I bought at the most recent entry point then sold June $105 and $110 calls.
If fundamentals catch up like this author shows occurred in 2010, CMI will be added to the 2016 portfolio.
Stay tuned. M* MONEYMADAM
Cyclical Investing: A Cummins Case Study http://seekingalpha.com/article/3976934?source=ansh-d $CMI, $EMR
