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Re: DewDiligence post# 20741

Saturday, 02/22/2020 6:01:34 PM

Saturday, February 22, 2020 6:01:34 PM

Post# of 30496
Barron’s likes CAT on valuation—says it’s at a cyclical earnings trough:

https://www.barrons.com/articles/caterpillar-stock-looks-cheap-its-time-to-buy-a-stake-51582329809

CAT is in one of the portfolios I manage*, but I’m not planning to add in the near future.

One concern: CAT hasn’t talked about Covid-19 since its 4Q19 earnings release on 1/31/20 (https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153592040 ), which is an eternity in viral time.

*https://investorshub.advfn.com/boards/read_msg.aspx?message_id=153391142.

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