Cummins Engine Roars on International Sales

I restarted Cummins Engine (CMI)
in the fund 2 weeks ago as a "weak dollar" play - one thing that
attracted me to this name in the fall was it's large (and very early)
exposure to Chindia. <!--more-->Once I started seeing company after company make
up all their US losses with major currency benefits from international
sales (along with booming volume sales overseas) this seemed like a
good time to re-enter this name. [Apr 18: Restarting Cummins Engine as Rest of the World Moves on Without USA]

So far so good; earnings booming on overseas sales.If not for a nasty gap in the chart which I would like to see "filled," I'd be adding to this position today. Instead I will add when the stockfalls and fills this gap (in low $56 range). My hope right now is thestock runs to mid $60s, where I'd lighten up and then refill theposition as it eventually falls back to fill that g