Wabco Holdings (WBC:NYSE, $73.85, 1,500 shares, 3.41%) INDUSTRY SECTOR -- INDUSTRIALS: The company posted a blowout report this week and raised guidance for the second time in two weeks. Sales and operating margins were ahead of plan as the company continued to win new contracts, gain market share and execute nicely on its productivity program, which more than offset the higher inflation costs. Western Europe led sales growth with 72% growth, and North America's 38% production growth was much stronger than expected. This remains one of the most compelling secular growth stories in safety technology within the truck industry. Earnings, revenues and margins continue to move higher and remain conservative in my view.