Friday, May 4, 2012

Seeking Alpha: Even In A Tough Market, Commercial Vehicle Continues To Recover

The great thing about turnaround and greenfield growth stories is that they can both succeed even if their core addressed markets are facing some challenges. Take the case of trucks and off-road vehicles. While Caterpillar (CAT), Cummins (CMI), and Eaton (ETN) have all worried investors to some extent about the health of their respective markets (particularly in China and Brazil), parts and components companies like Titan (TWI) and Commercial Vehicle Group (CVGI) continue to out-execute their plans.

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Even In A Tough Market, Commercial Vehicle Continues To Recover

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