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. 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.
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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: $84. Help, and decent guidance is often, after the fact, with the Financial Media - don't you agree?
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.
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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 $113 selling for $84. 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) !
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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
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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.
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