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  1. Cadillac ATS-V and the strange joys of engine noise

    Cadillac ATS-V and the strange joys of engine noise

  2. Nissan’s “Ride of Your Life™” Altima campaign returns bigger and better in second year

    Nissan’s “Ride of Your Life™” Altima campaign returns bigger and better in second year

  3. Daimler continues along its successful path in first quarter with record figures for unit sales, revenue and EBIT

    Daimler continues along its successful path in first quarter with record figures for unit sales, revenue and EBIT

  4. Scania: Lars Sondergård Wins Scania’s Young Truck Driver Competition

    Scania: Lars Sondergård Wins Scania’s Young Truck Driver Competition

  5. Industrials: A Few Bargains Still Remaining

    Despite generally rich valuations across the industrials space, some pockets of value still exist.

  6. Economic Moat Crossing Ahead: Railroads Advance to Wide

    Railroads bolstered our confidence in the persistence of excess returns via solid performance through the recent recession and coal weakness.

  7. This Stock Will Keep On Truckin'

    We think the market is too focused on near-term farm equipment headwinds and not enough on a cyclical European trucking upturn.

  8. Slowing Farm Equipment Market Won't Uproot Economic Moats

    Although ag machinery manufacturers may reap weaker 2014 results, we think Deere's narrow moat is intact.

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