Cummins: Resilient Margins, Limited Near-Term Upside (NYSE:CMI)

Cummins ( CMI ) has been a ‘trading stock’ of sorts as a cyclical company whose fundamentals I really like longer term. In my last article on the name in December, I downgraded theI'm an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, earn exceptional returns on capital, and can compound their invested capital over long periods of time.Analy ...