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Paccar

  • Industrials and the Curse of the European Economy

    By Zain Abbas - May 30, 2013 | Tickers: MOD, PCAR, TEX

    Trouble in the European economy has posed threats to many industries and punished many companies in the form of declining profitability. Industrials have been no exception. However, in this situation, it will be interesting to analyze how different companies in the industrial sector are coping with this downturn.

    An HVAC player

    Normally, heating, ventilation and air-conditioning (HVAC) has less to do with how an economy is performing, given that it more »

  • 5 Reasons Bulls Will Have Their Way With This Stock

    By Neha Chamaria - May 17, 2013 | Tickers: CAT, CMI, NAV, PCAR

    PACCAR’s (NASDAQ: PCAR) first-quarter numbers were a bummer. Top and bottom lines missed Street estimates and the truck maker didn’t have anything substantial to say about the year ahead. Yet PACCAR’s stock has surprisingly gained momentum after the earnings announcement, rising more than 8% (as of this writing) since then.

    Do bulls really have a reason to stay active in the stock, or is the run going more »

  • 2 Truck OEM stocks to Buy, 1 to Hold

    By Zain Abbas - April 28, 2013 | Tickers: CMI, NAV, PCAR

    The global truck market has been showing different colors in different regions of the world. Emerging economies have been witnessing cyclical upside in truck markets. Brazil has been a super example of it, where demand for trucks accelerated ahead of expectations. However, the freight activity in the US and Europe remain far from a strong revival. This raises the question - which stocks to buy?

    Which is the best bet?

    In more »

  • 1 Solid Reason to Buy This Stock if It Falters on Earnings

    By Neha Chamaria - April 23, 2013 | Tickers: CAT, CMI, PCAR, TTM, WPRT

    If you want an idea of where the economy is headed to this year, Cummins (NYSE: CMI) is one stock you need to keep on your radar over the next few days. As a company that caters largely to the critical North American trucking industry, Cummins can tell us a good deal about how things are shaping up for the economy.

    The engine maker is set to report its first-quarter more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 17, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will report their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its positive momentum, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up this momentum, because several things more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 17, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will report their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its positive momentum, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up this momentum, because several things more »

  • Understanding the Truck Market Through Macro Data

    By Zain Abbas - April 16, 2013 | Tickers: ALSN, CMI, PCAR

    The trucking industry has been in the news recently, especially after the market viewed some optimism in the recently held Mid-America Truck Show. Performance of this industry is important, as it is a leading indicator of the health of the economy. Recently, some numbers relevant to the trucking industry were released which can help us understand the industry’s performance.

    Class 8 orders continue upward trajectory in February

    ACT Research more »

  • Understanding the Truck Market Through Macro Data

    By Zain Abbas - April 16, 2013 | Tickers: ALSN, CMI, PCAR

    The trucking industry has been in the news recently, especially after the market viewed some optimism in the recently held Mid-America Truck Show. Performance of this industry is important, as it is a leading indicator of the health of the economy. Recently, some numbers relevant to the trucking industry were released which can help us understand the industry’s performance.

    Class 8 orders continue upward trajectory in February

    ACT Research more »

  • Pull Your Money Out of This Stock Before Next Week

    By Neha Chamaria - April 15, 2013 | Tickers: CMI, NAV, OSK, PCAR, WPRT

    Of the several industrial companies that will suit up with their quarterly numbers next week, one I am going to watch closely is PACCAR (NASDAQ: PCAR). Despite the underlying weakness in the trucking industry, PACCAR’s stock has kept its chin up, gaining 8% year to date. It hit its 52-week high barely a month ago.

    Yet, the truck maker might find it hard to keep up the momentum, because more »

  • A Couple of Interesting Pair Trades

    By Bob Chandler - April 13, 2013 | Tickers: NKE, PCAR, SON, FINL

    When the stock market looks especially volatile, a pairs trade is a strategy worth considering. The idea is to match a long position with a short position in two stocks that have a relevant correlation. I usually buy an undervalued stock and short an overvalued stock in the same industry or with the same general economic attributes.

    This strategy also adds a market hedge, theoretically. For example, if stocks plunge more »

  • A Couple of Interesting Pair Trades

    By Bob Chandler - April 13, 2013 | Tickers: NKE, PCAR, SON, FINL

    When the stock market looks especially volatile, a pairs trade is a strategy worth considering. The idea is to match a long position with a short position in two stocks that have a relevant correlation. I usually buy an undervalued stock and short an overvalued stock in the same industry or with the same general economic attributes.

    This strategy also adds a market hedge, theoretically. For example, if stocks plunge more »

  • Understanding the Truck Market Through Macro Data

    By Zain Abbas - April 4, 2013 | Tickers: ALSN, CMI, PCAR

    The trucking industry has been in the news recently, especially after the market viewed some optimism in the recently held Mid-America Truck Show. Performance of this industry is important, as it is a leading indicator of the health of the economy. Recently, some numbers relevant to the trucking industry were released which can help us understand the industry’s performance.

    Class 8 orders continue upward trajectory in February

    ACT Research more »

  • Understanding Truck Market Through Macro Data

    By Zain Abbas - March 29, 2013 | Tickers: ALSN, CMI, PCAR

    The trucking industry has been in the news recently, especially after the market viewed some optimism in the recently held Mid-America Truck Show. Performance of this industry is important, as it is a leading indicator of the health of the economy. Recently, some numbers relevant to the trucking industry were released which can help us understand the industry’s performance.

    Class 8 orders continue upward trajectory in February

    ACT Research more »

  • Have You Already Put Your Money on This Turnaround Story?

    By Neha Chamaria - March 19, 2013 | Tickers: CAT, CMI, NAV, PCAR

    If only I had faith in this company. If only I had followed Carl Icahn’s footsteps. If only I had put in something in this stock. Just some of the thoughts haunting investors who gave Navistar International (NYSE: NAV) a miss after a tragic 2012. After all, the beleaguered truck maker’s stock has gained a mind boggling 51% in last six trading days (till March 12) alone.

    Better-than-expected more »

  • Should We Follow Icahn Into This Loss Making Truck Maker?

    By Anh HOANG - March 13, 2013 | Tickers: BAESY.PK, NAV, PCAR

    Editor's Note: This version has been updated to clarify Navistar's incorporation date.

    Navistar’s (NYSE: NAV) share price has been extremely volatile for the past four years. The company’s share price has risen from $22.90 in Mar. 2009 to $69.50 in Apr. 2011, and then it plunged to only $19 in Oct. 2012. Afterwards, Navistar climbed up significantly to more than $35.40 per share more »

  • Studies Boost On-Road, Off-Road Natural Gas Chances

    By Howard Rothman - March 5, 2013 | Tickers: CAT, CMI, NAV, PCAR

    A pair of studies released at the end of February project U.S. natural gas production will grow for the next 30 years, putting enough downward pressure on prices to boost demand in the on-road and off-road transportation markets. These sectors are seeing plenty of new products that use the fuel. But they’ve only tentatively embraced them so far, even though it is cleaner than petroleum fuels and as more »

  • Are We Going Overboard With the Natural Gas Hype?

    By Neha Chamaria - February 5, 2013 | Tickers: CMI, F, PCAR, TTM, WPRT

    What do you make of a situation when a company that dominates the heavy-duty natural-gas truck market in the U.S. says stuff about the gas that’s anything but exciting? A pin-popping balloon? Quite like, especially after the hullabaloo President Obama’s re-election as POTUS has created over the fuel.

    I follow companies like PACCAR (NASDAQ: PCAR) and Cummins (NYSE: CMI) closely and never miss either’s earnings release more »

  • Stock Alert: This One Deserves Your Immediate Attention

    By Neha Chamaria - February 4, 2013 | Tickers: CAT, CMI, PCAR, TTM, WPRT

    With some of the industries’ top names ready to suit up with their numbers next week, you could have a hard time keeping up with all of them. But that’s no excuse to not prepare yourself. The impact of surprises or shocks could be easily mitigated if you know what to expect.

    Cummins (NYSE: CMI) is one such company you should watch closely over the next couple of days more »

  • Natural Gas: A Look at the Contrarian View

    By Howard Rothman - January 24, 2013 | Tickers: CAT, CLNE, PCAR, RDS-A, WPRT

    With plentiful supplies and high production driving natural gas prices to their lowest levels in a decade, interest in its potential — and how it might be played on Wall Street — is strong and growing stronger. Accordingly, there’s been an increasing level of chatter about the likely future role of natural gas in a wide range of applications that touch a number of high-profile industries 

    I believe there are definite more »

  • Solving the Natural Gas Industry Triangle

    By Masam Abbas - January 14, 2013 | Tickers: CHK, CVX, CLNE, CMI, XOM, F, GE, GM, PCAR, WPRT

    Many people often question why natural gas (NG) has not become a popular fueling option in the U.S., despite its favorable economics. The huge gap between gasoline prices and natural gas prices automatically makes natural gas a cheaper alternative. The actual answer lies in the fact that the NG industry has become a victim of the "chicken or egg" issue. Which will come first: NG vehichles, or the fueling more »

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