Mr. John Oltesvig

GLG News by Mr. John Oltesvig, President

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

Navistar: Solid American Investment?

January 25, 2011

Navistar market share has been down in recent reports. Why is there a significant move in the truck market away from Internationals to the competition recently? CEO Ustian is looking for a 2011 truck market up 25% over 2010. The military market has been the silver lining for Navistar keeping profit and cash flow in good stead throughout the deepest and lengthiest truck business down cycle in history. Is Navistar a solid American Investment?

Defence Industry Unwinding

October 28, 2010

Analysis of:Why The Defense Industry May Never Bounce Back | blogs.forbes.com

One change in American industry may be the cyclical unwinding of the traditional industrial-military defense business. This trend could be felt not only in companies dedicated to the defense industry but also by non-defense companies who owe their very survival through the Great Recession by their diversification into the military realm.

Commercial Vehicle Outlook: We Have Seen That Movie Before!

June 10, 2010

When you decide buy, hold, short or fold investments in the commercial transportation industry, please talk to some of us who have seen the current business cycle through the dire straits of the early 1980's.

Military Vehicle Manufacturers: Who Will Get the Business?

February 18, 2010

Analysis of:Navistar Taps $752 Million Contract For MaxxPro Dash MRAP Vehicles | www.truckinginfo.com

This may be considered the golden age of the military vehicle. There are military vehicle orders in the pipeline which will dwarf the MRAP business of the past two years.

Commercial Diesel Truck Sales: "It's Cheaper to Keep Her"

October 8, 2009

Analysis of:Truck Orders Continue to Rise | www.truckinginfo.com

Smart investors in truck manufacturers' stocks know when to buy, short, hold or fold at a time when stock prices may be significantly ahead of the truck market.

Heavy Duty Truck Manufacturing: Where and When to Invest?

September 17, 2009

Analysis of:ACT Research: Weak truck sales until 2010’s second half | fleetowner.com

When will heavy truck sales return to North America and Western Europe, the world’s two leading markets for heavy duty trucks? What manufacturers will be the winners when sales return? Will the recovery be V-shaped or U-shaped?Since heavy truck sales lag all other economic indicators, North American truck sales will continue to fall this year and next year. Unemployment is the lagging economic indicator to watch. It will grow into the low double digits in the U.S. this year and remain high next year. Heavy truck sales will follow the inverse trend of unemployment.

Heavy Duty Truck OEMs: Where & When to Invest?

June 2, 2009

Analysis of:Volvo chief expects recovery in 2010 | www.ft.com

- Over the past two years, the heavy duty truck market has been sucking gas both in the NAFTA markets as well as in the second largest market, Europe. - Asian heavy duty truck manufacturers such as Sinotruk continue to invest in the future while non-Asian manufacturers have been trying to align supply with demand by closing plants and union worker layoffs. - Where and when should you invest your money in the heavy duty truck industry? 

M&A Keeps on Truckin'

February 27, 2009

Analysis of:Freight Outlook Deteriorates Further | www.truckinginfo.com

There are too many truck manufacturers globally and after more consolidation, you will see stronger companies emerging by 2010 and 2011 into a global market starved for trucks to replace aging fleets in NAFTA the Eastern and Western Europe.

Recession: Heavy Truck Sales Go Down First Come Back Last

January 29, 2009

Analysis of:FTR December Numbers Show Class 8 Orders Lowest Since September 2006 | www.truckinginfo.com

It will be a long recession in the heavy duty truck industry.  Historically big truck sales fall off before cars and light truck sales and do not return until many months after car and light truck sales return.  If you look hard enough though, you can find some exceptions down the road. 

NAV Takes Pricing Leadership Position

July 17, 2008

Analysis of:Navistar Raises Prices on Trucks | www.truckinginfo.com

The NAFTA market for medium and heavy trucks could not be more dismal.  It is refreshing to see Navistar take a leadership pricing position in the industry.  The MaxxPro success has provided the breathing room for Navistar to raise prices in a down market.

CAT Navistar Truck JV a Logical Deal

June 18, 2008

Analysis of:Daimler Expands Engine Offerings | www.todaystrucking.com

Navistar has produced vehicles for one of its major medium duty competitors for several years.  The new JV with CAT is a logical next step.  First came medium truck manufacturing in Escobedo Mexico for Ford a few years ago.  Then came the announcement last year for Navistar production of Chevy and GMC medium duty trucks in Springfield, Ohio.  Now Navistar production of CAT branded trucks.  This is an excellent synergistic move for CAT and Navistar which will bear significant long term benefits for both companies. 

A Unique Investment Opportunity as Oil Prices Soar: MEMC Electronic Materials

June 9, 2008

Analysis of:Oil prices jump $5 as dollar falls; average gas price near $4 | www.usatoday.com

Investors who have not bought a ticket for tapping into the opportunity created by the falling dollar, the rising cost of petroleum or alternative non-fossil based energy sources can still jump onboard a train which has left the station but they will need to get on board soon as this train is accelerating.  Investors in companies which support the non-fossil alternative energy market will be handsomely rewarded. The problem is that many investors do not recognize these companies and must understand that, in the mega-shift to green alternative energy sources, what they believe about some old companies may not be true because their mainstay business has topped-out.  In the greening energy market, investors must fathom the unfathomable about these old companies and not be led by what seem to be over-valued stocks based on the current stock price-to-earnings ratios. 

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