Caterpillar Inc. (NYSE:CAT) is one of the stocks Jim Cramer discussed, along with market shortages. Noting that the stock seems “richly valued,” a club member asked how much it needs to fall to start a position. In response, Cramer said: There are a lot of people who feel that this is a data center play and that the data centers are somehow going to stall out. You are coming in after a major, major move. I would like to see the stock lower. Once you start getting lower, what happens is people say, oh, oh, ...

Caterpillar Inc. (NYSE:CAT) is one of the stocks in focus as Jim Cramer shared his weekly game plan. Cramer was bullish on the company stock as he remarked: We talk a lot about ancillary data center plays, which means Caterpillar, which has backup generators that are needed to keep these server farms running. In the old days, CAT usually went down on earnings. That’s over. It tends to rally because people can’t believe it can consistently put up such strong numbers. They are wrong. I like the stock. Cat ...

Core Insights - SMS Equipment has entered the European market by acquiring Suomen Rakennuskone, marking its first operation on the continent [1][2] - The acquisition aims to leverage SMS Equipment's expertise in global mining and construction to enhance operations in Finland [2][4] Company Overview - SMS Equipment is a Canadian dealer of heavy machinery with existing operations in Alaska and Mongolia [1] - Suomen Rakennuskone, established in 1992, is a Finnish distributor of construction and mining equipment, providing sales, maintenance, spare parts, training, and technical support throughout Finland [2][3] Strategic Importance - The acquisition is seen as a significant milestone for SMS Equipment's international growth, allowing the company to combine its global experience with Suomen Rakennuskone's local knowledge and customer relationships [2][5] - Suomen Rakennuskone holds exclusive rights to distribute Komatsu mining and construction machinery in Finland and serves both the construction and mining sectors, which include nickel and gold extraction [3]

Caterpillar Inc. (NYSE:CAT) is one of the best forever stocks to buy according to hedge funds. On December 11, analysts at Citi raised Caterpillar Inc. (NYSE:CAT)’s price target to $690 from $670 while reiterating a Buy rating. The price target hike comes as the research firm remains confident about the machinery group outlook. The firm maintains a strong conviction in the construction and mining sectors, expecting continued growth heading into next year. Wall Street Firms Bullish on Caterpillar Inc. (CAT ...

Group 1 - Caterpillar Inc. is highlighted as a strong investment opportunity following the Fed rate cut, with industrials expected to benefit from lower rates [1] - The company is recognized for its significant role in data center construction, which has contributed to its strong market performance [2] - An analyst meeting is scheduled, and there is speculation about the sustainability of Caterpillar's recent performance over multiple years [2] Group 2 - Caterpillar provides a range of products including heavy machinery, engines, turbines, and rail equipment, along with power systems and support services [2] - The company is currently at its all-time highs, reflecting investor confidence in its alignment with current market conditions [1]

Core Insights - Deere & Company reported strong fourth-quarter results with earnings per share of $3.93, surpassing the consensus estimate of $3.88, and a quarterly sales increase of 11% year-over-year to $12.39 billion, exceeding the consensus of $9.85 billion [1][3] Financial Performance - The company achieved its best results in the current cycle despite facing challenges and uncertainties, attributed to structural improvements and diverse customer segments [2] - For fiscal 2026, Deere expects net income to range from $4.0 billion to $4.75 billion, indicating a year-over-year decline of 20% to 5.5%, with projected operating cash flow of $4.0 billion to $5.0 billion [3] Sales Projections - Deere anticipates a decline in production and precision agriculture sales by 5% to 10% for fiscal 2026, while small agriculture and turf revenue, along with construction and forestry sales, are expected to rise by approximately 10% [3] Stock Performance - Following the earnings announcement, Deere shares increased by 0.6%, trading at $472.82 [3] Analyst Ratings - RBC Capital analyst maintained an Outperform rating but lowered the price target from $542 to $541 [6] - Truist Securities analyst kept a Buy rating and raised the price target from $609 to $612 [6] - Evercore ISI Group analyst maintained an In-Line rating and reduced the price target from $487 to $458 [6]

Core Insights - Companies that consistently increase dividends tend to outperform the overall market, with dividend growers achieving an average annual return of 9.62% from January 1972 to December 2018, compared to 8.78% for dividend payers and a decline of 0.79% for those that cut dividends [2] Dividend Growth and Company Performance - A company's commitment to increasing dividends creates pressure to enhance profits and cash flow, as failing to do so may lead to dividend cuts, which can significantly impact stock prices [3] - Historical dividend growth is a strong indicator of future sustainability, with a lower payout ratio suggesting potential for future increases, while high dividend yields may indicate vulnerability during tough times [4] Methodology for Selecting Dividend Stocks - The selection process for identifying top dividend stocks involves screening for companies that have raised dividends for 20 consecutive years or more, focusing on those with strong balance sheets and sound financials, ranked by dividend yields as of October 16 [6] Company Highlights - **Walmart Inc. (NYSE:WMT)**: - Dividend yield of 0.89% as of October 16, with a history of 52 consecutive years of dividend increases. Recently partnered with OpenAI to enhance customer shopping experience through ChatGPT [9][11] - **Pentair plc (NYSE:PNR)**: - Dividend yield of 0.92% as of October 16, with 49 consecutive years of dividend increases. Price target raised by JPMorgan from $116 to $126, and by Citi to $133, reflecting analyst optimism [12][14] - **Caterpillar Inc. (NYSE:CAT)**: - Dividend yield of 1.12% as of October 16, with 31 consecutive years of dividend increases. Price target raised by BofA Securities from $517 to $594, driven by strong demand in the small turbine market and data centers [15][18]