CONFERENCE CALL DETAILS
Date: Friday, September 14th
Time: 11 a.m. EST
Toll Free Number:
Direct Dial Number:
Conference Code: 581552#
*Materials will be distributed prior to the call.
TOPICS
While a great company in many ways, we believe that CAT is exposed to declining investment in its core markets. In particular, the potential decline in mining-related investment may be severe. This does not appear to be priced into the market or reflected in profit estimates.
- CAT: End Market Exposures
- Coal
- Mining
- Construction
- Oil & Gas
- Part Sales At Risk
- Backlogs & Orders
- Potential order cancellations coming
- Impact of slowing Chinese growth
- Last Quarter’s Results
- Impact of Tier IV
- Management Strategy
- Acquisitions
- Capacity Addition
- Inventory Trends
- Disconfirming Evidence
- Chinese Real Estate Price
- July Order Trends
- Manufacturing Flexibility
- Valuation & Sentiment
- Our Valuation
- Market View of CAT
- Centrality of Mining Underappreciated
If you have any questions regarding this call please contact us at .