The "WOW" reaction is justified, and you need only to look recent financial results to see why stock is soaring. Revenues for 2013 are down 3.9% from 2012. Profits for 2013,however, are up 5.7% over 2012. In short, PCAR is making more money on less revenue. This is due to cost cutting and efficiency gains ,and PCAR has become a lean & mean profit machine. The market is looking for revenue growth in 2014, and a higher percentage of these new revenues should flow right to the bottom line because of operating improvements.
This frequently happens to companies recovering from a recession. I'm not saying PCAR got "fat and happy", but, going through hard times has a way of getting you to focus on getting rid of fat and deadwood. This process is not fun to go through but is usually very healthy in the long run.
this sounds like the co. had an overt step forward in efficiency after you retired your non helpful position. "fat and deadood" is quite a self depiction. did u think u leaving would go unnoticed? "wow" is a word that is ambiguous. and you fit the "wow" factor definetly. lets see if they take off after u left. it seems things are already running smoother after dumping pigott and you left. this means the time before YOU got there and AFTER you left are already more efficient. to the point of noticeable. your 2 word description fits you and the pig like a glove on a hand. just think what they could do with a decent workforce like the money machine they had in tennessee. facts are nobody's friend or enemy. they're just facts. take a look i the mirror and get a good look at deadwood and fat. obvious moves are obvious to all.