Expectations are now high for PACCAR, and the company disappointed back in July when it announced earnings that more than doubled from year-ago levels but still fell short of analyst projections. With shares at fairly lofty levels -- more expensive than rival Navistar (NYSE: NAV) on an earnings multiple basis -- PACCAR needs to see continued growth to justify its current valuation. If it gets that growth, it could easily climb out of the basement and up toward perfection quite quickly.