Paul Tudor Jones II acquired 165k Cummins shares worth $118M. That's 0.59% of their equity portfolio (28th largest holding). The first Cummins trade was made in Q1 2014. Since then Paul Tudor Jones II bought shares 33 more times and sold shares on 33 occasions. The stake costed the investor $94M, netting the investor a gain of 26% so far.
Renu Baid Pugalia of IIFL Institutional Equities discusses the earnings upgrades for Larsen & Toubro, ABB, and Siemens in the capital goods sector, highlight...
Renu Baid Pugalia of IIFL Sec discusses the power crisis, capex, top picks like Cummins, Bharat Electronics, Larsen & Toubro, and the potential in the capita...
Sanjiv Bhasin, Director of IIFL Securities, is bullish on stocks like ABB, Siemens, L&T, Cummins, and Thermax. He recommends Lupin as the top play in pharma....
Sanjiv Bhasin says: “In capital goods basket, we have a basket of ABB, L&T and Cummins. Siemens was our top pick sometime back but it has gone way beyond the...