The truck cycle is starting to show signs of improvement. Several data points have shown up recently with the most compelling being the ACT Heavy Duty Class 8 Industry wide data showing a 51% year over year increase in January units to 34,7000 vs. 31,800 units in December - the fourth consecutive month above 20,000 units and the largest figure since April 2011.
Year to date both Home Depot and Lowe's are off 7% on concerns about the lackluster demand from the consumer and the potential negative impact from the cold/wet weather that has been seen around the country in December, January, and the first part of February.
After a strong recovery in 2013 for the auto makers, the recent data points haven't been favorable for the group on fears of higher incentives, rising inventory levels and a fragile consumer.
Jill Malandrino and Stephanie Link discuss why the financial and industrial sectors could outperform around taper headlines.
Dan Dicker talks with Stephanie Link about the new disconnects in the oil market and how to play oil stocks.
Stephanie Link sees more room to grow in the auto sector, good visibility in aerospace, and big gains in truck demand.
Dan Dicker talks with Stephanie Link about why energy stocks with great quarterly results are receiving less than stellar investor interest.
Dan Dicker talks with Stephanie Link about the failed offshore auction in Brazil and what that means for other offshore oil stocks.
Microsoft will report revenue from its Surface tablets in its earnings report on Thursday. Stephanie Link reveals what she'll be watching.
Boeing climbs after beating estimates, while Caterpillar sinks on an earnings miss. Stephanie Link weighs in on the day's biggest reports.