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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