Cadillac ATS-V and the strange joys of engine noise
Nissan’s “Ride of Your Life™” Altima campaign returns bigger and better in second year
Daimler continues along its successful path in first quarter with record figures for unit sales, revenue and EBIT
Scania: Lars Sondergård Wins Scania’s Young Truck Driver Competition
Despite generally rich valuations across the industrials space, some pockets of value still exist.
Railroads bolstered our confidence in the persistence of excess returns via solid performance through the recent recession and coal weakness.
We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.
Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.