Investment Ratings Raised For Truck, Engine Makers.

J.P. Morgan said it has increased its ratings on truck and engine makers Cummins Inc., Navistar International Corp. and PACCAR Inc. to "buy" from "market perform." Analyst Gary McManus said the stocks already reflect a lot of bad news. "Industrial cyclical stocks tend to perform well coming out of weak economic conditions," he wrote in a research report.

"Several positive secular trends - including OEM consolidation and a de-coupling from the global auto market - could greatly improve industry returns."

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