Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Cummins Revving Up For The Next Truck Cycle

There's no doubting now that the operating environment for the North American Class 8 truck industry is getting better, and Cummins (NYSE: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 generati...

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