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Allison Transmission: Into Overdrive

We continue to favor overlooked ‘picks and shovels’ companies with solid fundamentals trading at attractive valuations.

United statesAuburn hillsFred bohleyIndianapolis public transportation corporationSanta clara valley transportation authorityInnovation centerUs department of defense doEnvironmental test centerHoldings incJohnson controlsGen flexMetropolitan evansvilleTransit systemVehicle electrificationGlobal electric bus market forecastLean into electric

D R Horton: Built To Profit From Long-Term Tailwinds

This homebuilder has the largest share of the U.S. homebuilding market and superior profitability to peers.

Holdings incMi homes incTaylor morrison home corpAnalyst technologyMy firm roboSmead value fundGreen brick partners incTri pointe homes incHovnanian enterprises incBeazer homes united states incPultegroup incFederal reserveMeritage homes corpNational association of realtorToll brothers incLennar corporation

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