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Caterpillar
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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We have T&T Capital Management have been saying for sometime now that companies that are dependent on China to propel their growth, particularly in the areas of  real estate, and other hard assets, are at risk and likely don’t warrant a peak earnings multiple.  China has gone on a spending spree that is unprecedented for...
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