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U.S inflation hot, GDP cool, Wall Street down, TSX flatRising yields, falling stocksTSX flat on recession call, Wall Street climbsThis summary was created by AI, based on 18 opinions in the last 12 months.
Experts have mixed opinions about Caterpillar (CAT-N) stock. Some consider it a good long-term investment due to improving margins, positive momentum and potential benefits from government infrastructure spending. Others have concerns about its cyclicality and sensitivity to economic trends. The stock has seen strong earnings and growth, but also faces challenges in execution and management. Overall, Caterpillar's performance is influenced by factors such as construction spending, US manufacturing, energy and materials demand, as well as government infrastructure projects.
He made a killing off this, but sold it too soon. Don't gamble with their quarter, but it's still a cheap stock that pays a decent dividend. Sell a bit and let the rest run.
It's beaten its estimates by 15% in each of the last 3 quarters. Earnings and revenue were up 20%. Pays a 2% dividend that grows 6-7% yearly.
She's been looking at it. Global. Benefiting from US onshoring, buildout of semiconductor plants, and mining. Question of whether it's near peak earnings. Inventories seem pretty clean. She's waiting for stock to pull back more before deciding.
It reports Thursday. Wait till the conference call before pulling the trigger. Also, shares have been on a scorching run leading up to earnings and may need a breather.
The structural backdrop includes a lot of spending on construction and on US manufacturing facilities. Much better supply/demand for energy and materials than we've had in a decade. These are all customers of FTT.
If you look at the performance of CAT, FTT and TIH over the last year, all look very attractive. TIH does more construction, whereas FTT does more materials and so he'd lean more toward that one.
Reasonably priced. Decent earnings and growth, but not exceptional. Do peer group analysis. Often companies in a sector go up and down together, being driven by the same things. Ask if CAT has a tailwind, and is it the best in the industry? He wouldn't buy CAT, but does own URI.
Tripped up a bit in execution and management. Prefers, and owns, URI. URI has been more successful in terms of growth of revenues, earnings, cashflow. 15% of a portfolio is too high, 2-4% is more normal. Trim and diversify.
It reports Monday. Orders for infrastructure and data centres have been huge. This stock is crushing the short-sellers. Is up nearly 100 points since its last quarter.
Yesterday, sold it because CAT moved up a lot in sympathy with United Rentals. They sharp rally changed the risk/reward.
Will benefit from governemtn infrastructure spending. Likes it.
A quality company, but their PE is misleading. Looks cheap, but is highly sensitive to cyclicality. Will buy it one day, not now.
Just bought it after they delivered a blow-out quarter last time (report next week) with top and bottom line beats. Good dividend growth. He believes in infrastructure long term. Bought this before earnings to start building a position.
Doesn't see a major recession, and so sees major upside here. They crushed their last quarter. He just bought it on a pullback, will buy again and hold for the long term.
Caterpillar is a American stock, trading under the symbol CAT-N on the New York Stock Exchange (CAT). It is usually referred to as NYSE:CAT or CAT-N
In the last year, 16 stock analysts published opinions about CAT-N. 10 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Caterpillar.
Caterpillar was recommended as a Top Pick by on . Read the latest stock experts ratings for Caterpillar.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
16 stock analysts on Stockchase covered Caterpillar In the last year. It is a trending stock that is worth watching.
On 2024-08-30, Caterpillar (CAT-N) stock closed at a price of $356.1.
CAT was a core holding until today's economic data showing a weaker than expected job market, adding to other weak data. So, he sold CAT. The economy is slowing. Also, he expects tech to lead the market for the coming 2-3 years.