Wells Fargo had a nice piece of research today, but you had to go to page 57 for the Truck Dealer Channel Check. They see a multi-year sector recovery, in the second half this year and CMI is the best of the lot.
Look at Ford today. The best of the lot gets the business.
For option junkie speculators, check out the the Jan 49s at .65, as a throw away bet, that the bulls start taking CMI.
And CMI is also a play on railroads.
Far Go 5
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