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    1. BRIEF-Asetek wins intellectual property lawsuit

      Headlines

      Thu, 18 Dec 2014

      * US District Court for the Northern District of California unanimously rules against CMI USA, Inc. (formerly known as Cooler Master USA, Inc.) in patent infringement suit

    2. Breakthrough Ideas

      Headlines

      Thu, 4 Dec 2014

      as a result, is actually buying engines from a competitor, Cummins . “Just having a product meet today’s standards isn’t easy ..... I think that’s why companies like GE , Caterpillar , Cummins , UTX and Honeywell have become the winners. You need to be

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

      Commentary

      Sat, 15 Nov 2014

      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

    4. From Barron’s, November 3, 2014 (Part 2)

      Commentary

      Sat, 1 Nov 2014

      may be in the prices; think of them as buying a little insurance; 11 companies with earnings surprises [ AMGN, AN, GLW, CMI , LH, NFX, TSS, AKAM, FFIV, HAR, MA ; pg 49]. BID story http://online.barrons.com/articles/sothebys-shares

    5. Cummins Reports 3Q Results

      Commentary

      Wed, 29 Oct 2014

      increasing our fair value estimate for Cummins to $129 per share from $127 to reflect ..... change our narrow moat rating. Although Cummins is doing well, the shares appear overvalued ..... vertically integrating their engine designs, Cummins continues to prove its value as an independent

    6. From Barron’s, September 22, 2014 (Part 2)

      Commentary

      Sat, 20 Sep 2014

      Markets . Their list of 21 stocks in the top 20% of SP500 by 1-yr dividend-growth rates: AAPL, ABT, ALTR, ADM, COG, CMI , DHR, EOG, GIS, HOG, IPG; M, NOV, OMC, RF, SLB, STI, TSN, UNP, UNH, WDC . Pg 42: The DC piece mentions that the

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

      Headlines

      Wed, 3 Sep 2014

      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

    8. Cummins Reports Upbeat Second-Quarter Results and a Stronger 2014 Outlook

      Commentary

      Mon, 28 Jul 2014

      Cummins generated an upbeat second-quarter report ..... value estimate. We remain confident in Cummins ' strong market position and are reaffirming ..... positive guidance revision was driven by Cummins ' acquisition strategy and strong North

    9. From Barron’s, July 7, 2014 (Part 1)

      Commentary

      Fri, 4 Jul 2014

      are outperforming. A few dividend-growth stocks include NEM, DAL, WFM, SBUX, SLB, CVS, SNDK, TMO, CF, LNC, MCK, CMI . PetSmart [ PETM ] jumped after the activist Jana Partners disclosed a 9.9% stake. For the week , Dow +1.3% , SP500

    10. Cummins Starts 2014 With an Increased Sales and Earnings Outlook

      Commentary

      Tue, 29 Apr 2014

      Cummins started the year with a positive earnings ..... a mixed global operating environment. Cummins raised its 2014 outlook for revenue to ..... estimate. Similar to last quarter, we think Cummins ' competitive advantage remains intact

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