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DewDiligence

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DewDiligence

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Re: Trueheart post# 1649

Monday, 10/25/2010 1:17:24 AM

Monday, October 25, 2010 1:17:24 AM

Post# of 30560
CAT is perhaps the most cyclical large-cap company in the entire market, and it’s had a helluva run from the Mar 2009 low. Good luck if you decide to get in.

As you probably know, DE’s C&F segment, the only part of DE that competes directly with CAT, accounts for only 15-20% of DE’s total sales, and the rest is ag-related. Regards, Dew

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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