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GLG News Analyses of the following article:

Truck Orders Continue to Rise

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Published at: www.truckinginfo.com

Regulatory Buying

October 21, 2009

GLG Expert Contributor

FTR Associates and Merrill Lynch both indicate that there has been an improvement for net orders of Class 8 vehicles over the last four months. The uptick includes orders for units in the United States, Mexico and Canada.

John Oltesvig, President

John OltesvigPresidentOEM SERVCO What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

October 8, 2009

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.

Jay Thompson, President and General Manager

Jay ThompsonPresident and General ManagerTransportation Business Associates What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Update: Mini-Truck Prebuy Continuing In September - Showing Up In All Classes

October 5, 2009

Premier freight & truck sales forecasting firm FTR Associates is showing us North America Class 8 truck orders were 10,817 trucks - increasing month-to-month since May’s 7,400. As we noted a month ago, our financing work shows it’s more of a mini-prebuy in front of 2010-compliant engine full introduction.

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