With Commercial Vehicle Group (NASDAQ:CVGI) shares up about 25% year-to-date and 18% since my last article, I can't really complain as a shareholder. In that time period, CVGI's performance has easily outdistanced better commercial vehicle components companies like Cummins (NYSE:CMI), BorgWarner (NYSE:BWA), Allison (NYSE:ALSN), and Grammer (OTC:GMEGF). Some of this can be tied to the strong underlying growth in North American Class 8 orders, but I believe some of it is likely due to the recognition that Commercial Vehicle's new management team has a new, better vision for how to operate this company.
The question with a turnaround is when to take your winnings and move on. I have...
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