8+ hour, 53+ min ago  (501+ words) What if the next infrastructure winners aren’t AI ones? Let’s grade stocks in an overlooked sub-sector. Everyone wants a piece of the companies that provide the infrastructure for our future. Not just AI infrastructure, but infrastructure in general. What if…...

1+ mon, 5+ day ago  (495+ words) The intersection of rising utilization levels, a pending EPA emission mandate, and the One Big Beautiful Bill have us making this move. After you receive this Alert, we will buy 520 shares of Paccar (PCAR) at or near $115. This is a…...

1+ mon, 1+ week ago  (342+ words) 2026 North American industry orders are picking up, as is U.S. truck tonnage data. Today we are adding heavy-duty and medium-duty truck company Paccar (PCAR) to the Pro Portfolio Bullpen. While not a household name, Paccar is the second-largest U.S. heavy-duty truck manufacturer…...

2+ mon, 1+ day ago  (542+ words) The Supreme Court ruling favors trucking outfits that handle their own logistics. The big names behind big rigs received some good news on Thursday. As a result, trucking stocks shot higher, and may have additional upside ahead. The U.S. Supreme Court…...