PCAR: Simply The Best
10/26/12 09:30AM EDT
Paccar (PCAR) remains our top long idea for the Industrials sector. The company is executing well, taking market share in a cyclically depressed industry and put up a solid quarter this week. As Navistar (NAV) struggles with customer perception of its engines and financial stability, PCAR looks to benefit from NAV’s share loss.

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