In the doom and gloom of today’s market, investors need a bright spot, some place where profits could come easy to companies who find themselves in the right place at the right time.
On Thursday’s show, Cramer laid out the coming bull cycle in trucking, and the rationale goes like this: During the recession, companies weren’t building enough trucks, and now truck fleets around the country are aging and they’ll have to be replaced. The second force pushing this trend is that trucks will need to comply with environmental regulations and new trucks are the immediate solution. Cramer points out that the backlog has increased to 90,000 units, which is the highest number since December 2006.
For these reasons, Cramer is looking at Navistar . And what better way to get the company’s perspective than to speak with the CEO, Daniel Ustian. Check out the video below for the full interview!
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