There's no doubting now that the operating environment for the North American Class 8 truck industry is getting better, and Cummins (CMI)
stands to be a major beneficiary. European and Chinese truck markets
are also looking stronger, helping to offset weakness in other areas
like Brazilian trucks and power generation. Cummins shares are already
up about 28% over the past year, and BorgWarner (BWA) and Dana (DAN) may offer a little extra relative performance, but I wouldn't rush to take profits just yet.
Read the full article at Seeking Alpha:
Cummins Revving Up For The Next Truck Cycle
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