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• A Profitable and Cheap Global Equipment Maker Worth Watching

  By Anh HOANG - April 28, 2013 | Tickers: CAT, DE, KMTUY

  Since the beginning of February, Caterpillar (NYSE: CAT) has experienced a significant drop of more than 15.5%, from $99.50 per share to around $84 per share. The market seems to drag its share price down further due to its poor first-quarter results.

  Interestingly, many investment managers, including Joel Greenblatt, Steven Cohen, and Jim Simons have bought Caterpillar for their funds. Is Caterpillar a sweet purchase at its current more »

• 3 Stocks That Must Be Sold This Week

  By John Macris - April 19, 2013 | Tickers: CAT, KMTUY, TXN, YUM

  It’s a simple question, but one with a handful of difficult answers: Will earnings season lift stocks to new all-time record highs?
  
  Certainly, while the bearish case is an obvious choice, it’s been a losing investment strategy so far in 2013 as the Dow Jones Industrial Average and S&P 500 indices continue to make new all-time highs. The Nasdaq technology index finally caught a headwind in April more »

• The Best In The Business Is On Sale

  By Matthew Frankel - March 26, 2013 | Tickers: CAT, JOY, KMTUY

  Caterpillar (NYSE: CAT), the world’s largest producer of earthmoving equipment, has done very well over the past few years, doubling its annual revenues since the financial crisis. I was hesitant to recommend it as an investment until recently because I was afraid it was getting too expensive. Since the beginning of February, however, shares have fallen 13.4% and are over 21% below their 52-week high at a time more »

• Mining For Profits: Is This Leading Manufacturer The Best Bet?

  By Matthew Frankel - February 19, 2013 | Tickers: CAT, JOY, KMTUY, TEX

  Joy Global’s (NYSE: JOY) shareholders have not done particularly well over the last few years.  This leading maker of mining equipment has been hit with reduced demand for its products, primarily driven by the reduced usage of coal due to cheap natural gas, as well as the generally uncertain global economy.  As a result, shares are off about 40% from their peak of $103 in 2011.  With Q1 2013 more »

• Avoiding China's Risks

  By Reuben Brewer - January 24, 2013 | Tickers: CMGE, KMTUY, PTR, TSM, YUM |

  China's growth story is so compelling that investors are jumping in with both feet. That may not be the best plan, though avoiding the area isn't a bight idea either. It's better to understand the risk and invest accordingly. Indeed, with a broader perspective, there are some well-known stocks you might pass over and others you might reconsider.

• 4 Winners (and 1 Loser) as China Regains Its Footing

  By Howard Rothman - January 7, 2013 | Tickers: CAT, CMI, DE, HTHIY.PK, KMTUY

  China watchers have seen a good deal of encouraging news in recent weeks, and since New Year’s Day the reports on the country’s economic state have been the most positive of the lot. A key government measure of the manufacturing sector showed expansion in December for the third straight month. A similar study by HSBC, which concentrates on smaller private manufacturers, said growth hit a 19-month high. Copper more »

• Takeaways from JOY’s Q4 Results

  By Howard Rothman - December 12, 2012 | Tickers: CAT, GE, JOY, KMTUY, TEX

  Joy Global (NYSE: JOY), one of the world’s leading manufacturers and distributors of mining equipment, reported fiscal 4Q12 earnings before the bell Wednesday morning. Results initially led to a bump in its stock price, as investors focused on EPS beating consensus and quarterly revenue and profit both topping year-ago figures. However, a deeper dive into the figures and comments on the firm’s mid-morning conference call show challenges in more »

• Eastern Exposure: 5 Equipment Makers To Watch in 2013

  By Howard Rothman - December 10, 2012 | Tickers: CAT, CMI, DE, JOY, KMTUY |

  As China’s once supercharged growth rate has slowed to a more realistic level, Western original equipment manufacturers doing business in the country are finding that expectations there may never again be as lofty as they were during the recent boom years. A huge upside remains for machinery makers with significant exposure, of course, as the Chinese government continues to orchestrate an urbanization program unlike any the world has ever more »

• Moving the Earth

  By Reuben Brewer - December 6, 2012 | Tickers: AGGZF, CAT, DE, KMTUY

  There are two U.S. companies associated with earth moving equipment, Caterpillar (NYSE: CAT) and Deere & Company (NYSE: DE). They both make big machines, but their fortunes have been divergent so far this year. That said, both appear to have solid long-term growth potential.

• Digging for Value in this Global Powerhouse

  By Andrés Cardenal - August 1, 2012 | Tickers: CAT, CNH, DE, JOY, KMTUY

  The global economy is not going through the best times, and that has kept investors away from cyclical companies like Caterpillar (NYSE: CAT). But digging below the surface – pun intended – this global machinery powerhouse offers a lot of value and attractive growth prospects.

   

  Trading at a P/E ratio of less than 10 times earnings from the past 12 months and yielding 2.5% in dividends, shares of Caterpillar are more »

• Buying Opportunity in Caterpillar

  By Andrés Cardenal - May 22, 2012 | Tickers: CAT, JOY, KMTUY

  The chart from Ycharts shows the evolution of price, earnings per share and the ratio between those variables - P/E ratio- for Caterpillar (NYSE: CAT) over the last five years. The company has recently become quite cheap, because price has fallen while earnings per share have kept rising.

  In fact, Caterpillar is trading at a P/E ratio of barely above 11, which is not much higher than the minimums more »