“Piper Sandler says the next six to twelve months will be crucial for Tesla ($TSLA -0.6%) in regard to the company's prospects in truck-related markets. Analyst Alexander Potter warns that "temporary selloffs" could be seen if the truck initiative sees production delays.”
One reason more to believe that natural gas is the only option, and $cmi knows it $hyln
L
Forward P/Es of CMI and some similar companies, CMI 15.78 CAT 21.46 PCAR 13.76 NAV 13.56 OSK 15.98 CNHI 15.82 DE 20.35. CMI in good company if it's overvalued.
Neutral
S
With a 45% DPS/EPS payout, I’d love to see a dividend increase.
J
In today on the dip. Lots of demand for Onan generators & NG engines! PT 300 by September. Good time to get in.
3
I like CMI. Greatest diesel engines plus making the move to ride the green wave as well....smart. PE is low-ish too. Growth looks strong.
s
$CMI Upgraded by Jefferies Hold » Buy USD 325
s
$CMI Maintains Deutsche Bank Hold USD 252 » USD 260
s
CMI is one of my best buy and hold stocks that I bought 6 years ago. Don't have to worry about loosing money on it . It usually gives me a 15% a year return .
L
China accounts for 14%. It's in the annual report in the investor relations section of the Cummins website.
J
Amazon $AMZN has ordered more than 1,000 natural gas-powered trucks for its U.S delivery fleet
The engine will be supplied by a joint venture between Cummins $CMI and Westpoint Fuel $WPRT
T
Thanks for the info, the Japan deal wont sit well with China, but maybe they are looking to the future if China falls apart.
By the time Tesla semi will be ready, CNG solutions of Cummins-Westport $CMI, lng solution of WPRT, or $HYLN one will have increased their market share considerably. Additionally, the high temperature PEM fuel cell of AMCI US (advent) and the SOFC of Ceres, will be market ready.
Elon Musk said Tesla won't mass manufacture its Semi, a heavy duty truck, until the company can produce high volumes of its own battery cells.
Elon Musk said Tesla won't mass manufacture its Semi, a heavy duty truck, until the company can produce high volumes of its own battery cells.
www.cnbc.com
J
One of the most overvalued stocks in the market....
D
I’m liking the long term view of this stock. Great company and tech for the upcoming green wave.
Bullish
J
One of the most overvalued in the market. What a joke.
R
Earnings + Dividend +China settlement + revenue gain = 175
A
I have been following CMI for years and its P/E ratio has always been around 12-14...today the stock price was 220.80 and its P/E ratio is about 19.6. That would mean if the P/E ratio today were 14, the stock price should be 158. Can someone please explain this to me or offer any insight???
S
It’s a great company to work in. Great management and solid market share. Have quite a lot in natural gas and electric engines.
Bullish
Q
I own CMI as a cheaper way in investing fuel cell technologies.
Analyst Alexander Potter warns that "temporary selloffs" could be seen if the truck initiative sees production delays.”
One reason more to believe that natural gas is the only option, and $cmi knows it $hyln
CMI 15.78 CAT 21.46 PCAR 13.76 NAV 13.56 OSK 15.98 CNHI 15.82 DE 20.35.
CMI in good company if it's overvalued.
Upgraded by Jefferies Hold » Buy USD 325
Maintains Deutsche Bank Hold USD 252 » USD 260
The engine will be supplied by a joint venture between Cummins $CMI and Westpoint Fuel $WPRT
bye bye BEV truck class 8
https://www.cnbc.com/2021/01/28/tesla-semi-production-on-hold-until-company-can-make-its-own-batteries.html