### Comment:
CAT saw huge gains last year on the thesis that China expansion would keep going. They have large exposure to  China and as soon as the trade war started they dropped like a stone even on amazing earnings. They beat rev. by a full billion and dropped like crazy ( i remember playing that earnings and being insanly frusterated)  
  
 I think they would rise if trade tensions would clear and global expansion can continue for another 3-5 years

### REPLY:
Good stuff, thanks

### END.