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    1. From Barron’s, November 17, 2014 (Part 2)


      Sat, 15 Nov 2014

      Ford [ F ; new aluminized F-150 truck and other new models; pg 23; see link below]; Brunswick Corp [ BC ; pg 24]; Cummins [ CMI ; pg 31]; Vail Resorts [ MTN ; CEO spotlight on Robert Katz ; pg 43]; small-cap Berkshire Hills Bancorp [BHLB; pg

    2. Top 10 Buys and Sells by the Ultimate Stock-Pickers


      Wed, 3 Sep 2014

      and News Corp NWSA --and their total eliminations--wide-moat rated 3M MMM and ExxonMobil XOM , narrow-moat rated Cummins CMI and Directv DTV , and Forest Labs, which was acquired by narrow-moat rated Actavis ACT . That said, in his second-quarter

    3. Our Outlook for the Credit Markets


      Fri, 27 Dec 2013

      improvement in USG's financial metrics subsequent to 2011 and our expectation of continued growth. Lastly, we upgraded Cummins CMI (rating A-, narrow moat) as our financial estimates were revised higher, leading to lower forecast debt leverage. Our downgrades were

    4. Cummins Trims Guidance After Weaker-Than-Expected 3Q Earnings


      Wed, 30 Oct 2013

      Cummins CMI reported mixed third-quarter results ..... value estimate. We see no evidence that Cummins ' competitive advantage is diminishing ..... shrank 4% with declines in India-- Cummins ' most challenging market currently

    5. Cummins Reports 2Q Earnings, Moderately Raises 2013 Guidance


      Tue, 30 Jul 2013

      Cummins CMI reported second-quarter results Tuesday that were slightly ahead of ..... emerging margins will provide the incremental growth opportunities for Cummins through both market-share gains and more stringent environmental regulations

    6. Two Positive Developments From Beleaguered Truck Manufacturer Navistar Bolster Our View


      Tue, 16 Jul 2013

      announced on Tuesday that it launched its 13-liter SCR engine for its WorkStar vocational truck. The proprietary engine uses Cummins CMI SCR after-treatment solution and cements Navistar’s transition to a viable EPA 2010 engine strategy--a 10-year

    7. Top 10 Holdings of Our Best Performing Ultimate Stock-Pickers


      Tue, 18 Jun 2013

      Apple sells at 8 times earnings when you strip out cash. That's cheaper than Cummins CMI , and yet no one would say, 'How could a value manager own Cummins ?'" What is also noteworthy is the fact that Apple, which was held by 10 of our

    8. Poor Operating Margin Performance Hampers Cummins' First-Quarter Results


      Tue, 30 Apr 2013

      Cummins CMI reported first-quarter results Tuesday that ..... levels consistent with 2010 levels. In 2010, Cummins delivered 24% gross margins, down 40 basis ..... performance for signs of a structural uptick in Cummins ' cost structure.

    9. Navistar's Turnaround Plan Shifts into Second Gear Following 1Q Results


      Thu, 7 Mar 2013

      awaited Navistar’s transition to the EGR engine strategy including the December launch of Navistar’s ProStar truck with Cummins CMI 15-liter ISX engines. Navistar’s fiscal first-quarter class-8 heavy market share plummeted to 11%, among the lowest

    10. Cummins Reports 2012, and We Expect to Raise Our Fair Value Estimate


      Wed, 6 Feb 2013

      Cummins CMI reported fourth-quarter results Wednesday ..... distribution reported an 8.8% increase. Cummins delivered 23.7% fewer engines this ..... quarter versus 77.2% last year. Although Cummins benefited from lower input costs and higher

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