Have you seen Wabash(WNC) earnings? Shipped 16,900 new trailers last qtr. 1billion backlog. raised guides to 63,000-66,000 units shipped for next year. Class 8 looking pretty strong.
switch, Are you aware of anyone attempting to capture hydrogen from lead acid charge cycle? I am not thinking of EVs here, renewables storage.
In this sphere Tesla will find it's largest competitor to be Toyota with their new hydrogen powered vehicle. If you look at the Prius and it's high mileage gas/electric, it is not unreasonable to invision a electric/hydrogen vehicle. All fuel can be produced from renewables from this combination with potential for lighter vehicles and longer range. However this plays out Tesla, Plug and Toyota look to be in a really sweet spot.
Just CMT falls into that category in that it had a low PE when I bought it, but doesn't anymore. I guess with your stellar record you are probably capable of looking at the chart and figuring out why.
I believe the perception this is trading on is that Heatsaver will save all those So Calif swimming pools. I think that is a viable assumption.
If you are trying to second guess earnings release as I am you probably should factor in as I should have the extra workload for accounting that will be created by need to integrate recent acquisition into financials. A significant delay beyond what is common practice is a strong possibility.
Anything coming from me on that subject is just that a guess... .42? Seriously I'm not trying to be modest, just honest. I just don't have much of a feel for this.