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 global giant in auto parts has struggled mightily over the last few years and looks relatively ill-prepared to leverage the transition toward electrified powertrains.
On the positive side, Continental has much better leverage to advanced driver safety (including automation), as well as car connectivity