June 1, 2017 | 8:41 AM by Fahad Khalid

First Read – June 1

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January 2, 2016 | 12:31 PM by Fahad Khalid

NAFTA Class 8 Sales to Decline by 25% Y/Y in 2016

Among all macro data points in Q4, the one that stood out clearly was sharp deterioration in NAFTA Class 8 Truck Sales. Morgan Stanley is predicting another 25% decline in…

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November 6, 2015 | 12:28 AM by Fahad Khalid

Notable Option Activities (NE, CMI)

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October 21, 2015 | 8:56 AM by Fahad Khalid

Ideas from Goldman (AMZN, CMI, CPN, ROST, JOY)

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October 19, 2015 | 7:53 AM by Fahad Khalid

Ryder Sheds Light on Weakening Truck Market

Ryder pre-announced lower 2H15 results, partly on account of “less robust” conditions in the used vehicle markets. Its comments relating to a trailing-off in Sept (in terms of both used…

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