GLG News by Armored Vehicles Experts

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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?

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Defence Industry Unwinding

October 28, 2010

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.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Military Vehicle Manufacturers: Who Will Get the Business?

February 18, 2010

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.

Jeff MoserPresidentWest Branch LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Navistar Hedges its Emissions Bet with Amminex

January 8, 2010

Navistar Invests in Ammonia-Based Emissions Technology | www.truckinginfo.com

Having spurned Urea SCR for 2010 EPA NOx standards Navistar now sees a need to field a competitive solution beyond its EGR strategy.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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

October 8, 2009

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.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Heavy Duty Truck Manufacturing: Where and When to Invest?

September 17, 2009

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.

Jeff MoserPresidentWest Branch LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Dow Ag interest heating up again

June 22, 2009

ChemChina Taps JPMorgan for Dow Chemical Unit Bid | www.cnbc.com

Dow's hand is forced regarding more divestitures to pay down ROH leverage.  The only uncertainty is whether units like Ag will be sold outright or into a JV entity.

Jeff MoserPresidentWest Branch LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

SCR Goes to Court

June 4, 2009

SCR court battle heats up | fleetowner.com

Navistar has petitioned a Federal court to overturn EPA certification of competitors' SCR systems for 2010 NOx compliance.  This could signal issues with Navistar's EGR only strategy as they seek to postpone the 2010 deadline.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Heavy Duty Truck OEMs: Where & When to Invest?

June 2, 2009

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? 

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