United Rentals: Why I Bought It Instead Of Caterpillar (Q1 2025 Earnings Preview)

Group 1 - The article discusses the impact of new import tariffs announced by the Trump administration on companies like Caterpillar Inc. and Deere & Company, highlighting the long-term growth potential and dividend growth investing strategies [1] - The focus is on the importance of profitability as a driver of gains, emphasizing the significance of margins, free cash flow stability and growth, and returns on invested capital in evaluating companies [1] Group 2 - The author expresses a commitment to researching high-quality companies, indicating a preference for undervalued stocks and those with strong dividend growth potential [1]