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February 3, 2012
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| 12:12 EDT |  | CAT |
| theflyonthewall.com: | Caterpillar subsidiary to close plant | | Caterpillar subsidiary Progress Rail Services Corporation announced this morning its decision to shut down locomotive production operations at its London, Ontario plant. The company stated it is regrettable that it has become necessary to close production operations at the London facility. The cost structure of the operation was not sustainable and efforts to negotiate a new, competitive collective agreement were not successful, the company said. Progress Rail's global manufacturing network assures its customers that delivery schedules will not be impacted by this decision, it added. :theflyonthewall.com |
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| 05:36 EDT |  | CAT |
| theflyonthewall.com: | Caterpillar CFO sees "tailwind" from U.S., European demand, Bloomberg reports | | Caterpillar CFO Ed Rapp says he believes the business cycle is in the early stages of recovery and sees a "tailwind" from demand in the U.S. and Europe, Bloomberg reports. Reference Link :theflyonthewall.com |
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February 1, 2012
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| 22:21 EDT | | CAT |
| theflyonthewall.com: | Jim Cramer's "Mad Money" | | Jim Cramer said Wednesday's markets gave investors so many ways to win and better yet, it gave it when investors were least expecting it. Whirlpool (WHR) was able to beat and raise estimates, all while most investors thought the housing market was still declining. He said that Boeing (BA) shares were able to trade higher, despite defense cutbacks in Washington. And Navistar (NAV) also ticked higher on news of its partnership with Clean Energy Fuels (CLNE). Then of course there was the announcement of the Facebook IPO, a deal that's so hot investors are even buying up shares of the underwriters. In technology, Cramer admitted that Amazon.com (AMZN) disappointed, but the markets also has a surprise beat from disk drive maker Seagate (STX), which rose 21% in a single day. Internationally, the markets received news that China's economic soft-landing is indeed happening, something that bodes well for companies levered to China like Caterpillar (CAT), Yum Brands (YUM) and Coach (COH), the latter two hitting 52-week highs Wednesday. Put all of these factors together, said Cramer, and its easy to see why he's so excited about the possibilities. Cramer opined on what to do with Amazon.com (AMZN) after the company's disappointing earnings. His conclusion? Don't do anything. Cramer said Amazon has proven to be a consistent winner on weakness, and selling shares after a sell-off has always been a terrible bet. He concluded that Amazon is a "wait-and-see" situation. For Wednesday's installment of his "Show Off Stocks" series, Cramer highlighted motorcycle legend Harley Davidson (HOG), which is seeing demand for its product grow at the fastest pace since 2005. The company is diversifying its customer base and now aggressively attracting younger riders, as well as women and minorities. Additionally, Harley is completing a major restructuring this year that will shave $325M a year off the company's cost structure. Trading at just 13.5x earnings with a 14.5% long-term growth rate, Cramer said shares of Harley Davidson are far too cheap. EXECUTIVE DECISION: Cramer checked in with David Demshur, chairman, president and CEO of Core Labs (CLB), an oil service technology company that Cramer said is the one to buy. Among the areas Demshur was most excited about were deep water drilling off of Brazil and Angola as well as projects in the Middle East and off the coast of Australia. He said Core Labs believes in long-term shareholder appreciation and will remain committed to the company's dividend and stock re-purchase program. Cramer continued his recommendation of Core Labs and again told investors to use the weakness which occurs after every earnings release to buy in. LIGHTNING ROUND: (Bullish) URI; AAPL; LSI; MX; AVAV; KFN. (Bearish) RIMM; BX. Reference Link :theflyonthewall.com |
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January 31, 2012
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| 06:47 EDT | | CAT |
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January 30, 2012
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| 22:01 EDT | | CAT |
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| 06:46 EDT | | CAT |
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| 05:40 EDT | | CAT |
| theflyonthewall.com: | China Yuchai and Caterpillar re,amufacturing facility passes regional assessment |
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January 27, 2012
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| 14:35 EDT |  | CAT |
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| 08:31 EDT |  | CAT |
| theflyonthewall.com: | Caterpillar management to meet with JP Morgan | | Meetings to be held in New York on February 1-2 hosted by JP Morgan. :theflyonthewall.com |
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| 08:00 EDT |  | CAT |
| theflyonthewall.com: | Caterpillar valuation range raised to $127-$130 from $115-$117 at Wells Fargo |
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January 26, 2012
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| 23:35 EDT | | CAT |
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| 23:33 EDT | | CAT |
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| 16:46 EDT | | CAT |
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| 12:15 EDT | | CAT |
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| 12:02 EDT | | CAT |
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| 12:00 EDT | | CAT |
| theflyonthewall.com: | Caterpillar sees chance of share repurchases in 2012 as "quite remote" | | :theflyonthewall.com |
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| 11:54 EDT | | CAT |
| theflyonthewall.com: | Caterpillar says installing base in China, will "go after everything" in China |
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| 11:16 EDT | | CAT |
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| 11:13 EDT | | CAT |
| theflyonthewall.com: | Caterpillar expects mining related sales to be constrained by capacity in FY12 |
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| 11:11 EDT | | CAT |
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| 11:11 EDT | | CAT |
| theflyonthewall.com: | Caterpillar sees U.S. construction spending improving in FY12; still depressed | | :theflyonthewall.com |
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| 11:06 EDT | | CAT |
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| 09:19 EDT |  | CAT |
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| 08:34 EDT | | CAT |
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| 07:58 EDT | | CAT |
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| 07:56 EDT | | CAT |
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| 07:53 EDT | | CAT |
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| 07:49 EDT | | CAT |
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| 07:47 EDT | | CAT |
| theflyonthewall.com: | Caterpillar added 20.6K full-time employees in 2011 | | Caterpillar worldwide full-time employment was 125,099 at the end of 2011 compared with 104,490 at the end of 2010, an increase of 20,609 full-time employees. In addition, we increased the flexible workforce by 5,818 for a total increase in the global workforce of 26,427. :theflyonthewall.com |
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| 07:46 EDT | | CAT |
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| 07:45 EDT |  | CAT |
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| 07:44 EDT | | CAT |
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| 07:42 EDT | | CAT |
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January 25, 2012
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| 14:54 EDT | | CAT |
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| 11:36 EDT | | CAT |
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January 24, 2012
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| 10:03 EDT | | CAT |
| theflyonthewall.com: | BAE Systems, Caterpillar sign 20-year deal for HybriDrive for heavy duty trucks |
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January 23, 2012
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| 08:56 EDT |  | CAT |
| theflyonthewall.com: | Caterpillar volatility low into Q4 and outlook | | Caterpillar overall option implied volatility of 32 is below its 26-week average of38 according to Track Data, suggesting decreasing price movement into the expected release of Q4 results on January 26. :theflyonthewall.com |
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January 22, 2012
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| 16:20 EDT | | CAT |
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