Old School Value Nugget Fest (June 13th Edition)


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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.

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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.

 

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