Great video and as always plenty of insights, Chuck! It was a pleasure having you on with me for a Masters of the Market talk. Moreover an honor to help spread your insights with more investors. You have many words of investment wisdom for us all!
Wouldn‘t complain too much about your government, our German economy minister shows how badly you can perform… he wrote books for children in the past. Well every country gets what it deserves 😢
Professor! A cheapo subscriber here, but a happy one. One of these days I'll upgrade to Premium. 👍 REALLY appreciate you showing navigating around the tool, hearing your thought processes.
The emissions restrictions has hurt Cummins. The ISX engine is a bit of a dog. That said I believe they will adjust and have a good future. Makes a good long-term investment.
As I like to say, they don't ring a bell at the top or bottom of the market. However, with that said I think CMI is a solid long-term buy currently at a blended P/E under 13 an earnings yield of 7.86%. On the other hand, the short run as always is anybody's guess. Regards, Chuck
Hi Chuck, Great content as always. I know you probably get alot of requests, but I was wondering if you could share your thoughts on WSM in a future video whenever you get the chance. My friend and I have differing thoughts and we were curious to get your views on it. Appreciate you always!
Would love to hear your thoughts about the future of diesel and stocks like Cummins. What is the future for a stock like this, which heavily relies on diesel. Thanks you so much for the video and analysis 👏✨️😊
Here's a brief excerpt from MorningStar: "Increasing emissions regulation may seem like a hindrance to Cummins’ business model, but it’s really a key component today. The company made its name over past century by providing the best diesel engines on the market, but it’s evident today that the industry is shifting to more emissions-reducing products due to increasing emissions regulation globally. The company has expanded its product offering to include electric and hybrid powertrain solutions. While it’s clear that the industry is heading toward zero-emissions products over the next decade or two, the time in between will be bridged by lower-emitting diesel products. Cummins has invested significantly to reduce the emissions of its diesel products. The components business is more focused today on leveraging technology to create more emission-centric components. We believe increased emissions regulation has led to more emissions content in commercial vehicles, meaning, more components like aftertreatment systems are becoming more widely adopted, which works to reduce harmful engine emissions and increase fuel efficiency." Regards, Chuck
Estimate tab is comprised of specific earnings estimates made by however many analysts are in the consensus. The growth rate is a calculation of the specific estimates. Sometimes, there will be 2 years or 3 years depending on the company and how it's followed. The long-term growth rate (TL) or trend line is an estimates forecasting an average expected growth. I always recommend going to the custom estimator and combining the 2 to get a clearer picture of what analysts are expecting. Regards, Chuck
And yet the stock price tracks EBITDA almost perfectly, go figure? Buffett actually said that it was earnings before all the bad stuff. But in reality it is a form of cash flow that simply excludes non-cash charges. And it is uncanny how the stock price in relation to EBITDA reveals valuation almost perfectly. Regards, Chuck
@@FASTgraphs Alright I was assuming they only do diesels as i remember them in tractors and trucks when i was a kid and that is the only place i ever saw cummins anything.If they do other things then my elementary analysis is off the mark.
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Great video and as always plenty of insights, Chuck! It was a pleasure having you on with me for a Masters of the Market talk. Moreover an honor to help spread your insights with more investors. You have many words of investment wisdom for us all!
It was my pleasure, you did a good job on the interview. Regards, Chuck
We need someone like Chuck to run this country 🇺🇸
Bro what?
Wouldn‘t complain too much about your government, our German economy minister shows how badly you can perform… he wrote books for children in the past. Well every country gets what it deserves 😢
Opening a small position tomorrow. Love the 3% dividend yield right now! Patience is a virtue
Professor! A cheapo subscriber here, but a happy one. One of these days I'll upgrade to Premium. 👍
REALLY appreciate you showing navigating around the tool, hearing your thought processes.
Just started a position in CMI right after Q2 earnings. Thanks for the breakdown!
Thank you Chuck! It was on my watchlist for a while and I bought a first position this week. Will add more if it comes down another 5%
Thanks Chuck,
Love when you review foundational blue chip equities . This is one of those company’s that can be in everyone’s portfolio
GREAT. Thank you.
Definitely take a position on a pullback. Great video as always 👍🏿
Thank you, Chuck.
One of my best holdings.
Fantastic, thank you
The emissions restrictions has hurt Cummins. The ISX engine is a bit of a dog. That said I believe they will adjust and have a good future. Makes a good long-term investment.
Thanks Chuck. What levels are you looking at to start agressively buying Cummins?
As I like to say, they don't ring a bell at the top or bottom of the market. However, with that said I think CMI is a solid long-term buy currently at a blended P/E under 13 an earnings yield of 7.86%. On the other hand, the short run as always is anybody's guess. Regards, Chuck
Hi Chuck, Great content as always. I know you probably get alot of requests, but I was wondering if you could share your thoughts on WSM in a future video whenever you get the chance. My friend and I have differing thoughts and we were curious to get your views on it.
Appreciate you always!
Would love to hear your thoughts about the future of diesel and stocks like Cummins. What is the future for a stock like this, which heavily relies on diesel. Thanks you so much for the video and analysis 👏✨️😊
Here's a brief excerpt from MorningStar: "Increasing emissions regulation may seem like a hindrance to Cummins’ business model, but it’s really a key component today. The company made its name over past century by providing the best diesel engines on the market, but it’s evident today that the industry is shifting to more emissions-reducing products due to increasing emissions regulation globally. The company has expanded its product offering to include electric and hybrid powertrain solutions. While it’s clear that the industry is heading toward zero-emissions products over the next decade or two, the time in between will be bridged by lower-emitting diesel products. Cummins has invested significantly to reduce the emissions of its diesel products. The components business is more focused today on leveraging technology to create more emission-centric components. We believe increased emissions regulation has led to more emissions content in commercial vehicles, meaning, more components like aftertreatment systems are becoming more widely adopted, which works to reduce harmful engine emissions and increase fuel efficiency." Regards, Chuck
Loved the interview!
What the difference on all term growth rate vs short term on fast graphs ?
Estimate tab is comprised of specific earnings estimates made by however many analysts are in the consensus. The growth rate is a calculation of the specific estimates. Sometimes, there will be 2 years or 3 years depending on the company and how it's followed. The long-term growth rate (TL) or trend line is an estimates forecasting an average expected growth. I always recommend going to the custom estimator and combining the 2 to get a clearer picture of what analysts are expecting. Regards, Chuck
@@FASTgraphs can you do a video on that ?
Can you look at ALG stock?
Buffett says "EBITDA is complete and utter nonesense."
And yet the stock price tracks EBITDA almost perfectly, go figure? Buffett actually said that it was earnings before all the bad stuff. But in reality it is a form of cash flow that simply excludes non-cash charges. And it is uncanny how the stock price in relation to EBITDA reveals valuation almost perfectly. Regards, Chuck
Hi Chuck, if you don't mind, could you take a look at HSY (Hershey's) and give your analysis. Thanks a lot and I appreciate these videos!
Munger says EBITDA = Bullsheet Earnings.
This looks good, would prefer a little more MOS but I like many of the attributes
Under 200 I'm buying back in
Would love to see a couple of high quality staples that have sold off a lot recently featured in an upcoming video: K & GIS. And MS please.
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So how are they going to do when electric vehicles become dominant?
When bringing up EVs, are you just thinking about road vehicles or ships and heavy plant machinery also?
They are already well-positioned an alternative energy vehicles. I would suggest you go on their website and learn about what they do. Regards, Chuck
@@FASTgraphs Alright I was assuming they only do diesels as i remember them in tractors and trucks when i was a kid and that is the only place i ever saw cummins anything.If they do other things then my elementary analysis is off the mark.
CMI Dividend 2.67% of share value. TBill 5%.....
d´acor!
Quite the understatement.
This is a cyclical company !
Buy below $200 ?
That is also a growth company with some cyclical years in between
Trucks will get electrified in 5-10 years maximum. Even faster than cars as it save 50% of costs over lifetime.
And CMI is a leader
woo-woo, broke 100k subs