Cummins (CMI) may have thoroughly beaten Wall Street’s consensus earnings forecast in its second quarter, but investors should still sell or even short the engine-maker’s stock , said Tony Sagami, editor of the Rational Bear. 'The Dow Transports is in a bear market, those stocks have been falling like crazy and the Dow Industrials have not followed it down,' said Sagami. 'But I don’t think it’s going to take too long before it follows suit and all those transportation stocks including Cummins Engine, despite their short term success, are going to have some troubles going forward.' Shares of Cummins have fallen 10% so far in 2015 compared with a 2.5% rise in the S&P 500. Sagami is bearish on Ford due to worries over a strengthening currency and also despite its recent second quarter earnings results. Shares of Ford are down almost 3% thus far in 2015. Ford on Tuesday reported a second quarter profit of 47 cents, beating Wall Street’s consensus estimate of 35 cents per share. The automaker posted revenue of $37.3 billion in the period, which beat Street forecasts of $35.9 billion. Finally, Sagami recommends investors short package delivery giant UPS. Shares of UPS have dropped almost 9% this year. UPS posted earnings of $1.35 per share this week, beating the expected $1.26 per share and up from last year's $1.21. Revenue was down to $14.1 billion, missing estimates of $14.5 billion. 'Even though they have fuel going down, they are still saying their future is not so bright so listen to them and not what the Street is saying about the strength of the consumer,' said Sagami.