Johnson Controls, Inc.

  • 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 »

  • 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 »
  • Gentex Needs a Change

    By Chris Johnson - August 5, 2013 | Tickers: GNTX, JCI, MGA

    Based in metropolitan Grand Rapids, Michigan, Gentex (NASDAQ: GNTX) was founded in 1974 and is known for its auto-dimming rear view mirror technology.  At the end of fiscal year 2012, Gentex held 88% of the market share in the auto-dimming mirror industry, and has not had to worry about the emergence of potential threats in this near-monopolistic industry. This auto-dimming mirror division also consists of Gentex’s patented Rear-Camera Display more »

  • Billionaire Nelson Peltz Is Still Betting on Industrials

    By Marshall Hargrave - July 25, 2013 | Tickers: IR, JCI, SWK

    After billionaire Nelson Peltz appeared at CNBC's Delivering Alpha conference touting his newest activist campaign, I was reminded of his other major holding. Peltz's next largest holding behind his newest PepsiCo and Mondelez positions is Ingersoll-Rand (NYSE: IR). Ingersoll made up over 15% of Trian's public-equity portfolio at the end of 1Q, and Trian owns just under 5% of the company.

    Peltz got a big win for more »

  • Follow the World’s Largest Automaker’s Lead in Battery Tech Investments

    By Lori Weaver - July 25, 2013 | Tickers: JCI, PCRFY, TSLA, TM

    If you’ve yet to invest in emerging energy technologies, recent actions by the world’s largest automaker in lithium-ion battery development could get you off the fence and into the game.

    Toyota Motor Corporation (NYSE: TM)announced in May that it plans to expand the manufacture of lithium-ion batteries to six times its current production. The move is a joint effort between Toyota Motors and electronics giant Panasonic (NASDAQOTH: PCRFYmore »)

  • Sandy Nairn’s Edinburgh Partners’ Top Stock Picks for Q3

    By Meena Krishnamsetty - July 22, 2013 | Tickers: CCL, GOOG, JCI, MSFT, TYC

    Hedge funds are required to submit 13F filings to the SEC within several weeks of the quarter’s end to disclose many of their long equity positions in U.S. stocks as of the end of the quarter. We’ve found in our research on 13Fs that they can be useful in developing investment strategies; for example, the most popular small cap stocks among hedge funds earn an average excess 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 »

  • 3 Big Value Stocks From Delaware Dividend Income Fund

    By Reuben Brewer - July 16, 2013 | Tickers: HAL, JCI, LVS

    Large cap value has been an increasing focus at Delaware Dividend Income Fund (DDIAX) according to portfolio manager Bob Zenouzi. He highlights Johnson Controls (NYSE: JCI), Halliburton (NYSE: HAL), and Las Vegas Sands (NYSE: LVS).

    Shifting values

    Zenouzi, who is Delaware's Chief Investment Officer, explained to me that he's concerned investors are reaching too far for yield. This fear has led to a shift in the balanced fund more »

  • These 4 Numbers Suggest Something Is Wrong

    By Chad Henage - July 10, 2013 | Tickers: GE, JCI, MGA, UTX

    Investors need to make sure they read each earnings report from the companies they invest in. I’m worried that investors are overlooking a few issues at Johnson Controls (NYSE: JCI). Don’t get me wrong, Johnson Controls is a company I’ve followed for a long time, in fact, the company is the first stock I ever owned. The company’s easy to access dividend reinvestment plan that you more »

  • This Company’s Future Is up in the Air

    By Chad Henage - July 8, 2013 | Tickers: GE, JCI, BA, UTX

    When a multi-billion dollar company makes a multi-billion dollar bet on an industry, that bet better pay off. When that same company is one of the most well-known companies in the world, the risk is even bigger. This is why with United Technologies (NYSE: UTX) bet on the airline industry through their acquisition of Goodrich and existing Pratt & Whitney business, the company is betting big. If this bet pays off more »

  • 4 Consumer Cyclicals With Income & Growth

    By Meena Krishnamsetty - June 27, 2013 | Tickers: JCI, MCD, PKG, WSM

    The consumer discretionary sector is a pro-cyclical sector that gets a lift when the market outlook brightens due to improved prospects for economic growth. Exactly for this reason, this sector has been particularly robust this year, outperforming the overall market. However, according to FactSet, the consumer cyclical sector, with the average forward P/E of 16.9x, is also the sector with the highest forward earnings multiple in the S more »

  • American Auto Parts Industry on the Move

    By Awais Iqbal - June 26, 2013 | Tickers: JCI, MGA, WBC

    Auto parts industry overview

    The auto parts industry will continue to expand at a steady pace over the upcoming years. With a rising unemployment rate and tight credit markets, new vehicle sales witnessed a declivity of 14% in the previous six years. The growing average vehicle age coupled with the dropping scrappage rate drove the auto parts industry down during the financial contraction, as consumers opted to purchase parts and more »

  • 18 Billion Reasons to Buy this Stock

    By Chad Henage - June 18, 2013 | Tickers: GE, JCI, BA, UTX

    In a few rare cases it actually matters less what the company does, and is more important to know how the company plans to spend their money. This is likely to be the storyline for General Electric (NYSE: GE) in 2013, as the company's sale of its ownership in NBCUniversal to Comcast may be the driving force behind its shares. I’m not suggesting that GE won’t do 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 »

  • Yet Another Way to Play the Housing Recovery

    By Arturo Cuevas - June 9, 2013 | Tickers: IR, JCI, UTX

    Looking for equities that can cool us off this summer seems justified, with some talk that the season’s temperature is trending higher yearly due to global warming. One good choice to consider is United Technologies (NYSE: UTX), whose principal operations cover climate, controls, and security, part of which is an icon brand in air-conditioning -- Carrier.

    The other businesses of United Technologies include Otis elevators, escalators, and moving walkways; Pratt more »

  • Is 2013 the Year of Battery Stocks?

    By Phillip Woolgar - June 3, 2013 | Tickers: GE, JCI, PPO

    As technological advances drive society forward at a staggering pace, and as people add an assortment of gizmos and gadgets to their repertoires, there is one component that hasn't kept up. This is a necessary feature that has the Energizer Bunny frantically running scared.

    But it isn't as if small, yet highly powerful batteries aren't possible, it's just that other forms of technology have progressed at more »

  • Who Benefits From a Better Battery?

    By Wes Patoka - May 13, 2013 | Tickers: DUK, GM, JCI

    Batteries are used in many of today’s essential products, from cell phones to hybrid cars. Researchers have been working feverishly to increase capacity and longevity of batteries. Imagine the benefit of not having to charge a cell phone for several days to an electric powered car that can travel over Tesla’s current 300 miles per charge.

    The most beneficial application of better battery technology would be utility companies more »

  • More Share Repurchases to Deal with the Activists

    By Mike Thiessen - April 15, 2013 | Tickers: JCI, LEA, MGA

    After months of legal wrangling, auto parts manufacturer Lear Corporation (NYSE: LEA) has finally settled with its activist investors and agreed to initiate a program of share buybacks that could ultimately boost the company's stock price. In response to its investors' demands, the company has also agreed to increase the size of its board of directors by adding a single new member.

    Lear is one of the world's more »

  • More Share Repurchases to Deal with the Activists

    By Mike Thiessen - April 15, 2013 | Tickers: JCI, LEA, MGA

    After months of legal wrangling, auto parts manufacturer Lear Corporation (NYSE: LEA) has finally settled with its activist investors and agreed to initiate a program of share buybacks that could ultimately boost the company's stock price. In response to its investors' demands, the company has also agreed to increase the size of its board of directors by adding a single new member.

    Lear is one of the world's more »

  • More Share Repurchases As Deal With The Activist

    By Mike Thiessen - April 12, 2013 | Tickers: JCI, LEA, MGA

    After months of legal wrangling, auto parts manufacturer Lear Corporation (NYSE: LEA) has finally settled with its activist investors and agreed to initiate a program of share buybacks that could ultimately boost the company's stock price. In response to its investors' demands, the company has also agreed to increase the size of its board of directors by adding a single new member.

    Lear Corporation is one of the world more »

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