Old School Value Nugget Fest (June 13th Edition)

To get this kind of information and other exclusive articles before regular readers, get on the VIP Mailing List today.

On the Blog

Buying Companies With Great Products – Cummins (Part II)

In Part I, we screened out FOXF and GTX and did a deeper analysis of SNA. In Part II below, we’ll analyze Cummins, Inc (CMI).

Cummins Inc. primarily designs, manufactures, distributes, and services diesel and natural gas engines, as well as components like turbochargers. Although it’s a different kind of industrial from Snap-On, CMI’s fortunes will mostly rise and fall with the worldwide sale of trucks, which is probably peaking for this cycle.

Let’s get into it.

Read more

What We’re Reading in the Media


Company & Strategy Analysis

Podcast of the Week

Animal Spirits: Talk Your Book: The Net Lease REIT
Even if you don’t want to invest in their ETF, it’s a great companion piece for our REIT article a little while back to learn more about this market.


Pick Winning Stocks and Fatten Your Portfolio