Reddit Posts
CMI stock through Employee Stock Purchase Plan, is it worth it?
Cummins shares slip as analysts raise concerns on margins (NYSE:CMI)
Cummins shares rise on record revenue report (NYSE:CMI)
Worksport #WKSP is opening new company with Patent filed
About 87% of Companies in the S&P have beaten analyst estimates, set to be the higgest beat rate on record since 1994
Mentions
That's kind of my point. The urgency of need for your portfolio growth will encourage worse choices, not better ones. Anyways, I'll tell you my current holdings. CMI 500 C 6/18/26 -2.8% in 3 days GLD 325 C 6/17/27 +303% in 96 days GLD 365 C 6/17/27 +118% in 56 days The CMI will probably open high tomorrow and be in the green. These in the money calls are leveraged. I could win a lot or I could lose a lot. Thankfully I made good choices as I have quite a bit invested.
Yes I thought you were gonna say CMI
What’s the market angle that actually trades? * Oil: Venezuelan crude is heavy/sour. U.S. refiners can process it, but throughput, margins, and contract terms decide outcomes. A quick gasoline glut is unlikely; diesel/asphalt effects are more plausible. Near-term watchlists: refiners (VLO, MPC), services (SLB, HAL), integrateds (CVX). * Gold: Above-ground Venezuelan reserves are limited; new mining is slow. Hard catalyst for a gold crash is weak—uncertainty often supports gold and miners/ETFs. * Geopolitics: This looks more like U.S.–China pressure than pure commodities. Expect higher risk premia, defense names bid, and swings in rare earths/critical minerals on export-control narratives. * Power/AI: Backup generation demand is real, but fuel logistics and capex are multi-quarter. GNRC/CMI can benefit from deployments; it’s not an overnight fix for the grid. Bottom line: price in more volatility and be selective across energy, defense, and equipment instead of assuming a clean “oil flood” or a gold collapse.
One of mine is GNRC - CAT and CMI are heavily bought in, GNRC is priced like it's in a bounce, it got overly sold off compared to competitors.
He definitely wants it but neither NYSE nor NASDAQ will give it to them. CUM had to change to CMI because NYSE decided to ban the ticker due to its "explicitness".
Should have bought CAT CMI GEV CASY and took a long 3 year nap.
What am I missing other than gains. CMI and GM up 5% Lag 7 is lagging again
CMI and CAT outperforming AI stocks.
Exactly why you dont listen to randoms on Reddit haha. I have been a shareholder of CMI for 3 years now and its outperformed SPY consistently in the last 3 years. Good dividend as well. My cost basis is low so I have no plans on selling but the market is definitely a bit too optimistic about the PSBU business. Only time will tell...
CMI. My cost basis is 86. I sold half my position at 190. It is almost 500 today. As someone else said, worse is where I rolled that money after locking those profits -- some crap bond fund I've since sold and ED, neither was truly bad but I'd be better off still in CMI.
I’m newer to reddit and am mostly just trying to become familiar with how everything works but I work for a Gold and Silver company and came across this. It’s called CMI Gold & Silver. I just thought it could be helpful because our brokers don’t work on commission so you can call us up and ask as many questions as you’d like without getting pressured to buy or sell anything. Our website is cmigs.com and our number is 855-628-6704 I hope this was helpful :)
Anyone supplying the AI boom. Examples: INTC, AMD, SNDK, STX, WDC, NVDA is already crazy high though. This is not advice just information, you need to do your own research and make your own investment choices. Probably generator companies too like CMI, or anyone building power infrastructure, the high voltage transformers. Liquid cooling infrastructure, etc… I don’t wish I worked at any of those companies, I love my job.
ABBV and CMI have been very good to me (and put money in my pocket)
Buy CMI as well. They provide emergency power
CAT, CMI, HON, who knows
CMI CAT CSX all because of a random post on here
**BREAKING NEWS: Warren Buffett buys Cummins ($CMI) to pair with his Chubb ($CB) purchase because there's name synergy**
I think it’s CMI. I got the last one right so we will see
I'd split it in 5 and put 20K each in CALM, AMZN, O, COST, CMI. I might switch the equivalent amount in my other accounts to individual stocks and put all of this into SGOV with DRIP then do a steady withdrawal.
The fact that Cummins’ ticker is CMI and not CUM is a tragedy that needs addressed
I'm showing futures up. CMI had a good pre-market earnings report. I believe ARES beat forecasts also. They were the two largest premarket reports. What's your plan?
I like copying some of Christopher Niemczewski’s investments. I can see analyst and hedge fund manager portfolios on TipRanks, he’s the top hedge fund manager on there by sharpe ratio & returns. In particular I like AZO, CMI, ORLY, ACGL, PGR, TJX from his portfolio.
CMI Always calls for Cummins... 
DE green CMI red too
WTF is DE green and CAT CMI are down so much?
I like CMI, AMGN a lot. Also LMT
Hey dude, you need to diversify, not the whole world is running on technology. You can add some MCD, CMI JUST a suggestion
Is CMI really down 17% this morning?
I might sell some of my CMI tomorrow, it's up over 40% from when I bought. Thanks for introducing me to it 🙏
Cool to see people see value in CMI. I work here and put 10% of my check into their stock plan, they match 25% of that so it’s basically an automatic 25% gain. I have done pretty well with it and basically use it as a savings account.
What you think about CMI growth potential? The trend is more and more towards renewable energy and electric cars. Plus their hydrogen engine still an experiment.
I think you would have to be extremely astute and read a fair bit before you can beat any of the indexes. I've had good successes this year that have really helped boost my porfolio performance. Some of my best investments this year have been: * NVDA * LLY * ONON * BLDR * CMI I found these companies through either just reading market reports here and there, or they have products that either I or people in my circle consumer and can vouch for. On the flipside, I've also put money into the following: * GME * AMD * SOFI * INTC I do have other picks that have kinda gone nowhere. As a rule of principal, I put half my paycheck into ETFs and the other half into the individual stocks that I find. I personally think this is a great approach because its worked out for me.
Look at CMI, I’ve been holding a few shares since last year
China pretty much, they've brought down the cost of everything from smart phones to Solar panels and EV's between 5 and 1 fold in the last 15 years and [wages have increased massively](https://www.chemanager-online.com/sites/default/files/styles/gallery/public/Pflug_Wage%20Growth%20China_CMI0514.jpg?itok=GsOGneYV)
CMI to the moon 
Look at industrial companies, some good ones: EMR CMI WM
What just happened to CMI?
Does anyone own (or know anything about) CMI (Cummins Inc)??
Why did Cummins go with CMI instead of CUM 😕🙁
Anybody watching CMI? They are building the first road that charges your EV vehicle while driving. Do you think there is a future here? I want to know y’all’s thoughts.
Commenting on Cummins ide me, Daddy: A $9.7 Billion Dollar Gay Bear Tail Thesis (CMI)... I like this because you can play it either way - you either like the bet on the 5/3 miss or you can play it as a short against the market - CMI tracks well with the overall momentum of the market. I took the small dip this morning and took my small profit - didn’t have the guts to ride it out. https://preview.redd.it/7px4blmtg2uc1.jpeg?width=1170&format=pjpg&auto=webp&s=75986ca7f5377a64756be8e7c066195e0a35a4f9
Looking at CMI short squeeze with Root! It could happen buy it up!!
CMI do be ripping up. Cummins Inc
You still holding CMI? I am going through my accounts and wonder if I should bail? Only own 12.5
BLDR, CAT CMI TSCO HD list goes on
>CMI interesting, paccar has also been flying of late. but I think they have a some green focused trucking products. what do you see in CMI, do they have an earnings release coming up?
SNA and CMI are jumping up. SNA missed earnings and took off after it dumped.
Lots of shares getting distributed next week with the CMI tender, so there will be some selling. The shorts are trying to front-run the selling. Squeeze em!
There’s something called an exchange offer going on right now with ATMU. For every $100 worth of CMI stock you own you can exchange it for $107.53 of ATMU stock. This people are participating in the exchange offer and hedge the transaction by shorting ATMU. When the shares exchange the short position will offset and they will be left with 7.53% profit.
What % of their revenue is hydrogen vs natty gas? APD has both too + industrials but I would have thought APD % is more exposed just due to CMI size
I’ve gone for CMI for exposure to hydrogen power technology
Here's seven: WM CMI EMR WMT CTAS GD MCD
F & CMI are ripping bc they are leading in hydrogen.
CMI, HSY, MA, ODFL, SHW, TSCO, and ZTS I own more stocks but that list seems to be consistent and well run year over year.
I work for CMI also. The plan buys every month on the 5ht of the month, with the $ you contributed the month prior. So my two payroll deductions in January bought on Feb. 5.
Caterpillar is up - so does that mean CMI Cummins is going to be - ya know cummin up on earnings too?
I’m inclined to believe what CAT and TKR tell us on Monday will indicate what we hear from CMI on Tuesday
Personal opinion, so feel free to disregard: Individual stocks shouldn’t make up more than 3-4% of your portfolio individually. This, if you still want to invest in AAPL, MSFT, and CMI as a part of your $100k, these three shouldn’t have more than about $3k-4k invested. The rest should be in broad market index funds that track the S&P or the total stock market. Nothing wrong with wanting individual stocks, just don’t make em the focus of your investments.
CMI will do just fine. Very profitable business and growing too with all the new acquisitions. The leaders know how to run a business for sure
I can't believe CMI isn't dumping harder after announcement of $1.65B in fines and having to repair or replace 600k engines due to their emissions scandal.
Opened positions on CMI and DGII today. Had my eye on them a while, and after this pullback it seems a decent time to enter.
weird how no one has chosen this ticker Cummins Inc. i think had it but changed it to CMI
I work at CMI. There is no vesting period. You get the shares immediately and you can sell them immediately. It’s an amazing plan
Are you able to sell immediately upon vesting? If so, yeah. An extra 25% gain. A lot of ESPP allow for buying the share a discount, like 15%. Seems like CMI just adds 25%. I’d max it assuming you can sell immediately and get your gain.
Hello fellow colleague I also work for CMI . I opted out from the espp only because I’d be paying extra taxes on the 25% they give me and also for the dividend. I’m not sure where your located but I’m in Canada. If I were able to do the espp in a rrsp id do it in a heart beat. Just a cash account seems to be a lot of trouble with the usd cad , taxes ect … I’d rather put 5% else where like in spy or qqq and have better returns over the long term.
JNJ is in lawsuit hell spiral and I see no end in site. And these arent the regular one time off type lawsuits. These are very bad class action things that can potentially wipe out a decade. I remember back in the day when Monsanto started getting hammered like this and people thinking they will be fine... well not only have they not recovered but they took Bayer down with them. I would get out. PFE is fine. They have a good pipeline. Banking is good business run by immoral and unethical people. Basically, no one can be trusted in banking. All they cares about is immediate pay, be it via commissions and bonuses and they dont care if the bank itself burns. And its not like they didnt know what they are doing is shady, but the people there simply dont care if the bank fails. To me that makes banking a terrible investment. Id avoid them and just pick up some solid REITs from the financial sector. DE and PPE are probably ok but we are in a down cycle. Long term should be fine. No opinion on CMI.
Depending on the size of the portfolio, it's almost certain you should consult a tax professional about this. The former owner's goals and circumstances will likely be different than yours. I strongly believe that if someone is going to own individual stocks, they should be doing so actively and should be commiting time each week and even each day on that. Otherwise, you can pay someone to manage it for you. Being newly retired (?) your priorities might be around tax optimization and stable income and capital preservation but still needing some growth. The names you're soliciting, here is some common sentiment on them. I don't endorse or reject it, I just relay it. PFE has been deemed a loser in the suffering sector of big pharma. The speculation now is that maybe it is getting to be so bad it's good. JNJ has assymetric risk from ongoing litigation. Rightly or wrongly, they're going through a tumbler of expensive litigation and settlements. Maybe they can beat some of it and emerge. But the thesis would be why take that bumpy ride with them if there are hundreds of other stocks that are good and don't have that form of risk. Cummins has been battered of late but is kind of best of breed of what they do. If one believes that infrastructure and building and global recovery are imminent, then Cummins will prosper from that. Deere is seen as agriculture and infrastructure/construction. Agriculture has been battered too, and Deere, being one that rode very high, has been getting taken back down. Similar concepts as with Cummins, if one believes in things happening through 2024 that benefit heavy industry, that can help Deere. However Deere is exposed to the ups and downs of Ag. Notice that you have some overlaps with PFE/JNJ and DE/CMI. Wells Fargo is considered one of the weak sisters of banking along with C Citigroup. Sometimes you can gamble on these more-disliked plays whe they rebound from "hated" to merely "despised". If doing that, you'd want that to be a conscious strategy though. But again, not best of breed here.
All of them are at least worth researching, there are no unreasonable holds or quick sells on the list. I think CMI *may* be buyable here, I’ve been looking into it lately, but still only at a shallow level of research. Safe dividend, reasonable value. Personally I would not own Wells Fargo just because they have had an huge number of management red flags for me over the last five, ten, fifteen years. ——- Disclosure: Either I, a family member, or a portfolio that I manage is long DE, PFE, JNJ, and may add CMI soon. NFA / and just because I hold something doesn’t make that good for anyone else.
PFE - I would hold, but it’s also gambling on whether the next drugs are gonna get approved so this could be a sell candidate if you want to take the loss to offset other gains. Remember you can’t really take that much net losses on taxes anyway. It’s a shrinking company JNJ - a stronger hold than PFE. Actually a growing company too. CMI - idk much about it but it seems to be a strong, growing company. I would hold. WFC - I wouldn’t sell unless you have a specific preferred place to put the money. Price to book is below 1 which implies its at a cheap price but that does depend on some things. DE - should be a strong performer but idk much in specifics PPG - should also be a strong performer In short, the one most suitable to sell is PFE in my ignorant opinion.
Theses aren’t bad companies at all. JNJ is cheap and can be held for the long haul. I’d prefer that over PFE and wouldn’t want too much in large pharma. DE is a good long term hold. CMI could have issues over the long term as all engines very gradually move to electric, but we’re talking decades, and it’s well managed. They’ve seen cycle after cycle. You can do better than large US banks, so while I’m not super negative in the short term about banks, and WFC will see a nice bounce as rates come in, that’s something that could be harvested for another company with better long term growth prospects. And PPG is okay. I prefer SHW and that’s one to hold forever, but the coatings business is generally a good industry, with PPG being slightly inferior quality.
LMT dropped briefly to under 400, then popped up again. still kicking myself for not picking up on the dip. CMI had a nice dip, see that one for under 200, get it!
Nike is the way. Salesforce (CRM) SAP (might be nearing the end of its rally) Cummins (CMI Plug Power (PLUG) Ethereum
I'm moving that way. Part of it is I'm also aging and my risk tolerance is declining. I also was following an approach that my father liked, but his needs and situation are different than mine. I've tried to stick mostly to S&P500 or DJIA stocks. In the end, I likely never learned enough about the companies or trading/investing in individual stocks. Emotion/gut instinct got into my choices too... I've made some succesful picks and some unsuccesful ones too. I'm **not** saying picking stocks is akin to lottery numbers, but it has not been a sure thing for me either. Some of my bigger losers: 1. MMM (purchased in about 2015; still holding) 2. WBA (multiple lots from 2020-22; DOW5 thinking) 3. DOW (multiple lots 2020-22; DOW5 thinking) 4. DBD 5. GE (purchased 2015, sold 2020 at significant loss) I'm in good shape on positions in CAT, CMI, and CINF. I got out of BA when the 737Max issues broke and cashed a nice gain. I'm wondering if MMM is dead because of liability; I'm thinking about cashing a small gain in JNJ to avoid the litigation risk there. At this point, index ETFs let me think and worry less while investing in a way that has a solid track record and reasonable probability of future success. So my purchases have been trending that way.
CAT up 9% CMI down 9% 🤷♂️
Yes, I have an order for two puts on CMI.
After the Fitch downgrade I bought two put options to cover my calls on $CMI.
Guys look at the chart for $CAT. I would be paying attention to earnings for $CMI on Thursday AH. After the Fitch news broke today I married a few puts to my position as an insurance policy.
If CMI has good ER; I'll be Cummins in my pants
DD: new heavy duty truck diesel emissions just dropped and from what I’m hearing, they basically will phase out diesel trucks in next 10 years. Electric will work for some applications, but will have major problems with the vocational market (eg dump trucks, concrete trucks, vac trucks, etc). It will also face challenges with yellow iron and lots of stand alone power units. CNG is the future. Other than $CMI who’s leaning heavy into CNG engines, what other tickers could see major gains? Honestly $CMI isn’t even a great play at least in the short term as they’re really just trading diesel engine revenue for CNG revenue. Who’s the main players in terms of distribution of CNG, fueling stations, etc?