I believe $NGA will easily be, or be better than $PCAR!!!
S
Special dividend is going to be $.70 this year. Far short of last year's $2.00--even PCAR couldn't over come the impact of the Corona virus.
Neutral
b
hoping for a stock split...3 for 2 always happens when stock above 80 for some time
E
Looking for another $2.00+ Special dividend before Christmas.
Bullish
O
PATIENCE is a Virtue
Roll them H Trucks already.
Bullish
P
Thanks for the early Christmas present Paccar $2.30 special dividend is very generous. Management has done an excellent job over the years. Keep up the good work.
Bullish
l
PACCAR (PCAR) reported record annual revenues and profitability in 2018 and has achieved an impressive 80 consecutive years of net income,”
S
That time of year when Board of Directors will be considering the special dividend. Anyone care to speculate on how much? Will be hard to beat last year's $2.00/share.
Neutral
m
testing!! does anyone read this? why they down turn on good earnings?
S
Special dividend this year is $2.00/share payable January 4. This has to be largest special dividend in company's history! Merry Christmas & Happy New Year to all PCAR shareholders.
S
Continues to be undervalued.
P
2020 truck market projections look to shave 30% off of current production rates. Hold onto your hats next quarter.
Bearish
P
How about this for timing? Morgan Stanley just raised their target price from $64 o $67 while the stock is over $82. Genius.
M
300 million share buyback & earnings to double this year. If all it’s competitors similarly valued they should consider acquiring one of those.
J
Such a great company. This is a core holding, good growth over time and when the stock struggles, take the a cumulated dividends and buy more.
J
I think I'll definitely be able to start a long position near 60 after the next 2 quarterly earnings... q1 will not look horrific, but q2 forward doesn't look good to me. Build rates are dropping as well as overall demand. Skirt through election year with potential downturn in 2021 or later seems to cap any upside on this position near term. imo
J
In this week's Barron's Roundtable, Mario Gabelli recommends PCAR as an infrastructure play. His firm's earnings estimate is $6.20 per share in 2019, up from $5.10-5.20 this year and $4.40 in 2017. He also indicates that he thinks PCAR and IVECO, as two of the smaller European truck producers, will combine operations. Not sure I'd want PCAR to take on IVECO's problems, but PCAR did manage to turn DAF around so it might work. But at what price and on what terms? He doesn't offer any insight or opinion except that he thinks Sergio Marchionne would like to deal with IVECO (with a puny six percent market share) before he steps down.
Y
PCAR reached a new All Time High at 79.58
T
Street reaction to CAT earnings seen as peak of cycle. DE, CMI PCAR (anything on wheels) down in reaction. Bought more this morning as PCAR, at least is not at peak, has lower p/e and better balance sheet than others mentioned.
Roll them H Trucks already.
He also indicates that he thinks PCAR and IVECO, as two of the smaller European truck producers, will combine operations. Not sure I'd want PCAR to take on IVECO's problems, but PCAR did manage to turn DAF around so it might work.
But at what price and on what terms? He doesn't offer any insight or opinion except that he thinks Sergio Marchionne would like to deal with IVECO (with a puny six percent market share) before he steps down.