Visteon Corp

  • What Big Earnings Reports Mean for These 3 Stocks

    By Will Chavey - August 15, 2013 | Tickers: ARCO, VC, WCG

    As the August heat beats down, a few companies always jolt us out of our summer stupor with big moves on earnings days. Here’s a look at a few companies that created a lot of buzz after reporting earnings, and whether their future growth warrants so much enthusiasm.

    Feeding earnings

    McDonald’s franchisee Arcos Dorados (NYSE: ARCO) missed EPS estimates by $.02 but scored big on revenue. Sales grew 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 »

  • Are There Solid Investment Opportunities in the Auto Parts Industry?

    By Awais Iqbal - July 17, 2013 | Tickers: AXL, GM, LEA, VC

    American auto parts manufacturers operate in a very dynamic environment. When the financial meltdown of 2008 hit the auto manufacturers, auto parts manufacturers were not spared. Companies in the auto parts industry saw great drops in their revenues and their future outlook started to look bleak to the investors. American consumers, fearing the onslaught of the financial meltdown, reduced their spending on new cars.

    American auto makers are in the more »

  • Activist Barry Rosenstein’s Small Cap Picks

    By Meena Krishnamsetty - July 10, 2013 | Tickers: BIG, CPRT, FNP, RHP, VC

    My analysis of investment strategies related to quarterly 13F filings has found that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year (learn more about my small cap strategy). We think that this is because small cap stocks are less widely owned by large institutional investors such as mutual funds and less intensely covered by the financial media and more »

  • Billionaire George Soros’s Long-Term Stock Picks

    By Meena Krishnamsetty - July 9, 2013 | Tickers: AGRO, C, GOOG, MSI, VC

    In addition to using our database of quarterly 13F filings from hedge funds and other notable investors as a tool in researching investment strategies (the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year), we can also use it to track individual filers over time and identify stocks which they have owned for multiple quarters or even years.

    In this more »

  • Billionaire Steven Cohen’s High Upside Potential Picks

    By Meena Krishnamsetty - June 28, 2013 | Tickers: GNC, KORS, SM, RIG, VC

    While the price-to-earnings multiple is a common value metric, one drawback is that it does not account for future earnings growth. A way to correct for this is to use the PEG ratio, which includes both the P/E multiple and analysts' expectations for future growth, although in turn, there is often a good deal of inaccuracy in analyst forecasts.

    We track quarterly 13F filings from hundreds of hedge funds 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 »

  • 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 »

  • 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 »

  • A Secretive Vulture Investor Is Focusing on These 4 Companies

    By Meena Krishnamsetty - April 30, 2013 | Tickers: BAC, LPX, VC, YHOO

    Alden Global Capital, with a 13F equity portfolio of $567 million, is run by Randall Smith, who is politely called a recluse among notoriously guarded hedge fund managers. Little is known about Smith – no one even knows his actual age or where he got his start – but he has been called the “pioneer of vulture investing.” While this may not be a term of endearment, Smith has endured by being more »

  • Value Investor Barry Rosenstein’s Small-Cap Picks

    By Meena Krishnamsetty - April 17, 2013 | Tickers: CPRT, ROC, RHP, TK, VC

    We track 13F filings from hedge funds and other notable investors as part of our work developing investing strategies; for example, we have found that the most popular small cap stocks (defined as those with market caps between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year. Large institutional investors and the financial media do not pay as much attention 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 »

  • Billion Dollar Hedge Fund Bullish on This ‘Fab Five’

    By Meena Krishnamsetty - April 7, 2013 | Tickers: BKU, CIT, DLPH, QUAD, VC

    Centerbridge Partners is a +$1 billion hedge fund run by Mark Gallogly, formally 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 stocks are worth such a significant weighting in his portfolio. Let’s take a look more »

  • Three Out-of-Consensus Ideas

    By Masam Abbas - February 10, 2013 | Tickers: TROX, VC, WFT

    The earnings season is almost at its end. However, this doesn’t mean that the ‘spice’ for investors has finished in this season. There are still some stocks that are expected to move at their earnings release and therefore are expected to provide money-making opportunities for investors. The following three stocks are a good example of this concept.

    Tronox Limited (NYSE: TROX) – miss the earnings

    Tronox produces and markets titanium 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 »

  • Billionaire Steve Cohen’s Most Promising Stock Picks

    By Meena Krishnamsetty - January 12, 2013 | Tickers: ARIA, ENDP, NCR, SPN, VC

    Small-cap and mid-cap stocks don’t get as much attention from bankers, third-party analysts, and the media, which often leaves them less efficiently priced than large- and mega-caps. Hedge funds sometimes take advantage of this by dedicating their research teams to work on these lower valuation stocks as well, and so often earn substantial alpha from their investments. Retail investors can use smaller-cap stocks that hedge funds reported owning as 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 »

  • 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 »

  • Why is Billionaire Steven Cohen Buying Up More of This Company?

    By Meena Krishnamsetty - November 7, 2012 | Tickers: DAN, DLPH, JCI, LEA, VC

    Visteon Corporation (NYSE: VC) saw billionaire hedge fund manager Steven Cohen increase his firm's stake in the stock last week. In a 13G filing, SAC Capital announced that it had increased its stake in the company over 40% from 1.8 million shares to 2.6 million shares. SAC Capital now owns around 5% of Visteon, which makes it the largest shareholder among the funds we track. Cohen founded more »

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