• It's Here!

    Etf Pro

    Get the big financial market moves right, bullish or bearish with Hedgeye’s ETF Pro.

  • It's Here


    Identify global risks and opportunities with essential macro intel using Hedgeye’s Market Edges.

Over the past year, Navistar (NAV) has lost considerable class 8 market share in the trucking sector. In August, Industrials Sector Head Jay Van Sciver noted that Navistar would likely lose significant market share following quality and strategy challenges. In turn, PACCAR (PCAR) is poised to pick up the pieces, turning Navistar’s loss into PACCAR’s gain by picking up market share that Navistar lost. PCAR will likely see the benefits of higher market share in 2013 and the stock remains one of our top long ideas.

PCAR: Turning A Loss Into A Gain - NAV