Donald Johnson

Why Google Won't Replace GM in the Dow

Very good piece.

That all Dow companies pay dividends is interesting. That some of those dividends are nominal at best may mean this criteria will be dropped. The weighting problem also is important for the high-priced, volatile stocks.

CAT has been in the Dow for a long time. I can't see adding more retailers other than, perhaps, AutoNation (AN), an auto dealer, nor another soft drink company. KO already is in the Dow.

Caterpillar: A Buy on Further Weakness?

I just noticed I have a typo in the article. The stock closed on Friday, May 22 at $34.31.

Caterpillar: A Buy on Further Weakness?

I assume readers know CAT's fundamentals, which are weak in the face of a weak economy. Yes, a weak dollar helps CAT exports when there is export demand, but with most economies in the tank, how much will a weak dollar help CAT's exports?

Also, please note my links to a more fundamental story at Thestreet.com and here on SA.

I don't see how a week dollar can help CAT as long as its domestic market is so weak. I don't buy the "glimmers of hope."

Roger Wiegand: Oil Prices Create Industry Havoc

Good stuff. It's up to speculators to trade the charts with the fundamentals in mind. This is the best discussion about the commodities that I've seen in awhile.