481561/1/mad-money-lightning-round-stick-with-yahoo.html" target="_blank">"Mad Money Lightning Round," 4-2-09</a>)	Love	April 03, 2009
marshall smith	truck fleets need replacement	Love	March 12, 2009
sarah z	From a recent Mad Money show:"I think that Cummins can go lower before it goes higher. It doesn't have a 5% dividend yield and they're an industrial. Take a little off the table."	Love	March 06, 2009
stockerblog	11/19/2008	Love	November 06, 2008
dougvk	Excellent long term growth in International Markets	Love	October 14, 2008
stockerblog	PE of 7, a PEG of 0.39, and it pays a yield of 2.0%	Love	October 14, 2008
sarah z	From a recent Mad Money show: "Cummins has the cleanest engine; that's all you need to know. They have the best technology. You have to stick with them."	Love	September 05, 2008
sarah z	From a recent Mad Money show: "Cummins has the cleanest engine; that's all you need to know. They have the best technology. You have to stick with them."	Love	September 04, 2008
sarah z	From a recent Mad Money show: "Cummins has the cleanest engine; that's all you need to know. They have the best technology. You have to stick with them. "	Love	September 02, 2008
sarah z	From a recent Mad Money show: "Cummins has the cleanest engine; that's all you need to know. They have the best technology. You have to stick with them."	Love	August 29, 2008
barrons2	Cummins (CMI): I like Cummins on diesel and on engineering, but I don't see a catalyst to give it strength beyond today.	Love	August 28, 2008
bgelfius	Cummins engines are found in lot of heavy equipment and a quality company	Love	July 27, 2008
johnf322	Great Swing Trade	Love	July 19, 2008
High Dividends	40%	Love	July 12, 2008
barrons2	Cummins, which is at the core of the industrial economy, is thriving. Long the world's No. 1 independent manufacturer of big diesel engines, Cummins (CMI) expects to post its fifth consecutive year of record sales and profits in 2008. Last Tuesday, it boosted its quarterly common dividend by 40%, to 17.5 cents a share from 12.5 cents -- its third consecutive annual hike. Cummins' dividend had been parked at 7.5 cents a share (adjusted for a 2-for-1 split last January, its second stock division in less than a year) from late 1999 until July 2006. With last week's increase, the payout has risen 133%. From 2003 to 2007, Cummins produced an average annual shareholder return (share-price appreciation, plus dividends) of 58%-the ninth best among the Fortune 500 during that stretch. Disbursement of the new quarterly is scheduled for Sept. 2 to investors of record Aug. 22. The stock goes ex-dividend Aug. 20. Cummins, which also makes natural-gas engines, electric power generation systems and engine-related components, has been paying dividends without interruption since 1948.	Love	July 12, 2008
Leah M C	Fantastic growth history	Love	July 01, 2008
corbee	done well for me	Love	June 24, 2008
theshadowsmoon	Hold shares of CMI stock; former employee.	Love	June 23, 2008
Dan Williams	Made some money on this one. I like to owen it again.	Love	June 05, 2008
ASanders	I bought this stock when it was down due to low volume US truck sales. This business is so much more. It is a green play on emission standards and has great "rest of world" exposure.	Love	May 20, 2008
barrons2	All of these will be candidates for the gigantic rebuild in China (particularly Cummins), which Bob Marcin has been most articulate on, and these are much less U.S. plays for construction than Deere.	Love	May 15, 2008
TaylorIil	Cummins Deisel better than CAT	Love	May 10, 2008
Caesarflash	Well managed	Love	May 09, 2008
kidsnmess	Has a good outlook.	Love	April 30, 2008
sarah z	On a recent mad Money episode, he pointed out that “"Even the least green-looking companies can make you money." He recommended Cummins (CMI) as his next 'camouflaged' green company. Full disclosure: Cramer recommened CMI one year ago and the stock has risen over 590% since then. Cramer believes the company is the clear choice in the sector as Cummins is proactively responding to ever-increasing emissions standards set by governments worldwide. He emphasized that "Cummins is eating Caterpillar's lunch." The company has increased market share by 18% to its current 43% share. "This is the biggest share take I've seen since starting this show." Cummins has a forward PE of just 10 but has a 20% long-term growth rate. He believes the stock could double as that would put it more in loine with historical PE rates. Earnings are tomorrow and Cramer did recommend "pulling the trigger" ahead of earnings.	Love	April 29, 2008
barrons2	Q: What about the stock, which is now around 55? A: Marcin: The Wall Street consensus is for $4.50 in earnings this year and a little over $5 next year. We think Cummins can do even better because it has the opportunity to increase its operating margins, now at 8% to 9%, by a couple percentage points over the next few years. We think Cummins can make closer to $5 in earnings this year and perhaps as much as $6 in 2009. Many machinery stocks trade for 13 to 15 times earnings. Put a 14 multiple on $6 in earnings and the stock could get close to 85 next year.	Love	April 26, 2008
Sundial	fundamentals	Love	March 10, 2008
tdawson	MY WIFE LOVES IT	Love	March 04, 2008
TA79Bandit	Industrial	Love	March 03, 2008