Donaldson Company Inc. (DCI)
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- All Comments on DCI
- General Discussion on DCI
- Cummins and Donaldson: Sharply Falling Growth Stocks [view article]
- Donaldson Company: A Boring Stock That Knows How to Deliver Earnings [view article]
- Russia Nyet! Cramer's Lightning Round (7/28/08) [view article]
- Donaldson's: Like a Bond with a 13% Coupon (DCI) [view article]
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Diesel
Cummins and Donaldson: Sharply Falling Growth Stocks [view article]
Richard Gorton's article featuring Cummins (Richard, that's how to spell it..., not 'Cummings') is off the real scenario... It appears to need better understanding of what has happened (and happening) with Cummins. The US heavy duty Diesel market has been traditionally dominated by the "Big 3", Detroit Diesel, Cummins and Caterpillar. As a 32 year corporate level veteran and competitor of Cummins, having personally conducted Diesel Engine business around the globe, let me tell you that Cummins has a tremendously bright future, made possible by huge market "vacuums" left open by Detroit and Cat. Both have withdrawn from major market segments (on-highway trucking, marine, and industrial off-highway)... Most important, Cummins folks have the savvy, skill, ambition, and progressive product development to CAPITALIZE and GROW. They're already backfilling...Specifically... in the last half-century thru the late 90's Detroit had 30+ % of the trucking market, and with their former now defunct 2-cycle "Jimmys" (discontinued in 1999 due to emissions issues), enjoyed a whopping 90 % of the popular 40' to 70' marine market, and up to 50 % of small to medium industrial / construction applications. Today, with both Detroit Diesel and Freightliner under German (Daimler) ownership, Detroit's truck market has all but withdrawn to that one truck brand. The other truck makers, Kenworth, Peterbilt, International, and Volvo now view Detroit Diesel as a competitor having common ownership with Freightliner, and have ceased to promote the Detroit engine as an option. Caterpillar, also a significant (approx. 25 %) player in the on-highway truck engine market, now pulling out, has apparently decided to focus on what they do best, i.e. off-highway industrial. Thus substantial opportunity is left for Cummins who is addressing the issue with excellent truck power products.
Noted last, but still significant, Detroit has never generated the funds to design and replace their discontinued 2-cycle "Jimmy" which once had almost a monopoly on the aformentioned marine and small engine industrial applications. Guess who has developed an excellent small engine line based on the Dodge Pick-up, carried into small and medium boats, as well as the industrial segment... Could it be those smart "Rag Burner" (slang for Cummins) guys again...?
Reply
Cummins and Donaldson: Sharply Falling Growth Stocks [view article]
Author is doing nothing but demonstrating his ignorance. Cummins' move during that time was due to two reasons: they released blow out earnings that far exceeded expectations, which they will do again (imho), and Cat, their #1 competitor announced they are exiting the HD truck market in 2010. This has immediate positive market share impact for CMI as Cat customers don't want buy a Cat engine now that won't be supported in 2010 and are turning to CMI. Also CMI has had continual price increases and have so many orders of high horsepower engines and have such a backlog to fill that new orders take over a year before they will ship. As fuel costs, steel, and copper (very big in powergeneration, which is a big part of Cummins sales) prices come down they will be recognizing these higher prices with lower costs. Not to mention the prebuy before 2010 emissions standards go into effect and the rest of 2008 and especially 2009 will look to be record growth years. In 2010 with tighter emissions, Cummins emissions solutions division should be poised for tremendous growth. At $55 a share, I can't imagine opportunity knocking any louder, but the market can be disconnected from reality at times. Question is how long will it remain disconnected? ReplyCummins and Donaldson: Sharply Falling Growth Stocks [view article]
wow - heatseeker nailed the summary on this one - it's even worse than worthless. And if you would read the ticker name you inserted, you would realize your mistake on the spelling of the company name. Not going to trust garbled research from someone that can't even spell the company name right. ReplyDonaldson Company: A Boring Stock That Knows How to Deliver Earnings [view article]
Sounds like an interesting company. I have put it in my queue to do a dividend analysis on. ReplyCummins and Donaldson: Sharply Falling Growth Stocks [view article]
How are these stocks "pollution control stocks"? ReplyCummins and Donaldson: Sharply Falling Growth Stocks [view article]
A worthless nonsensical article. And Cummins is not spelled with a letter g in it. ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
Cramer has made recommendations on only about 2,000 stocks on his TV show during the past few years. Of course, even a blind squirrel gets an acorn once in a while. ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
Does Cramer pump and dump?? And does he carefully recommend stocks after they have made a big move? ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
russia & china @ your own risk. still really communist dictatorships disguised as who knows what.want to gamble-ok. ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
When Cramer says BUY! it means he told his friends to buy a couple of weeks ago. When Cramer says SELL! it means all of his buddies are now out and he wants to help drive the price back down so they can get back in. Cramer is a self-serving Toilet Bug. ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
Cramer is good in selecting stock these days. ReplyRussia Nyet! Cramer's Lightning Round (7/28/08) [view article]
Sometime cramer gives good tip. He is good in his recent calls. ReplyGrant
Russia Nyet! Cramer's Lightning Round (7/28/08) [view article]
Does anybody have any idea when SLT will stop going down? ReplyEditors
General Discussion on DCI
Is this a buy or a sell? Reply