VLEEY News and Press, Valeo SA ADR From 09/10/20

I've often said that investors should be slow to sell the stocks of good companies only because they look expensive. So does it follow that investors should avoid the stocks of lesser companies even if they look pretty cheap? That's my dilemma with Continental AG ( CTTAY ) (CONG.XE), as this...

It’s likely true that internal combustion engines will be with us for a quite a while, and particularly with respect to pick-ups, but I still believe exposure to electrification is important and American Axle & Manufacturing ’s ( AXL ) (“American Axle”) relativ...

UBS is still looking positively on automobile suppliers, even as shares outperformed expectations during a weaker Q2. More news on: Aptiv PLC, Valeo SA, HELLA GmbH & Co. KGaA, Consumer stocks news, Notable Calls Read more ...

Even though the second quarter was a pretty rough one for the auto sector, Valeo ( OTCPK:VLEEY ) held up okay in some respects. There are some issues to discuss with respect to orders, writedowns, and the balance sheet, but I believe these are transitory problems, and I continue to believe ...

Stabilus ( OTC: SIUAF ) is a German industrial company specialized in gas springs, dampers and automatic opening and closing systems. Its expertise in these technologies is applied to a wide range of industries, especially the automotive industry which represents 60% revenue. The following dia...

When I last wrote about Tenneco ( TEN ), I thought this highly-leveraged auto, truck, and commercial vehicle parts supplier was just too much of a risk relative to the potential rewards. The shares have fallen almost 60% since then, and while I think the company may be able to squeeze thro...

BorgWarner ( BWA ) shares have already recouped some of the panic-selling declines, but the shares continue to trade well below what I believe to be a fair long-term assessment of the company’s value, with or without the Delphi ( DLPH ) deal. The process of getting auto production b...

This article was highlighted for PRO subscribers, Seeking Alpha's service for professional investors. Find out how you can get the best content on Seeking Alpha here . With global light passenger vehicle unit sales down more than 24% year over year in the first quarter of this year, you c...

Being a pioneer tends to have a pretty binary outcome – they either name schools after you, or you end up feeding the scavengers in the middle of nowhere. I don’t think Aptiv ( APTV ) is really looking at such a stark set of outcomes, but I do see this company as a pioneer in a...

Back in June I wrote that Tenneco ( TEN ) was one of the more complicated stories in the vehicle parts group that I follow, as the company’s very high leverage meant that even objectively small changes in modeling assumptions could have outsized impacts on the implied fair value. I ...