ebit & sales start to fall behind nhr group/cat re

today coa released their results and its interesting to note coa look like they are starting to fall behind nhr figures even pre caterprllar business comes on stream
in the nhr structure

once ah plant hire(from arl/nlx) is added to nhr that will make nhr the number 2 hire company

if other hire businesses are acquired then its likely
that coa might once and for all feel some real margin pressure equating to a beeter deal for consumers

long term nhr looks like a good play and the business should outperform coa as consumers become more focused on the caterpillar brand name and its association with nhr which will be rebranded CAT RENTAL STORES