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Tag: CMI

We’re Initiating a New Position in a Trucking Play

Avatar photo Chris Versace on June 11, 2026

PACCAR (PCAR)

The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move.

Looming Mandate Could Be Big Deal for New Bullpen Name

Avatar photo Chris Versace on June 10, 2026

If history holds, we are likely to see mandate pre-buying for the latest addition to our bullpen.

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