I'm going to put a decent chunk on SEP dated options and continue to accumulate until they report earnings. Ichan jumping in (at what I'm sure is going to be 20% soon), Cummins comments on their CC... somebody must know something for this to be a $35 stock right now. If all these bets are wrong, oh well... just wondering if I'm the only one sniffing something here???
Ichan has been losing money in his big investments in recent years, seems to me.
NAV -- Might be poised for a rebound now that NAV is using Cummins (CMI) engines that meet new EPA emission limits on nitrogen oxides.