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CAT
Here is Tim Travis’ research report on Caterpillar Inc. (CAT) on Oct 27th 2012.   http://seekingalpha.com/article/956941-caterpillar-buy-before-we-see-a-cyclical-upswing
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Below is a link to TTCM’s most recent article on Caterpillar (CAT).  This is a stock that a lot of market pundits were advocating to buy above $100 and the logic just didn’t make sense to us as the company has some serious tailwinds, which in our estimation were inflating earnings.  Finally the stock has...
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My concern for the Chinese real estate market is growing greater as builders continue to increase supply despite falling prices and demand.  This is the worst case scenario for prices and the positive impact for Chinese GDP growth due to continued construction is nothing more than a sugar high, which will dissipate as demand wanes....
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