What do you guys think of CAT?

Answers

readytoretire answered a question in Energy and Industrials.
2222 points

readytoretire answered 11 months ago …

Good company in a poor sector. With the economy in the shape it is, and the stimulus plan only including about 85B in infrastructure spending (and a fair amount of that will be in out years), cat will need for the economy to turn around before it will experience a good rebound. There will be plenty of usable space, so little need to build more. Mining is headed down as commodity prices tank, so no need for big investments in equipment.

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