Auto Components

  • The Biggest Auto Parts Retailer Is Also The Best Investment

    By Matthew Frankel - February 20, 2013 | Tickers: AAP, AZO, ORLY, WMT

    AutoZone (NYSE: AZO) is the leading specialty retailer of automotive parts and accessories, with about 5,000 stores throughout the United States and Mexico and about a 19.6% market share.  Investors in AutoZone have done very well; thanks to steadily increasing revenues (see below), better margins, and one of the best share repurchase programs I have seen in the entire market. 

    AutoZone actually flourished during the latest recession, as more »

  • Best Derivative Plays On The Auto Industry

    By Marshall Hargrave - February 6, 2013 | Tickers: DLPH, JCI, SIRI, GT, X, VC

    In trying to find the best ways to play the upcoming rebound in autos, I have found five stocks that are great ways to diversify beyond your typical Ford or General Motors investment. These include auto parts and components companies, all of which may well provide much better growth opportunities than either Ford or GM. With the average vehicle on the road being over ten years old, the highest in more »

  • An Indirect Way To Play The Automarket

    By Rupert Hargreaves - January 28, 2013 | Tickers: KMX, CTB, MGDDF, GT

    The economic recovery is under way across the US and China is also starting to recover.

    I believe one of the best ways to play the recovery is through the demand for new cars which is already starting to pick up. However, in my opinion the auto stocks such as Ford and GM are too risky, with much more cyclical exposure than I would like. The alternative to auto manufactures more »

  • Are You Foolishly Playing the PEG Game?

    By Justin Carley - January 28, 2013 | Tickers: AZO, BWA, GRMN, SYK

    Valuation is the single biggest factor to successful equity investing.  Whether it is individual names or a diversified index fund, valuation is the key factor to long-term return expectations.  The Achilles heel of using valuation when doing security analysis is its horrible track record during shorter intervals.  Although short by historical standards, a stagnant or declining stock price that persists for one, two, or even up to five years can more »

  • 3 Stocks to Rev Your Portfolio in 2013

    By Justin Carley - January 11, 2013 | Tickers: BWA, HAR, JCI

    Investors looking to rev up their portfolios in 2013 should strongly consider adding exposure to the auto part manufacturers.  This sub-industry was on many buy lists heading into 2012 due to strong improvement in auto sales following the depths of the Global Financial Crisis.  These recommendations were likely a year early and 2013 is poised to be the breakout year.  The Russell 1000 Auto Parts Index finished 2012 with a total return of 14.8% versus 16% for the S&P 500.  But it was a tale of two halves.  Through the first seven months of the year, the auto suppliers trailed the S&P 500 by a resounding 16%!  In the final five months they soared 22% against a modest 4% advance for the S&P 500.  This relative performance gap is in its early innings and substantial upside still lies ahead thanks to robust fundamentals and attractive relative valuation.  Below are three reasons why auto part manufacturers will outperform in 2013 and a couple accompanying investment recommendations. 

  • Can You Build a High-performance Portfolio From These Stocks?

    By Chris Hodge - November 29, 2012 | Tickers: ALSN, ALV, BWA, LEA

    The auto parts industry is a big deal. There's a good chance you've trusted your safety to some of the parts made by at least one of these companies lately. But I've noticed over time that good products don't always mean good companies producing them. So let's pop the hood and see what's inside.

    Well-entrenched is a Good Thing

    There aren't many heavy more »

  • Auto Parts Firms can be Undervalued Despite Weak Competitive Positions

    By Cary Tsoukalas - August 10, 2012 | Tickers: CVR, JCI, LEA, TEN, TRW

    At Valuentum, we think an in-depth understanding of the long-term structural characteristics of an industry is key to being able to capitalize on the most interesting companies that score high on our Valuentum Buying Index (our stock-selection methodology).

    As many investors can attest to, the automotive industry is highly cyclical. It depends on a number of factors, including general economic conditions and consumer preferences, which can be fickle at times more »

  • Is TRW Automotive a Buy?

    By Soroush Pour - August 10, 2012 | Tickers: ALV, ETN, ITW, TRW

    In 2012, shares of TRW Automotive Holdings (NYSE: TRW) have returned more than 30%, outpacing the the auto parts industry average (-1.38%), and peers like Illinois Tool Works (NYSE: ITW)Eaton Corp (NYSE: ETN), and Autoliv (NYSE: ALV).  Predominantly a manufacturer of automotive safety systems, the company also supplies braking and steering components to its clients.  Accounting for nearly half of the TRW’s total revenue are three major more »

  • Why I'm Buying this Iconic American Brand

    By Matthew DiLallo - July 7, 2012 | Tickers: ALV, F, GM, GNTX, TM

    In today’s trade for the “No Drip, No Mess” Portfolio we’re going to use a very strategic approach to acquire shares of an iconic American brand.  We’ll use a combination of options and direct ownership as a way to smooth out the volatility as we begin to back out of the driveway and invest in Ford Motors (NYSE: F). While there is a lot to like about more »

  • A Gift for Dad this Father’s Day – Buy Ford NOW!

    By Tim Brugger - June 1, 2012 | Tickers: F, GM, HMC, TM, VLKAY

    For the momentum investor this will sound absurdly optimistic, but coming off the worst month for the markets since the Nixon administration (okay, that’s a bit of an exaggeration) – and then the recent disappointing economic numbers – investors should be absolutely ecstatic. It just doesn’t get much better than this.

    Case in point – the economy added 69,000 jobs last month – well below expectations, and the nation’s unemployment more »

  • The Week that Was: Intel, Ford, Google and (ugh) Facebook

    By Tim Brugger - May 28, 2012 | Tickers: FB, F, GOOG, INTC

    Even with the Dow’s poor performance on Friday – and the week as a whole - all is not lost. Friday’s announcement of consumer confidence numbers should have been enough to leave investors cheering. The highly anticipated Thomson Reuters/University of Michigan index rose to 79.3 – the highest level in over four and half years. That’s huge, particularly when you consider consumer confidence is what drives the U more »

  • Europe and China Got You Down? Ford Will Ease Your Pain

    By Tim Brugger - May 23, 2012 | Tickers: F, GM, HMC, TM

    Based on investor feedback and the sell off these past couple of weeks, it’s safe to say most everyone is disappointed. The domestic markets have essentially brushed aside a slew of positive economic data here at home to - once again - focus on China, Greece and Europe in general. ‘Tis a shame really - even the U.S. housing market is beginning a slow but steady turnaround, and that’s on more »

  • Advance Auto's Outlook Brings Pain, but Not for Too Long

    By Harsh Chauhan - May 22, 2012 | Tickers: AAP, AZO, ORLY

    It was a torrid Thursday last week for aftermarket retailers after Advance Auto Parts (NYSE: AAP) missed earnings estimates and issued a depressing guidance. Advance Auto lost a massive 20% of its value in a single day and its negativity rubbed off onto its industry mates. Advance Auto’s report triggered a sector wide sell-off that saw AutoZone (NYSE: AZO) lose 6% and O'Reilly Automotive (NASDAQ: ORLY) drop some more »

  • The Week That Was: Ford, GM, Honda, Chesapeake Energy and Wal-Mart

    By Tim Brugger - April 30, 2012 | Tickers: CHK, F, GM, HMC, WMT

    Even as investors rummage through the earnings data from last week – let alone a couple of less-than-flattering stories about corporate snafus – others are bracing themselves for a week of economic data that is sure to impact the markets and keep folks buzzing.

    On tap in the next several days are a slew of key reports, ending with Friday’s employment results that’ll put a capper on what is sure more »

  • Chrysler Sales Just the Tip of the Iceberg

    By Tim Brugger - April 4, 2012 | Tickers: FIATY.PK, F, GM, VLKAY

    If you’re an automaker investor or are simply keeping an eye on the industry for opportunities, Chrysler’s March sales figures announcement must have been awfully sweet. With an across the board 34% increase in sales for the month it’s hard to imagine anyone being disappointed. The only downside – if you can call it that – is being a division of Fiat (NASDAQOTH: FIATY.PK) investors aren’t able more »

  • Stock Upgrades And Downgrades From 2011/12/15

    By DividendYields - December 16, 2011 | Tickers: ANIP, BWA, CTAS, CCNE, FSLR, ITC, KIOR, LRCX, LEAP, LUFK.DL, LAVA, NYCB, NVLS, SWKS, TMUS, TE, VPHM

    Upgrades and downgrades are positive (negative) changes in the rating of a security. An upgrade is usually triggered by a steady improvement in the fundamentals and financials of the entity that has issued the security. Downgrade ratings are vice versa. Changes in the analyst rating could hit the company’s stock price significantly. Watch out the current rating decisions. Here is a current list of recent company upgrades and downgrades more »

  • Ford Keeps Looking Better and Better

    By Tim Brugger - December 12, 2011 | Tickers: F, GM, HMC, TM

    A Cyclical Stock With Strong Fundamentals

    Ford Motor Company (NYSE: F) is one of America’s oldest companies and a bellwether of the automotive industry. But as a cyclical stock, F is subject to much of the same craziness as other stocks that rely heavily on macro economic factors and industry sentiment. As we know, neither of those market drivers has given investors anything to cheer about for what feels more »

  • An Analysis of Barron’s 10 Stocks for 2012- Part II

    By Justin Carley - December 12, 2011 | Tickers: CMCSA, FCX, GD, EWH, EWT, LEA, PG, STX, STWD, WDC

    Yesterday I highlighted five of Barron’s ten stocks for 2012 and whether you should follow their advice or swap into a different stock.  Today I will go over their last five recommendations. 

  • Price The Market Part 6

    By Glen Bradford - December 8, 2011 | Tickers: CEDCQ, GPC, HOG, HAR, HAS, HD, GT

    Hi, my name is Glen Bradford and I finally decided to undertake an idea that I've had for quite some time. I have decided to price the S&P500.

  • Price The Market Part 7

    By Glen Bradford - December 8, 2011 | Tickers: BAC, IGT, JCI, KSS, BID, IPG

    Hi, my name is Glen Bradford. I am taking the time to price the S&P500 because I believe it to be worth my time.

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