Thank you for the watchlist! I'm currently looking at CAT and SYK done the last two months or so. Stryker always carry a premium on the multiple. I am a bit worried about the growth prospects for CAT. I will stay on the sideline on this one.
Hi Max, thanks for your comment! CAT is mostly in a cyclical industry, but there is a huge need for infrastructure repair, modernization and new construction. So I think the long-term demand is there.
Thank you for the watchlist! I'm currently looking at CAT and SYK done the last two months or so. Stryker always carry a premium on the multiple. I am a bit worried about the growth prospects for CAT. I will stay on the sideline on this one.
Hi Max, thanks for your comment! CAT is mostly in a cyclical industry, but there is a huge need for infrastructure repair, modernization and new construction. So I think the long-term demand is there.