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Steven Bauer
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My Biography: In 2001, I retired and now permanently reside in Mexico. After 5 years of managing my own affairs, I resumed my career in 2007 as a financial analyst / asset manager. My career began while in University as a – manual chartist for some wealthy Investors, who had a fancy math formula... More
My blog:
Investing Wisely
  • Caterpillar, Inc. (CAT) -- Bi-Monthly Update 0 comments
    Oct 21, 2013 12:59 PM | about stocks: CAT, DE, MTW, JOY, TEX, HEES, ASTE

    Caterpillar, Inc. (NYSE:CAT) -- Bi-Monthly Update

    Caterpillar remains looking humble after completing my weekly study of all my High Profile Industrial / Heavy Equipment Companies. (CAT) looks like it is heading lower over the coming months after this current and not so bad rally. Remember the primary trend is down! This is a study that is of particular interest to me because I have spent so much time and experience in the study of excellent Companies like (CAT). Visiting with old friend a couple times per month or more is fun.

    My objective is to identify changing trends for my Forecasting Analytics. Simple stated, I want to have current notes to quickly refer to on the anticipated direction of this Sector and Industry Group.

    A Special Note for Seniors & Retired Investors - Dividend Yield: 2.75%

    I believe you folks deserve much better service and investment direction and guidance that either Wall Street or the Brokerage Community is / has been providing. Being a retired Asset Manager / Financial Analyst is a joy for me to assist you and meet your investment - needs, goals and objective. Peace of Mind for you is my mission. Let me know when I can offer you support. Perhaps reading my support article will be of interest. Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2101922-income-investing-seniors-retirees-and-conservative-investors-deserve-better-service-as-well-as-profitable-direction-and-guidance

    You May Also be Interested in this Article on Three Dividend Stocks

    Market Watch is an extension of the Wall Street Journal. This Article makes a strong point about three Dow 30 Companies (CAT, WMT, KO) that - - "Should Not Be In Your Current Portfolio." At least at this time! I seldom agree with these articles but this one is to my liking and offers prudent advice. My question is: Where were you guys way back in early 2012 when Caterpillar, Inc. was selling for $112.50? Present price is: $87. Help, and decent guidance is often, after the fact, with the Financial Media - don't you agree?

    URL: http://stockcharts.com/h-sc/ui?s=CAT&p=W&yr=20&mn=0&dy=0&id=p31500825899&a=304969448

    This Bi-Monthly Commentary on - Caterpillar, Inc. (CAT) - covers all of my Indicators, both Fundamentally for Valuations and Technically for Momentum. There is much to cover to provide my best possible Forecast and Opinion.

    Please connect with "My Focus Article." Just Click: http://seekingalpha.com/instablog/121308-steven-bauer/2057252-my-focus-article

    Important: Please Click and Read the following URL - - > http://seekingalpha.com/instablog/121308-steven-bauer/2134782-supportive-information-for-my-bi-monthly-update-articles

    Income Investors

    My Mission is to provide guidance and direction for conservatively providing consistent annual and superior profitable results for each Formal Recommendation I make to my Clients.

    The Difference Between You and the Pros: Clearly you should be profitable and making money by owning Caterpillar. Via my Emails, I have found that many Investors are struggling with other securities they are holding. I have offered direction to hundreds of Investors and can share with you why you are perhaps holding losing securities and provide a conservative and low risk remedy.

    - - -

    Forecast & Opinion from my Study / Analytics:

    Caterpillar, Inc. and other Industrial Sector Companies that are technically weak are tracking well. Although (CAT) has been in Down-Trend since early 2012 it is always an excellent contributor to my Analytics. You might remember, prior to - or just after the Turn-Down - it LEAD the entire Dow 30 Industrials as the number one performer for a very long time. ( I hope you get my point! )

    My Forecast back in early 2012 was not and it presently is not as bright as you may think! (I will be more specific upon request).

    If you own or are considering owning Industrial Companies, the securities are definitely both strong and weak, I often call it a typical mixed bag of those to hold and those to remove from your portfolio. Caterpillar, Inc. is currently not weak but certainly is not strong Technically. I have reservations about my projected Fundamental Valuations, there I have placed it on a Strong Bearish Forecast - "Warning." That means, if you own it, take profits on this current rally. (I can help if you want).

    My Analytics (weighting) for my Fundamental Valuation play a vital role in profitable managing money. At this time my Valuations of (CAT) are not as positive at perhaps you are being told by other sources. Plainly stated they are improving but not very impressive. Alternate and similar Companies are showing much better Fundamentals.

    My Opinion is to HOLD-CASH for the foreseeable future.

    Fundamentally: My Analytics (weighting) for my Fundamental Valuation play a vital role in profitable managing money. At this time my Valuations of (CAT) are not as positive at perhaps you are being told by other sources. Plainly stated they are Improving and then Descending again. This does not make for a positive fundamental valuation of any Company.

    Technically: Even with this fine Company, my Indicators are continuing and notably breaking down. It is only currently slightly off its highs of $112. and currently selling for $87. This current General Market rally is in place and that will tell a compelling story as to the future direction of the price of (CAT). So far, Caterpillar has not participated and that is definitely not impressive?

    I will personally and promptly reply to any serious investor's inquiry as to my very cautious position for (CAT) !

    - - -

    A Twenty Year Perspective of Caterpillar, Inc. (CAT)

    It has NOT always been like you are being told by so many who do not take the time to "Investing Wisely" and doing their homework in the quest of helping you to be a consistently profitable investor. Caterpillar, Inc. (CAT) has taken some big hits over the years. You might want to take a few minutes to view this URL. You should definitely get a perspective and that is an important part of making money in the stock market.

    URL for (20-years of -(CAT): http://stockcharts.com/h-sc/ui?s=CAT&p=W&yr=20&mn=0&dy=0&id=p31500825899&a=304969448

    A Rather Unique Chart / Graphic on (CAT):

    URL for this representation of - (CAT): http://stockcharts.com/h-sc/ui?s=CAT&p=W&yr=1&mn=6&dy=0&id=p14572882012&a=304864936

    Selectivity

    "Selectivity" is what I preach (along with Patience and Discipline) and is what separates the Average Investor and Mutual Funds from the profits that come with long-hours / hard work and "Selectivity." You might like to read my most-recent article on why I believe Selectivity is so critical for profiting in today's Marketplace. You might want to check out "Be Selective II - Just Click - - > http://seekingalpha.com/instablog/121308-steven-bauer/2066602-flash-update-be-selective-ii

    Here are a number of the Component Companies / Peers in the Heavy Machinery Industry Group that I focus on rather frequently: CAT, DE, MTW, JOY, TEX, HEES, ASTE.

    If I can be of help just Email me. Serious Investors Only - Please!

    senorstevedrmx@yahoo.com

    Should you wish to read my latest article on the following Companies and ETFs - - Just Click on the Symbol. You will be taken (Linked) to my most current article as well at my last 20 articles on that Company or ETF. (It is an excellent way to gain insight into the accuracy of my Forecasts and Opinions). Just so you know you will have access to over 600 articles where I share my Analytics. In addition I have recently published all 500 of the S&P 500 Large-Cap component Companies. And, 200 of each of the S&P 400 Mid-Cap and S&P 600 Small-Cap component Companies. I stay quite busy doing my homework for my Clients.

    I hope you will find my "stuff" very well worth your Time and very Accurate.

    Thanks. . .

    AAPL, ABX, AMZN, BAC, C, CAT, CSCO, CVX, D, DIS, F, FB, GE, GG, GOOG, HPQ, IBM, INTC, JNJ, JPM, KO, MSFT, PAAS, PFE, SBUX, SLW, SO, T, VZ, WMT, XOM, GLD, SLV, UCO.

    Smile, Have Fun, "Investing Wisely,"

    Dr. Steve

    Stocks: CAT, DE, MTW, JOY, TEX, HEES, ASTE
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