• How Will a Tightened Monetary Policy Impact the Performance of Auto Companies?

    By Zain Abbas - June 19, 2013 | Tickers: BWA, F, GM

    Federal Reserve Bank Chair Ben Bernanke has recently been giving comments that suggest that the economy might soon be witnessing a tightened monetary policy. And it has been a common saying, that given that the weight of the economic world is on his shoulders, when Ben Bernanke hiccups, the stock market hiccups with him.

    Meanwhile, the U.S. auto industry has lately been flying. After some lower-than-anticipated sales figures for more »

  • Should You Invest in These 3 Auto Parts Suppliers?

    By Shweta Dubey - June 17, 2013 | Tickers: BWA, DLPH, JCI

    According to a report from KPMG, automobile companies are anticipating sales growth opportunities in Asian and North American countries, as European economies are struggling to come out of recession. Overall, global trends of the automobile industry are inspiring for auto-parts manufacturing companies, as the industry posted sales growth of 4% in 2012 year-over-year. The North American automobile market is expected to reach by 15.9 million units in 2013, which more »

  • Automotive Suppliers: Performance Review, Part Two

    By Vanina Egea - June 7, 2013 | Tickers: BWA, GNTX, TEN

    This is the second part of my review of the recovering automotive suppliers industry. The companies within this industry are facing an era of changing demand. Products need to be replaced and redesigned due to stricter safety and environmental regulations.

    Let’s review another three automotive suppliers are see how they are performing.

    Strong performance despite Europe's weak demand

    BorgWarner (NYSE: BWA) is a global supplier of motor vehicle more »

  • Is a Rebound Looming in Europe?

    By Zain Abbas - June 6, 2013 | Tickers: BWA, F, GM

    Is a rebound looming in Europe? It seems as if many investors believe this is the case, especially after April European light-vehicle registrations came in up 1.7% (on a year-over-year basis), representing the first positive increase for registrations in 18 months.

    What do auto players say?

    Comments from different management teams seem to reaffirm this view, at the very least suggesting stabilization. BorgWarner (NYSE: BWA) and Delphi Automotive noted more »

  • Four Companies with Large Exposure to Europe

    By Rupert Hargreaves - May 14, 2013 | Tickers: BWA, EA, HAR, MAN

    The recent Cyprus situation highlighted the fact the the Eurozone crisis is far from over and the continent's progress in recovering from its debt crisis, which first started to cause havoc in the markets nearly two years ago, is moving along at a snail's pace.

    Having said that, it appears that the majority of the world has lost interest in the Eurozone, focusing instead on improving economic data more »

  • 3 Auto-Parts Companies to Buy Despite Heavy European Exposure

    By Zain Abbas - May 7, 2013 | Tickers: BWA, GNTX, TEN

    A declining European economy and the recent debt crisis in that part of world have given money managers some ‘food for money.’ One way to make money has been to short European automakers like Peugeot or Renault. However, another way to play this theme has been to short those auto-part manufacturers that heavily rely on the European economy for their revenue. And given that there are no bullish viewpoints on more »

  • 3 Auto Part Stocks to Buy Despite Heavy European exposure

    By Zain Abbas - May 1, 2013 | Tickers: BWA, GNTX, TEN

    A declining European economy and the recent debt crisis in that part of world have given money manager some ‘food for money’. One way to make money has been to short European automakers like Peugeot or Renault. However, another way to play this theme has been to short those auto-part manufacturers that heavily rely on the European economy for their revenues.

    Three stocks that have come under firing have been more »

  • Who's flying highest in the Aerospace Industry??

    By Anubhuti Agarwal - January 30, 2013 | Tickers: BWA, HON, UTX

    Automation and technology had started ruling the world years back and it now dominates our world, our lifestyles and growth in every possible manner. Talking about the top players of the aerospace and automation industry, we have three major stocks that are worth a watch and are competing well along with attracting investors who now are finding it difficult to decide investment in which company can lead to a better 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 »

  • Crunching Tesla's Forward Multiple

    By Masam Abbas - January 14, 2013 | Tickers: AAPL, BWA, BYDDY.PK, DDAIF.PK, ENOC, FSLR, F, GELYY, GM, GNTX, HAR, SPWR, TSLA

    When a company's not making a profit, all the earnings multiples you could otherwise use to measure its performance become invalid. Tesla Motors (NASDAQ: TSLA) is one such case. But if it were making a profit, at what multiple would Tesla trade?

    Understanding Tesla’s nature

    In my previous post, I called Tesla "the Apple of auto industry." Just like Apple (NASDAQ: AAPL) is considered unique in its sphere 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 »

  • Honeywell - Look Here for Growth

    By Bill Edson - November 27, 2012 | Tickers: BWA, GE, HON, JCI, UTX

    Honeywell (NYSE: HON) is getting a pick up from its Good Industries, enough of a lift to maintain positive sales and earnings momentum into 2013.

    It is a good time to be a diversified conglomerate. With GDP down in global markets, though, it is harder to juggle risk among global businesses. Proving once again that it is a solid operator, Honeywell's businesses held their own in the third quarter more »

  • This Billionaire’s Stock Picks Returned 16% Last Quarter

    By Meena Krishnamsetty - November 2, 2012 | Tickers: AAPL, BWA, DLPH, GOOG, MGA

    3G Capital is a New York-based hedge fund that is backed by Brazilian billionaire Jorge Paulo Lemann. Officially the third wealthiest individual in Brazil, Lemann's net worth is estimated to be in excess of $13 billion. Now in his early seventies, Lemann made his vast fortune via a range of investments in his home country, most notably by merging two of Brazil's largest beer breweries and selling them more »

  • Billionaire Carl Icahn's Federal-Mogul Play

    By Meena Krishnamsetty - September 5, 2012 | Tickers: BWA, FDML, F, GM

    Federal-Mogul Corporation (NASDAQ: FDML) supplies a variety of safety and powertrain equipment to original equipment manufacturers (OEMs) in the auto industry, who then use them in their automobiles. According to a form 4 SEC filing, on August 30, Icahn Capital LP, managed by billionaire Carl Icahn, acquired about 239,000 shares of the auto parts manufacturer. This ups its total holdings to a shade under 76.7 million shares, or more »

  • Can BorgWarner Turbo Boost your Portfolio?

    By James Fantaci - July 17, 2012 | Tickers: BWA, F, GM

    With the structural issues in the Eurozone economy and the threat of an overall global slowdown, many cyclical companies have retreated significantly in anticipation of what seems like perennial concerns about global recession 2.0.  Signs of a slowdown especially in Europe are real and have merit, so why invest in BorgWarner (NYSE: BWA)

    BorgWarner may fall within the category of a cyclical company as they are directly tied in more »

  • Following 5 New Jim Cramer Buy Ideas

    By Robert Fisher - January 31, 2012 | Tickers: BIIB, BWA, FCS, UNP, WY

    Stock market specialist Jim Cramer recommended that you buy these five stocks one month ago on his January 9th and 10th episodes of Mad Money.  In this article, I analyze his picks on a relative value basis and analyze each stock's performance since Mr. Cramer's recommendation.

    Union Pacific (NYSE: UNP): When Jim Cramer recommended this stock a month ago it was at $109.49 per share and today more »

  • And Now, Turn Your Attention to the Parts Makers

    By John-Erik Koslosky - January 18, 2012 | Tickers: BWA, JCI

    The Detroit auto show had a lot of us buzzing about the carmakers last week.  Let’s face it, new models and new innovations are exciting. But investors might be wise to pay some attention to auto-industry companies that weren’t making headlines at the auto show.

    BorgWarner (NYSE: BWA) may have may have slipped under your radar last week, but it shouldn’t have. The Michigan-based parts supplier 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 »