Delphi Automotive

  • Profiting From a New American Dream

    By Marshall Hargrave - August 12, 2013 | Tickers: DLPH, HAR, JCI

    While home ownership has long been a staple of the "American Dream," the financial crisis fundamentally changed that. Since the real estate bubble burst, there has been another American Dream brewing: owning a car.

    Car manufacturing is a $97 billion industry in the U.S. alone. What's more is that this industry is heavily concentrated, with less than 200 auto manufacturers serving the entire industry. The U.S. home-building 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 »

  • An Auto Recovery Is Good for These Auto Parts Suppliers

    By Mark Yagalla - July 21, 2013 | Tickers: DLPH, HAR, JCI

    The overall macro picture for the U.S. economy has been improving. Employment is rising and consumers are spending again. One area in particular where they are spending is the auto sector. Many consumers held off from purchasing during the financial crisis and have now started trading in their old cars for new ones. The Big 3 auto companies have seen sales pick up and their fortunes turnaround. For me more »

  • Billionaire Paul Singer Is Counting on These Companies

    By Shweta Dubey - July 1, 2013 | Tickers: BMC, DLPH, HES

    Billionaire Paul Singer’s hedge fund, Elliot Associates, has a strategy of buying distressed securities cheaply, and sell them later at a higher price. Last year, the fund posted a return of 13% on its holdings. Elliot has $21 billion assets under management. As per its recent 13F filings with the SEC on March 31, 2013, it disclosed four new positions and 13 exits.

    In this article, I have analyzed 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 »

  • What’s Oaktree Capital Buying?

    By Meena Krishnamsetty - June 17, 2013 | Tickers: CHTR, DLPH, XCO, FBP

    At Insider Monkey, we track 500 of the world’s most elite hedge funds, and Howard Marks' Oaktree Capital Management is one of the best of the best. Based in Los Angeles, Oaktree specializes in distressed debt, corporate debt and convertible securities, with an eye for contrarian, lesser-known investments. Because it can pay to watch hedge fund sentiment—discover why here—we’re going to take a look at Oaktree more »

  • Don’t Ignore This Up 'n Comer in Plastics

    By Gerelyn Terzo - June 17, 2013 | Tickers: DLPH, PG, TG

    Tredegar (NYSE: TG) is in the business of plastic films, and its products can be found in anything from the diapers that you put on your runaway toddlers to the film protecting your LCD television screen from damage. The company is sitting in a comfortable position because not only is there rising demand for its products, but the business is being run in an efficient way that's translating to more »

  • Michael Dell's Top Stocks

    By Marshall Hargrave - June 6, 2013 | Tickers: ABG, DLPH, DIN, PVH

    Most people are unaware that billionaire Michael Dell, the founder of tech giant Dell, has a hedge fund that oversees some $550 million of his personal wealth. Michael Dell formed the MSD Capital hedge fund in 1998, and it's currently managed by Glenn Fuhrman and John Phelan. The fund remains heavily concentrated, with over 80% of its assets vested in its top four stocks (check out MSD's top more »
  • Billionarie Activist Paul Singer Remains Active

    By Marshall Hargrave - May 29, 2013 | Tickers: BMC, DELL, DLPH

    Billionaire Paul Singer founded his Elliott Associates hedge fund in 1977, making it one of the oldest hedge funds under continuous management. Prior to founding Elliott, Singer got a BS in psychology from the University of Rochester and a JD from Harvard Law School. Outlined below are some of the interesting takeaways from Singer's hedge fund at the end of the first quarter (check out Elliott's latest moves more »

  • Auto Sales Surprise; Should You Be Buying?

    By John Timmes - May 21, 2013 | Tickers: DLPH, F, GM

    The recent retail sales report showed a surprise gain in motor vehicle sales.  Sales jumped 1% in the month of April after a 0.6% decline in March. Overall retail sales also surprised to the upside.

    Based on the increase in motor vehicle sales and low oil prices, investors may see this as a good time to invest in auto manufacturers. However, there are several factors indicating that auto manufacturers more »

  • If You Can't Beat 'Em, Join 'Em

    By John Timmes - May 20, 2013 | Tickers: DLPH, MGM, MYL

    While emulating the investment portfolio of a hedge fund titan is not realistic, examining their investments can lead to interesting conversations and potential investment ideas. In this article, I look at two stocks from the top holdings of Paulson & Company, the hedge fund group run by the legendary investor John Paulson.

    MGM Resorts International

    MGM (NYSE: MGM) owns and operates 15 casino resorts in the United States and the MGM more »

  • How to Play the Boom in the Chinese Auto Market

    By Zain Abbas - May 13, 2013 | Tickers: DLPH, TRW, VC

    One way to make money from the concept of growing economies has been to invest in companies that are expecting incremental sales from those regions. Other investing themes can be to invest in companies that already rely heavily on those developing areas for their revenues. The Chinese economy has been a hot topic since the start of 2011 as money managers have been shifting their concentration from the recession hit more »

  • Following James Barrow into Delphi Automotive

    By Anh HOANG - May 9, 2013 | Tickers: DLPH, DNZOY.PK, MGA

    James Barrow of the Barrow, Hanley, Mewhinney & Strauss fund has had an outstanding performance for the past 15 years. The fund has experienced an annualized return of 6.1% since 1998, beating the S&P 500’s annualized return of 4.5%. At the end of March, Barrow's total AUM has reached more than $55.5 billion. James Barrow holds quite a diversified portfolio with 159 stocks, and the more »

  • 3 Ideas That Transcend Consensus

    By Zain Abbas - April 30, 2013 | Tickers: APA, DLPH, JCP

    There is always a high demand for out-of-consensus ideas as these are easy shots to make money. Whenever earnings season comes around, people open up their models and tweak their assumptions to find whether their estimates are different than consensus views and if they are different, then how probable is it that the related companies report out-of-consensus results.

    The following list, though it contains stocks that belong to different sectors more »

  • Event-Driven Hedge Fund Focusing on These Big Plays

    By Meena Krishnamsetty - April 18, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

    The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which, not more »

  • Event-Driven Hedge Fund Focusing On These Big Plays

    By Meena Krishnamsetty - April 16, 2013 | Tickers: AIG, CORE, DLPH, LYB, USCR

    The most striking feature of Monarch Alternative Capital is that, despite being a $5.4 billion hedge fund, its equity portfolio is quite small, and is very concentrated. The top five take up 83.3% of the entire portfolio. The fund focuses on distressed debt and bankrupt companies and maintains a research and event-based strategy. According to the 13F filing from 4Q 2012, the fund added three new positions, which more »

  • Billion-Dollar Hedge Fund Bullish on These "Fab Five"

    By Meena Krishnamsetty - April 10, 2013 | Tickers: BKU, CIT, DLPH, QUAD, VC

    Editor's Note: This version has been amended to correctly reference CIT's earnings announcement.

    Centerbridge Partners is a $1 billion-plus hedge fund run by Mark Gallogly, formerly with Blackstone. Although the fund invests in a variety of sectors, more than 90% of its entire equity portfolio is concentrated on only five stocks with a total value of $1,162,448,000. Obviously, Gallogly is very confident that these five more »

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