Austin Guy
Value, contrarian, newsletter provider, long-term horizon

Wabash National Offers Excellent Reward/Risk Ratio

Overview of Wabash National Corp (NYSE:WNC)

Wabash National Corporation is a leading manufacturer of truck trailers in the US. The company is comprised of three product lines: Commercial Trailer Products (Dry & Refrigerated Vans, Platform Trailers, and Fleet Used Trailers), Diversified Products, through recently acquired Walker Group, and existing Wabash Composites, and Wabash Wood Products, and lastly Retail, servicing new and used truck parts, services, and sales. Given the company's tailwinds and expanding profitability, the stock represents a reward/risk ratio as high as 7:1.

Investment Thesis & Catalysts

My investment thesis is based on three catalysts: The continuing tailwinds provided by the North American trailer cycle, the company's ability to drive profitability and margin expansion, and the benefits...

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