Kamal Ahuja

Caterpillar Is Undervalued

Since CAT is considered to be a Cyciical company, I believe many analysts will try to call a "top" on earnings. The selloff in CAT's shares is a win for those analysts for now. Never mind that CAT is having their best year ever in terms of revenue growth. I further believe that the infra buildout in developing nations is far from over, and CAT could see sustained revenue growth in the coming years once the turmoil in the financial markets settles and credit eases. Commodity prices have already retracted from their recent highs, and this ought to lower CAT's material costs. I continue to be bullish on the sector at these valuation levels. I am long TEX, one of leading companies in the sector.

Terex Valuation Driven to Dirt Amidst Street Rubble

Hi, I am the author of this article. I would like to clarify that when I discussed western construction practices as a growth driver for construction and heavy equipment manufacturers, I was implying the use of sophisticated and novell equipment such as truck mounted telescopic boom cranes and concrete pumps. The examples illustrated on the use of manual labor and lifting are based on typical observations and not measurement.

Manitowoc-Enodis: Not a Poison Pill, But Not Good Strategy Either

Hi, this is the author. As a reply to the comment posted by Damyata, I'd like to reply that this article in no way undermines the foodservice sector. It may be a terrific sector to invest in. This article is about two issues; developing core competencies (which I believe is in cranes for MTW), and the means of financing the acquisition by undertaking ~ 10X present debt level. And again, I am not challenging Enodis valuation.