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BorgWarner Inc. (BWA $35.41)
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Lear Corporation (LEA $106.57)
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Autoliv Inc. (ALV $117.66)
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Allison Transmission Holdings Inc. (ALSN $91.53)
Q: Hi 5i,
Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?
I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.
Thank you,
Greg C.
Looking to maintain and potentially expand exposure in my portfolio in the auto industry. Currently have held BWA for 3+ years and feel as though I could be putting this capital to better use elsewhere. Would you be able to recommend any alternatives?
I am not interested in investing in a direct manufacturer like FORD/GM/TESLA since I have no idea how this EV market shift will go. Feel as though the suppliers would be a safer bet.
Thank you,
Greg C.
Q: What are your thoughts on a long term position in ALSN? Given their recent strategic partnership agreement with Jing-Jin Electric (JJE), do you think this sets ALSN up for growth as we see more electrification of commercial vehicles?