Which company will have the biggest impact?

[shovelracer]

So with stocks down at all time lows for many companies as the financial reports come out what do you do. Those of us that have the means to invest and are willing to take some risk are pondering what to do about the situation. There is a company or two in the green industry that I feel could prosper in the coming years as green initiatives move forward and the economy eventually rises again. I'm curious to hear what companies you all support or believe would make wise investments in the 5yr + time frame and why.

[White Gardens]

So with stocks down at all time lows for many companies as the financial reports come out what do you do. Those of us that have the means to invest and are willing to take some risk are pondering what to do about the situation. There is a company or two in the green industry that I feel could prosper in the coming years as green initiatives move forward and the economy eventually rises again. I'm curious to hear what companies you all support or believe would make wise investments in the 5yr + time frame and why.


Caterpillar.

As soon as the economic plan hits, construction equipment will regain some stock value.

[nosparkplugs]

So with stocks down at all time lows for many companies as the financial reports come out what do you do. Those of us that have the means to invest and are willing to take some risk are pondering what to do about the situation. There is a company or two in the green industry that I feel could prosper in the coming years as green initiatives move forward and the economy eventually rises again. I'm curious to hear what companies you all support or believe would make wise investments in the 5yr + time frame and why.

it will take more than 5 years for anyone to recover from our current economic situation. Caterpillar has laid more than 20,000 people off their never going to hire all those people back. This recession has been a great excuse for downsizing; I suspect were going to see leaner companies in all industries. We still have to make it through 2009, their will be more hemorrhaging to include the green industry.

[Fife Lawn&Lane]

remember to that Cat will no longer be producing a road going engine.

[nosparkplugs]

remember to that Cat will no longer be producing a road going engine.

true, but Caterpillar owns Perkins diesel, whom was beating them up in the
onroad/highway diesel engines, and small agriculture diesel sales. Can't beat them buy them:laugh:

[shovelracer]

I'm usually up for supporting companies who's equipment we use, and I like some of the innovative stuff Bobcat has done, but IR has been by far my worst experience since Ive been doing business. They really take advantage of the little guy and could care less, besides that customer service was great for the first 2 months, then it became non-existant. Heck I had 15K burning a hole in my pocket last fall and when I called my dealer to schedule an appointment to pick out some attachments they blew me off.

Toro is suffering like all the others, but it seems like they have made the moves early enough to plan for these times. More likely they will recover.

Looking for innovative companies that are pushing the green movement and alternate fuels. Also electronic co's can be risky, but long term some of them can have big payoffs. Right now everything is risky, but some good placement can be big later on.

[ashelton]

Research which companies have the most lobbyist. Research has shown that the best performing companies in a particular segment have the most lobbyist.
I would personally not recommend Cat, the amount of equipment that has been built the past 7-10 years due to the global demand has the market flooded. Finance companies have a lot of these machines that they will be willing to just about give away, and these will be more attractive than a brand new one. Cat faces an uphill battle in the current economic situation.
I only invest money in the stock market that I won't care about for 10+ years. It is to hard to pick single stocks to win in the short run, you are better off going to Vegas. Growth Stock Mutual funds have averaged over 12% for about the past 50 years, invest in a lot of companies rather than trying to pick one winner. I have invested in some that focus on "Green Tech.", so far haven't made much, but I think they will do well in the next 10 years.

[Fife Lawn&Lane]

Not so good for you guys in the USA but up here our banks stocks are actually a good investment.

[White Gardens]

remember to that Cat will no longer be producing a road going engine.

They cut a deal with Navistar, and in a joint venture the are building a plant in IL for heavy duty road trucks.

Partially the reason Ford and Navistar parted ways.

I'm not saying Cat will get back to their pre 2008 production rates and stock value, but, I think they'll rebound fairly well in the next couple of years.

[nosparkplugs]

Whats your source on that? cause Cat has sued the shat out of Navistar:laugh:



Newspaper article from our research archive:
See more articles from Chicago Tribune (Chicago, IL)

Navistar, Cat settle lawsuits: Cat taking $50 million charge; undisclosed payment by Navistar.

Article from:
Chicago Tribune (Chicago, IL)
Article date:
August 25, 2006
More results for:
Cat | Copyright informationCOPYRIGHT 2006 Chicago Tribune. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)

Byline: James P. Miller

Aug. 25--Navistar International Corp. and its leading engine supplier, Caterpillar Inc., said Thursday that the companies have agreed to drop their legal claims against each other. While details of the accord weren't disclosed, Peoria-based Caterpillar said it will record a hefty $50 million after-tax charge to cover payments it no longer expects from Navistar. The agreement also calls for Navistar to give Caterpillar an initial, undisclosed cash payment, as well as a three-year promissory note. Navistar said the settlement "will not have a material impact" on its "financial position, cash flow or results of operations."






They cut a deal with Navistar, and in a joint venture the are building a plant in IL for heavy duty road trucks.

Partially the reason Ford and Navistar parted ways.

I'm not saying Cat will get back to their pre 2008 production rates and stock value, but, I think they'll rebound fairly well in the next couple of years.

[topsites]

Well, that line of thinking of stocks being at an all time low is exactly what I
was thinking a month ago, and just now they dropped even worse :laugh:

So...
Maybe they're as low as they'll go, maybe they take another nosedive.

Because...
They're not actually at an all-time low, they went lower back in October, I lost 10% in a week but this is just a minor dip in comparison.

Really the only way I see out of that is long-term, 10, 15, 20 year investments, but at least 5 and there's no guarantees.

[White Gardens]

Whats your source on that? cause Cat has sued the shat out of Navistar:laugh:



http://www.whayne.com/PowerSystems/Pages/CaterpillarandNavistar.aspx

It's amazing how fast people change their tunes.


I also have a relative that works in the Corporate office in Peoria. I get some inside scoops of who coming and going. It all public news though too.

They started plans on a new production facility in IL, and they're still going ahead with the plans even in the market down-turn.

I though after the economic downfall, that division was dead in the water, but, I guess not.

[nosparkplugs]

http://www.whayne.com/PowerSystems/Pages/CaterpillarandNavistar.aspx

It's amazing how fast people change their tunes.


I also have a relative that works in the Corporate office in Peoria. I get some inside scoops of who coming and going. It all public news though too.

They started plans on a new production facility in IL, and they're still going ahead with the plans even in the market down-turn.

I though after the economic downfall, that division was dead in the water, but, I guess not.

A (MOU) "Memorandum of Understanding" just makes it known officially that two companies are exploring a project together. No ground has been broken for a production facility. Caterpillar did the same with Perkins, and if this deal goes through, Cat will simply paint the Navistar engine Cat yellow:laugh: Caterpillar will survive buy gobbling up it's weak competition, without investing the billions in R&D for a new onroad diesel.

if you look at Detroit Diesel they have invested billions in it's new 2010 diesels. Cat could not afford that, but has capital to purchase whole companies or pay them to manufacture their on-road diesel engines.

[whitneysegura]

Google will have the highest stock and rule the world soon! Blizzard too.

[CrystalCreek]

Google will have the highest stock and rule the world soon! Blizzard too.

Crap!!! I thought that Lawnsite was going to consume the world. Imagine, a world ruled by men with green hands:laugh::laugh: I Think that Catepiller will wait out the EPA regualtions. The new regs seem to be using more fuel (wasted) and costing business a LOT more money. Just like smog pumps, the diesel particle filters may go by the way side. Then Cat jumps back in produceing great engines, with a stronger company backbone. They will have more money in their pockets, as they didnt waste time and money on R&D only to never get payed back. Like I once told my girlfriend...I could be right:hammerhead:

[freddyc]

Invest in the company that makes the newer vented gas cans. Its a mandated thing and they will have to sell.


With regard to Cat, its true they won't hire back all those workers but in any organization there are duplicate efforts. In short, a co is usually worth more after it lays off. I don't know about Cat but my guess is that they are in the lead as it comes back around. I also think people with money and can wait will jump on Cat in a couple months.


I'm thinking anything that saves energy and so on is a good play. So companies that make a trimmr that conserves gas might be inline for some subsidy. Not sure but small engine companies that make enviro friendly engines will likely be ahead in all this.

As a side note, ancillary things such as people making things for dot compliance will likely see a boost. Not that I like investing in chock blocks, but a company that makes decent and easy to use tie downs for instance might be a decent idea. I think the DOT will make some opportunity on a local level this year. Start a quick class on DOT compliance with hands on about tie downs and so on. A lot of newbies have no idea where to begin---they are willing to work but need help getting started.


I think 2009 is a year to save money so I'm guessing there won't be a ton of new equip sold. I think the most bang for the buck would be the used equip area as more people will give up this year than before. True, many displaced workers will be buying Home Depot mowers, but if I had money and a hook into some decent commercial equipment, I'd snap it up and try advertising to all the new displaced guys. They have no jobs and a good deal will pull them in. If I had some help I might consider setting up an equipment recycling deal. In short, lawnsite guys get rid of stuff and a little mechanical know how and a cheap store front might make you the local used equip store. Also, if you have any ability, a small repair place is a way to go. People with no jobs don't want to pay $150/hr to get a spark plug installed.


Companies that work on remediation of wetlands, or any of those areas are a decent idea too. The gov will push a lot of this so people making erosion control supplies are likely to benefit.

[capnsac]

What about Ford and their DuraTorq diesel that has 10 years of R&D over in Europe by actual consumers. Rumor has it they are going to be using the 4.4L diesel in their f-150's and 250's as an option, as well as put a new engine in their 350's.

[sweetz]

Ya, Google & um...WalMart.

[meicher806]

invest in john deere, gold and silver!!