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

Allison Transmission Hoping To Steer Around Declining Truck Orders

About the only nice thing I can say about Allison Transmission's (NYSE:ALSN) performance since my last article on the company is that the shares haven't done as poorly as many other vehicle parts and components companies. Weak energy and commodity-related markets have definitely done some damage to Allison's business in the short term, and the company's progress with share growth in areas like Class 8 metro and non-U.S. On-highway trucking has been sluggish. Add into that the appearance of the North American trucking market rolling over (including very weak Class 8 performance and shrinking bus demand), and I can understand why investors have sold out and moved on. This is a tough time to consider buying Allison ...
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