• Will the AutoParts Industry Recover as Car Sales Rise?

    By roman parisieri - August 29, 2013 | Tickers: ALV, GPC, JCI

    The car industry continues to show improving signs. The US market posted a 15% increment in car sales, while the Chinese posted a 10% rise, and four out of the Big Five Europeans combined a 4.5% growth. Repercussions across the auto parts were varied. Let us investigate how such growth affects an auto parts market giant, like Johnson Controls (NYSE: JCI), a regional distributor, Genuine Parts (NYSE: GPC), and more »

  • Strong Supplier Earnings Suggest Booming Autos Growth

    By Will Chavey - August 8, 2013 | Tickers: ALV, DLPH, F, TEN, TM, TRW, VC

    A little over a month ago, Scotia Bank released a global auto report, predicting a modest-but-respectable 4.3% uptick in auto sales for 2013. As second quarter earnings reports roll in, it might be time to question whether that’s a bit low.

    Auto manufacturers themselves calmed investors with strong second quarters, but the correspondingly robust quarter for their suppliers promises repetition of that success later this year. When suppliers more »

  • Yet Another Way to Profit From Growing Auto Sales

    By ANUP SINGH - August 7, 2013 | Tickers: ALV, DLPH, TRW

    Autoliv (NYSE: ALV), a manufacturer of automobile safety equipment, has a global client base and a reputation of being an innovative company. It delivered new products in eight out of 10 years since 2003. This company, in my opinion, has the potential to grow its profits much more rapidly than the auto industry as a whole during the coming years, as the auto industry is already on a roll. Plus more »

  • Looking for Another Way to Benefit From Auto Sales? Watch This Stock

    By ANUP SINGH - August 5, 2013 | Tickers: ALV, DLPH, TRW

    TRW Automotive Holdings (NYSE: TRW) supplies components, automotive systems, and modules to automotive OEMs and related aftermarkets. Three major customers of TRW are Ford, General Motors, and Volkswagen AG, with these three together accounting for nearly 50% of its revenue.

    In addition, TRW’s products also find their way to Europe and Asia through OEMs and independent distribution networks. With the auto market being on a good run in the more »

  • This Company Ensures a Safe Ride for Both Passengers and Investors

    By Mark Lin - August 2, 2013 | Tickers: ALV, DLPH, TRW

    Nobody will want to buy a vehicle from an automobile manufacturer that is in the news for several fatal car accidents involving its cars. That explains the superior bargaining power of suppliers of automotive safety products. Autoliv (NYSE: ALV), the largest supplier of automotive safety equipment globally, has an excellent track record of profitability, which is the direct consequence of high customer switching costs.

    Critical nature of products leads to more »

  • Earnings Not to Miss This Week

    By Damon Churchwell - July 17, 2013 | Tickers: APH, ALV, COL, SWY

    Perusing the scheduled earnings releases for July 18 and July 19, I found some companies from sectors I believe will fare well during the second half of 2013. The results should serve as guidance as to whether my belief is correct. Here's a rundown of what to expect, including the earnings estimate and what supports each firm's numbers.

    Commercial aerospace a boon to profits

    Reporting on July 19 more »

  • Autoliv is a Growth Stock Hidden in a Mature Industry

    By John Park - July 11, 2013 | Tickers: ALV, GNTX, TRW

    When most investors think about the auto parts industry, they tend to envision a mature, cyclical industry that grows at roughly the same pace as GDP and lacks attractive growth opportunities. However, adopting this kind of mainstream perspective may cause investors to overlook Autoliv, Inc. (NYSE: ALV), a manufacturer of automobile safety equipment that has a long history of innovation and, in my opinion, the potential to grow its profits more »

  • A Deeply Undervalued Play on the Auto Market

    By Daniel James - July 8, 2013 | Tickers: ALV, DAN, LEA

    In a few earlier articles, I highlighted the prospects of companies that produce auto parts, arguing that this industry may offer better growth prospects compared to traditional automotive stocks. While there are a great number of choices in this segment, one stock in particular stands out at the moment due to its rock-bottom valuation and impressive growth. Lear Corporation (NYSE: LEA) looks like an excellent play on the auto industry more »

  • Automotive Suppliers: Performance Review, Part One

    By Vanina Egea - May 31, 2013 | Tickers: AXL, ALV, MGA

    Times are changing for automotive suppliers. Increased customer preferences for light passenger vehicles, especially in emerging markets, and new safety regulations are driving production modifications. On the other hand, the U.S. construction sector is showing signs of recovery, which means that more trucks and light trucks will be sold at least in America. However, stricter government regulation and higher demands from clients is putting a cap on margins and more »

  • 2 Auto Suppliers to Buy, 1 to Hold

    By Zain Abbas - May 30, 2013 | Tickers: AXL, ALV, VC

    Auto-supplier stocks have been flying on the back of a booming US auto industry. Suppliers of different auto components have seen their profits multiplying as auto sales have been climbing as a result of easy credit, a high average age of cars on the road and rising replacement demand.

    However, it is interesting to note that not every auto-supplier stock has witnessed an appreciation of the same magnitude – this shows more »

  • Avoid European Blues With These Auto Stocks

    By Jacob Wolinsky - May 6, 2013 | Tickers: ALV, TEN, VC

    Like most other manufacturing industries, automobile production follows a cyclical pattern. As the markets are largely positive for buyers and car making companies in the United States, vendors to auto companies such as Autoliv (NYSE: ALV), Tenneco (NYSE: TEN), and Visteon (NYSE: VC) are also benefiting.

    Low interest rates will continue to fuel this boom in vehicle sales, but the key for investors is to focus on companies which have more »

  • Three Automotive-related Earnings Releases to Watch

    By Damon Churchwell - April 24, 2013 | Tickers: ALV, SUP, TRW

    Domestically, automotive related demand has allowed for the economy to remain steady, while other sectors have stumbled in early 2013. In addition to the major automakers, suppliers to the industry are the likely beneficiaries of this sales expansion.

    As the crux of earnings season is upon us, several of these entities will be posting results. The reports may provide insight as to the possibility of a continued surge in sales more »

  • Turn to Auto Parts Manufacturers for Growth

    By Daniel James - April 22, 2013 | Tickers: ALV, DAN, TRW

    With the US auto market back in top gear, investors are once again favoring the sector. Sales numbers are picking up substantially as buyers unleash pent-up demand upon the market. Most analysts who write about the car market focus on the major US auto manufacturers as a means of getting in on this trend. However, investors often overlook a number of companies that provide those automakers with parts and support more »

  • What Should You Do With TRW After Huge Insider Selling?

    By Anh HOANG - March 27, 2013 | Tickers: ALV, DLPH, TRW

    In the past six months, insiders of TRW Automotive (NYSE: TRW) have sold more than 10.3 million shares of the company in 13 transactions. Notably, its Chairman and CEO John Plant has sold more than 101,000 shares of the company since the end of Feb. 24, with the total transaction worth of around $5.9 million. Blackstone Group also sold more than 9.2 million shares in the more »

  • The Best Dividend Paying Auto-Parts Stocks

    By Nauman Aly - March 8, 2013 | Tickers: ALV, GNTX, GPC

    For this article I've researched dividend paying companies in the Auto-Parts Industry. Also, to make sure I find the best gems, all three stocks mentioned in this article comply with the following criteria:

    • Market Cap of more than 500 million and an average volume of at least 250K = Low Volatility = Low Beta
    • Price greater than $10
    • Cash per share and current ratio greater than 1.5 = Good Liquidity = Dividend more »
  • My Best Bet on the Auto Industry

    By Masam Abbas - January 21, 2013 | Tickers: ALV, F, GM, GNTX, HMC, TSLA, TM

    The auto SAAR has recently been flying high. This has definitely increased investors’ interest in the auto stocks. However, in this situation, it should not be forgotten that the same companies that are enjoying a surge in sales in North America are taking a beating in Europe due to adverse economic conditions.

    Which Auto Stock to Buy?

    Though the North American market gives us an option of trading in plenty more »

  • This Stock is Already Up Over 75% in 2012, Do You Own It?

    By Meena Krishnamsetty - December 31, 2012 | Tickers: ALV, DLPH, JCI, LEA, VC

    Delphi Automotive (NYSE: DLPH) is a vehicle components manufacturer that provides electrical and thermal technology for autos. Although Delphi is already up over 75% year to date, we still see room for growth in 2013.

    Delphi's 3Q EPS results came in at $0.84 versus $0.72 for 3Q 2011. Strong future performance is expected to come from its recent Marvell Technology acquisition. The auto company plans to spend more »

  • Insiders Are Dumping This Auto Parts Company

    By Meena Krishnamsetty - December 6, 2012 | Tickers: ALV, DLPH, JCI, LEA, VC

    We believe that insiders have the greatest insight into the fundamental health of a company, and so we follow closely insider transactions. It has been shown that insiders tend to outperform the market by as much as 7% annually (read more about how this strategy can boost your returns).

    In a recent Form 4 filing with the SEC, four directors were selling off shares of Delphi Automotive (NYSE: DLPH). These more »

  • 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 »

  • Are There Any Good Buys in the Auto Parts Industry?

    By Meena Krishnamsetty - November 28, 2012 | Tickers: ALV, DLPH, JCI, LEA, VC

    According to recent 13F filings by hedge funds and notable investors, it appears that the overall interest in the auto parts industry is robust, especially for Delphi Automotive PLC (NYSE: DLPH). We expect that the rising demand in U.S. autos will be the driving force in pushing the fortunes of auto parts suppliers higher. Despite a slow global economy, the average age of vehicles - currently around 11 years old more »

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