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Cummins: Tariff Turbulence Creates A Buying Opportunity (Rating Upgrade)
CMICummins(CMI) Seeking Alpha·2025-04-09 05:10

I’m a big fan of Cummins Inc (NYSE: CMI ). I first recommended the stock in September last year as a ‘buy’ noting that the company was probably among the most underappreciated ‘compounders’ on the market as a steady business that’s been resilientI'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 c ...